A conversation
Fifteen free minutes about the job, the side work, and the part you are unsure about. Nothing to prepare and nothing to bring.
Personal tax · Ontario
Two incomes. One return.
A salary from your employer and payments for the work you take on yourself. We bring both onto one return, and tell you plainly which expenses you can claim.
Book a free consultation
Fifteen minutes. No charge. No obligation afterwards.
One of them is counted for you. The other one isn't.
Employment income arrives already totalled, on a single slip, once a year.
Independent income arrives as deposits, invoices and receipts across twelve months — and the counting quietly became your job the day you started.
That is the whole difficulty. Not the amount. The sorting.
A year of records, or one bad weekend.
Scroll, and watch the year fill up. Kept as you go, each of these is a few minutes. Left to the end, they all arrive at once — rebuilt from memory, with a deadline in the room.
JanuaryDecember
Part of what you get is knowing which of these to keep, and for how long — decided in advance rather than reconstructed in April.
Take what you need. Leave the rest.
Nothing is bundled by default. The scope is agreed with you before any work begins, and prices are not published because the work varies with the person.
Personal tax
Your return prepared and filed, with both incomes on it and handled together. Where most people start, and often all they need.
Expenses and records
Personalised guidance on the business expenses you can claim and the records worth keeping. Part of preparing your return, not sold separately.
Bookkeeping
Business records kept organised, so you see your numbers during the year instead of only at the end of it.
Business taxes
Tax preparation for your business, scoped to what it actually needs.
Insurance support
A starting conversation about your insurance needs and the support available through Upscale.
Three steps. Stop after any of them.
The first costs nothing. The second commits you to nothing.
Your own quote
What we would do and what it would cost, for your situation rather than off a price list. You see it before anything starts.
Getting under way
If you accept, we tell you which documents to gather and how to send them over. Payment is arranged separately.
Reserved — client to supply
Who you'll be speaking with
A photograph and short introduction belong here. None has been supplied, so none has been written or generated.
Reserved — client to supply
What clients say
Genuine, approved reviews belong here. None exist yet, so this section shows nothing rather than something invented.
Bring the shoebox. We'll take it from there.
Serving Ontario. Fifteen minutes, no charge, and no obligation to go ahead.