Phase 1
Discovery Call
We start with a call to understand your tax situation, business needs, and goals. This ensures we tailor our approach and answer any initial questions for you.
Tailored Tax Packages for Every Need
Find the Right Tax Solution for You
We offer personalized tax packages to make your filing process as simple and hassle-free as possible.
Basic Tax Package
$100/year
Ideal for individuals with straightforward tax situations.
- Preparation and filing of T4 employment income
- Claiming standard deductions and credits
- Year-round access to your CPA to answer your questions
- Email support for tax-related inquiries
- Review of previous year's return for accuracy
- Comprehensive and accessible review of return
Advanced Tax Package
$250/year
Designed for individuals with moderate tax complexities.
- Includes all services from the Basic Tax Package
- Reporting of investment (e.g., dividends, capital gains/losses, interest)
- Management of tax credits and optimization for RRSP contributions
- Filing for multiple income sources (e.g., freelance, rental)
- Telephone support with your CPA
- Additional services may include bookkeeping, business incorporation & setup, and more
Premium Tax Package
$1200/year
Comprehensive service for incorporated businesses.
- Includes all services from the Advanced Tax Package
- Specialized support for incorporated businesses (e.g., corporate tax, payroll)
- Assistance with foreign income reporting
- Year-round priority support with your CPA
- Tailored tax strategies to maximize financial outcomes
- Additional services may include bookkeeping, business incorporation & setup, and more
Simplified. Hassle-Free. Always Accessible.
Our Process
At Pocket CPA, we make tax filing simple, hassle-free, and accessible. Our streamlined process ensures a smooth experience with prompt support every step of the way. No stress, no confusion—just expert guidance from start to finish.
Phase 2
Onboarding
Once you’re on board, we handle the necessary authorizations to securely access your tax information. Then, we gather documents, organize financials, and prepare everything needed to ensure a smooth and accurate filing process.
Phase 3
Tax Preparation
With everything in place, we prepare your tax return accurately and efficiently. Our CPA handles all the details, ensuring compliance while maximizing deductions and tax savings.
Phase 4
Reviewing Tax Return
Before filing, we’ll walk you through the key details, answer any questions, and make any necessary adjustments—so you can file with complete confidence.
Phase 5
Filing Tax Return
Once you’ve reviewed and approved your return, we handle the secure and timely filing with the CRA. You’ll receive confirmation when it’s submitted, ensuring peace of mind that your taxes are done accurately and on time.
Contact Us