You run the business. I’ll take care of the tax side — corporate and personal returns, HST, and CRA letters — and help you see where your cash is going, so tax time never catches you off guard again.

If you recognise yourself here, you’re in good company — these are the things I hear most often at tax time.
Tax season sneaks up on you every yearYou’re digging for receipts the week before the deadline, hoping nothing’s missing.
You’re not sure you’re claiming everythingHome office, vehicle, phone, equipment — are you leaving money on the table?
A CRA letter shows up and your stomach dropsYou don’t know what it means, how serious it is, or what to send back.
You’re not sure you’re set up the right wayShould you incorporate? Pay yourself salary or dividends? Nobody’s ever walked you through what’s best for your situation.
Your business and personal money are all mixed togetherOne account, one card — and at tax time, nobody can tell what’s a business expense.
Your accountant files and disappearsYou get a return and an invoice — not an explanation, and no plan for next year.
Fixed fees, quoted upfront after a free call. Your exact fee depends on the complexity of your situation — you’ll know it before any work starts.
Corporate returns for incorporated small businesses, prepared and reviewed by a CPA, with year-end planning so you know what’s coming.
Personal returns for employees, retirees and families — RRSPs, investments, credits and deductions handled properly.
Sole proprietors, freelancers and home-based businesses: business income and expenses, home office and vehicle claims, and instalment planning.
Quarterly or annual HST/GST returns, calculated and filed on time.
Letters, reviews and requests for information. I’ll explain what CRA is asking for and help you respond.
Know what you’ll owe before you owe it. A rolling 90-day cash flow forecast, a plan for tax set-asides and instalments, and a monthly review call so you always know where you stand.
Whether it’s your corporate return or your personal one, the process is the same — and you’ll know the fee before any work starts.
We talk through your situation and you get a fixed quote — no hourly surprises.
You get a simple checklist and a secure upload link. No shoeboxes required.
I walk you through your return before anything is filed, in plain English.
We file, then set you up for next year: instalments, set-asides and what to keep track of.
You stop scrambling. Your documents go in early, your return is filed on time, and the deadline stops hanging over you.
You keep more of what you earn. Every deduction and credit you’re entitled to, claimed properly.
You’re never surprised by a tax bill. You know what you’ll owe and you’ve set the cash aside for it.
You have someone in your corner. When CRA writes, you’re not dealing with it alone.
It depends on your situation, which is why I quote after a free call. You’ll get a fixed fee before any work starts — no hourly billing and no surprises. The starting prices in the Services section give you a realistic idea.
After our call you’ll get a checklist tailored to you — usually slips (T4s, T5s), last year’s return and notice of assessment, and a summary of business income and expenses. If you’re incorporated, your bookkeeping records for the year.
If they’re mostly there, yes — I can work with what you have. If they need a full catch-up, I’ll point you to a bookkeeper first so your return is built on accurate numbers.
Yes. Send it over and I’ll tell you what it means, how serious it is, and what to do next.
It’s for owners who want to know where the money’s going and what’s coming — especially if tax bills keep catching you short. Each month we update a 90-day forecast, plan your tax set-asides and instalments, and agree on next steps.
No. I work with business owners across Ontario, and everything can be done virtually — calls, document upload and e-signatures.
Thirty minutes, no charge, no pitch. Tell me about your situation and I’ll tell you exactly what you need, what it costs, and what I’d do first.
Book a Free 30-Minute Call