Fixed-Fee. Trusted. Accurate. Quick. Easy. Economical.

Pocket-friendly Business Tax Planning Services for Canadian Businesses

100% Risk-Free, Satisfaction, Guarantee, Price Match – Pay After Service

At Tax Filings Canada, we handle every part of your tax planning, from the filing itself to the planning around it. Our CPAs work with corporations and business owners every week, so you can focus on running and growing your business.

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Expert Solutions for Tax Planning Across Canada

Stay compliant and optimize your financial processes with our specialized tax planning services.

  • Tax Planning Compliance and Filing support
  • Tax Planning Planning & Preparation Service
  • Accurate Tax Planning reporting in Canada
  • Expert dispute resolution and client support

Book a Meeting with a Tax Accountant

Free initial consultation
No obligations
Speak directly with expert Accounting Firm/CA
Tailored tax planning strategies
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A Team of Accounting Firm Experts

Tax Planning Transparent & Fixed Pricing

No hidden fees. Pay only after your service is completed. Recommended by 1000+ Business & Startups.

Business Accounting

From- $10/ M
Bookkeeping | Financials | Reconciliations
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Corporate Tax Filing

From- $90
T2 corporate Tax | NIL Return | Planning
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Personal Tax Filing

From- $25
T1 | Student | Employed | Self-employed
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GST/HST Tax Filings

From $75
GST/HST/PST/QST/RST Tax filings | Registration
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Partnership Tax Filing

From-$250
T5013 – Partnership Information Return
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Non-Profit Tax Filing

From- $250
T1044 | T3010 | T2 | Non-Profits Charities
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Notice to Reader

From- $500
Assistance NTR | Compilation | Audit
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Trust-Estate Tax Filing

From- $300
T3 Trust | Beneficiary Reporting | Allocations
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Corporate tax planning, not just filing

Filing records what already happened; planning changes what happens next. The highest-value conversations for an incorporated business are the salary-versus-dividend mix for owner compensation, which changes CPP, RRSP room and personal tax, and managing passive investment income inside the company below the $50,000 threshold that erodes the small business deduction.

Beyond that, we look at the timing of capital purchases and capital cost allowance claims, whether a holding company or family trust structure fits your situation, income-splitting within the tight limits the TOSI rules now allow, and the tax-efficient extraction of retained earnings in lower-income years. Good planning is a year-round activity tied to your numbers, not a conversation that happens once at year-end when most of the options have already closed.

Tax planning in Canada: Tax Filings Canada plans your corporate and personal tax position before year-end, while the outcome can still be changed, for a fixed fee.

How Tax Planning Filing Works

  1. 1

    Share

    Send your documents securely through our portal or by email.

  2. 2

    Prepare

    We prepare your tax planning return and every supporting schedule.

  3. 3

    Review

    You review each figure and approve before anything is filed.

  4. 4

    File & pay

    We file with the CRA, and you pay only after it is complete.

Tax Planning: Tax Filings Canada vs. a Typical Firm

Factor Tax Filings Canada Typical Firm
Pricing model Fixed, flat fee Hourly / unpredictable
Payment Pay after service Upfront retainer
Price match Yes, on written quotes Rarely
CRA audit support Included Billed extra
Typical turnaround 3-5 business days 2-4 weeks
Tax Planning: Our Analysis

Tax planning is bounded by a hard calendar most owners meet too late. Nearly every meaningful lever for a Canadian corporation, including bonus accruals, capital asset purchases that start CCA, and the salary and dividend mix, must be exercised before the fiscal year-end, not at filing time six months later. The one common exception runs the other way: an RRSP contribution can be made in the first 60 days of the following calendar year and still be deducted against the prior year.

Tax Planning – Service Pricing Tiers

Providing transparent fixed pricing and high-quality Accounting Firm compliance for your tax planning requirements.

Basic Tax Planning

$150/monthly

Coverage: Standard bookkeeping and tax planning preparation.

Deliverables:
  • Preparation of basic tax planning files
  • Monthly status review via email
  • Basic compliance validation

Ideal for early-stage startups and sole proprietors.

Book Now

Premium Tax Planning

$750/monthly

Coverage: Strategic advisory and fractional CFO integration.

Deliverables:
  • All features of Standard tax planning
  • Variance tracking & cost allocation advice
  • Quarterly tax planning advisory sessions

Ideal for companies seeking high-growth financial structuring.

Book Now

Why to choose Tax Filings Canada for Tax Planning?

Why you should partner with Tax Filings Canada Experts for all your tax planning needs?

Experienced Tax Planning Accountants

Providing tailored tax planning services to ensure compliance and maximize deductions.

Full CRA & Federal Compliance

Our certified accountants protect your business with complete federal and provincial tax compliance.

Hassle-Free Tax Filing

A dedicated team that handles your financials quickly, accurately, and without upfront fees.

Tax Planning Preparation Service

Dedicated preparation processes customized for Canadian businesses.

Seamless Digital Solutions

Advanced accounting software integrations with QuickBooks, Xero, and wave accounting.

Scalable services for growth and expansion

Customized packages designed to grow as your business operations expand.

Accounting Firm Tax Experts

Tax Planning Process Phases

Our clear four-step workflow ensuring absolute tax optimization and complete CRA compliance.

Step 1
Initial Consultation

Start with a free, no-obligation consultation to review your business’s financial, tax filing and compliance needs and outline our affordable solutions.

Step 2
Document Collection

Receive a comprehensive checklist and securely provide the required financial records and documents.

Step 3
Transparent Preparation & Review

Our tax accountant and accounting experts carefully prepare your filings, identify all applicable deductions and credits, and conduct thorough reviews.

Step 4
Electronic Filing & Ongoing Support

We file your documents electronically with the Canada Revenue Agency (CRA) on time and provide post-filing support.

Tax Filings Canada Team Office

"A Unique Tax Planning Approach – Results First, Payment Later!"

  • Step 1: Share your information – No Upfront Payment!
  • Step 2: We prepare your financials & tax return.
  • Step 3: Review & sign the deliverable before payment.
  • Step 4: Make the payment only when satisfied.
  • Step 5: We file your return & share final documents.
  • Step 6: 100% Refund Guarantee – If unsatisfied, claim a full refund within 24 hours!

Risk-Free, Hassle-Free, and Client-First!

Schedule a Free Consultation

Industries We Serve with Tax Planning

Tax Planning for Startups Specialized startup tax & accounting
Tax Planning for Healthcare Specialized healthcare tax & accounting
Tax Planning for Consultants Specialized consulting tax & accounting
Tax Planning for Real Estate Specialized real estate tax & accounting
Tax Planning for Construction Specialized construction tax & accounting
Tax Planning for Non-Profit Organizations Specialized NPO tax & accounting
Tax Planning for Small Businesses Specialized small business tax & accounting
Tax Planning for Restaurants Specialized restaurant tax & accounting
Tax Planning for Franchises Specialized franchise tax & accounting
Tax Planning for Self-Employed Specialized self-employed tax & accounting
Tax Planning for Manufacturing Specialized manufacturing tax & accounting
Tax Planning for E-Commerce Specialized e-commerce tax & accounting
Tax Planning for Import & Export Specialized import/export tax & accounting
Tax Planning for Holding Companies Specialized holding company tax
Tax Planning for Logistics & Freight Specialized logistics tax & accounting
View All Industries

Tax Planning Locations Near You

Use our office finder below to select your nearest accountant tax filing expert.

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Toronto Tax Planning
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Vaughan Tax Planning
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Service Location

Tax Planning Toronto, ON

Expert tax planning filing, personal T1 returns, and comprehensive Accounting Firm accounting in Toronto.

Full Province-Wide Service Coverage
+1 (416) 619-0068
Services Included in Toronto:
Corporate Tax Filing (T2)
Personal Tax Filing (T1)
Bookkeeping & Payroll Services
GST/HST & CRA Audit Representation

Tax Planning Tax & Accounting Case Studies

See how our expert Tax Planning tax and accounting services have helped Canadian businesses save money and stay compliant.

Case Study 1

Remuneration Review Saved $69,000 Across Corporate And Personal Returns — Holding Company and Its, Kelowna

A remuneration review at a holding company and its operating subsidiary in Kelowna, British Columbia found a balance-due date the owner believed was the same as the filing date and saved $69,000 across the corporate and personal returns.

Read More Read the full case study

Case Study 2

Incentive Review Recovered $70,000 Across 3 Open Years — Incorporated Trades Business, Guelph

An incentive review at an incorporated trades business in Guelph, Ontario found a small business limit quietly shared across three associated corporations nobody had mapped and recovered $70,000 across 3 open years.

Read More Read the full case study

Case Study 3

Reorganisation Completed Tax-Deferred, $36,500 Saved Each Year — Incorporated Consultancy, Lethbridge

An incorporated consultancy in Lethbridge, Alberta had outgrown its structure, with a small business limit quietly shared across three associated corporations nobody had mapped the visible cost. The reorganisation completed tax-deferred and saves $36,500 a year.

Read More Read the full case study

Case Study 4

16 Months Reconciled And $14,500 Of Input Tax Recovered — Professional Corporation, Toronto

16 months of records at a professional corporation in Toronto, Ontario had never been reconciled, leaving retained earnings building in the operating company with no plan for extracting them. Rebuilding recovered $14,500.

Read More Read the full case study

Case Study 5

Second-Province Expansion Handled, $60,000 Of Cash Released — Import and Distribution Corporation, Calgary

An import and distribution corporation in Calgary, Alberta expanded into a second province carrying two corporations under common control filing as if each had its own $500,000 limit. Every obligation was set up in advance and $60,000 of cash released.

Read More Read the full case study

Case Study 6

Intergenerational Transfer Completed With $220,000 Deferred — Corporately-Owned Rental Portfolio, Vancouver

A family transfer at a corporately-owned rental portfolio in Vancouver, British Columbia would have been fully taxable because of a shareholder loan balance that would have been picked up as income on closing. Restructuring deferred $220,000.

Read More Read the full case study
Read all 6 Tax Planning case studies in full Browse the full case-study library

Our Expert Tax Planning Accounting Firm & Team

Meet the specialists behind your Tax Planning filings. Our Partners Are Alumni of the World's Top Accounting and Tax Institutions

Udit Gupta

Udit Gupta

CEO & Founder

CA (ICAI), Certified Tax Accountant, In-Depth Tax Trained

Abhinav Gupta

Abhinav Gupta

Canada Tax / International Tax

Canada Tax, International Tax, Cross Border Tax, Transfer Pricing

Raghav Gupta

Raghav Gupta

International Tax Expert

International Tax, Transfer Pricing Specialist

Anmol Mittal

Anmol Mittal

Canada Tax Expert

CPA Canada, CPA USA, CA (ICAI), Canada Tax Expert

Vinayak Indolia

Vinayak Indolia

CFO Advisory

Accounting Firm, CA. Fractional CFO and Senior Advisory Specialist

Meet Our Entire Team of Experts

Where we deliver Tax Planning

Same fixed fees in every province. Find your city or your sector.

Tax Planning Frequently Asked Questions

Direct answers to what Canadian business owners actually ask before hiring an accountant.

How much does Tax Planning cost in Canada?

Tax Planning starts at a fixed fee quoted before any work begins. The quote is locked at the outset and does not change mid-engagement, and you pay only after you have reviewed and approved the deliverable. Compare every plan on our transparent pricing page.

What documents do I need for Tax Planning?

At minimum: prior-year returns and notices of assessment, your bank and credit-card statements for the fiscal period, payroll records if you have employees, and GST/HST filings. We send a checklist tailored to your situation after the free 15-minute call.

How long does Tax Planning take?

Most engagements are completed within 3 to 5 business days once your documents are complete. Catch-up work covering multiple years takes longer, and we tell you the realistic timeline before you commit rather than after.

What happens if the CRA reviews or audits my filing?

We respond on your behalf at no extra charge for any return we prepared. Every figure we file is supported by documentation retained in your file, which is what turns a CRA review from a crisis into correspondence. See how our CRA audit support works.

Can you handle late or missed filings?

Yes. Late filing penalties compound at 5% of the balance owing plus 1% per month, so the cost of waiting is real. We prioritise catch-up work and, where eligible, file under the CRA's Voluntary Disclosures Program to reduce penalties.

Do you work with businesses outside major cities?

Yes. We are a cloud-based practice serving every province and territory, so your location does not change the price or the service. Browse our coverage across Canada to find your city.

Which industries do you specialise in for Tax Planning?

We work across construction, healthcare, e-commerce, professional services, restaurants, real estate, transportation, technology and non-profits, each with its own deduction profile and CRA scrutiny patterns. See all industries we serve.

What makes Tax Planning different from filing it myself?

Software applies the rules you already know about. A CPA finds the ones you do not: capital cost allowance timing, the small business deduction threshold, shareholder loan repayment rules, and TOSI exposure on family dividends. The fee is usually smaller than the deductions it surfaces.

What is included in Tax Planning services?

Our tax planning services include complete filing, compliance management, and strategic advice customized to Canadian tax laws.

How do I start with Tax Planning services?

You can start by booking a free 15-minute call. We will review your files, provide a fixed quote, and start working immediately.

Still have questions? View our FAQ page or contact us.

Explore More Tax Planning Resources

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Free 15 Min Consultation for Businesses

Ready to get started with Tax Planning?

Talk to a professional tax accountant about your situation. No obligation, and you only pay once the work is complete and you have approved it.

  • Tax accountant led team
  • Fixed fees, no hourly billing
  • Pay only after you approve

Our Partners Are Alumni of the World's Top Accounting and Tax Institutions

Chartered Professional Accountants Canada AICPA — American Institute of Certified Public Accountants Institute of Chartered Accountants of India Malaysian Institute of Accountants