ACCURATE TAX FILING, DELIVERED ON TIME
Professional tax services that meet deadlines and maximize your returns while keeping you compliant with CRA regulations.
- Efficient Tax Filing
- Accurate Record-Keeping
- Maximized Tax Savings
What Is the Real Cost of Your Tax Filing Stress?
As the tax season approaches…
• Are you spending excessive time managing your tax documents and filings?
• Are you overwhelmed by frequent changes in tax laws and unsure which updates apply to you?
• Is your clinic experiencing erratic cash flow that makes financial planning a nightmare?
• Is it hard to confidently identify and claim all possible deductions?
• Do you constantly second-guess your ability to report income and claim deductions accurately?
If any of these describe you, then you might be part of the 85% of young Canadians, 75% of millennials, or 51% of boomers who dread tax season and feel the stress and anxiety building up as tax filing time approaches.
We believe that accurate and timely tax preparation shouldn’t be stressful and a luxury but a standard for everyone.
Personalized Tax Solutions for Your Unique Financial Needs
We know that dealing with complex financial situations and keeping up with constantly changing tax laws can be overwhelming and stressful. It’s easy to feel anxious about making mistakes or missing out on deductions. The pile of paperwork and tight deadlines only adds to the stress, putting your financial stability at risk.
With over 10 years of experience in tax planning and financial management, we’ve helped many people like you with different income sources and complicated financial situations. At Envision Accounting, we provide personalized and strategic tax solutions to make tax season easier for you. Every year, we guide our clients through the complexities of the Canadian tax system, ensuring they file accurately and on time, giving them peace of mind and the best possible tax outcomes.
We can do the same to you.
What You Can Expect From Us
Peace of Mind
Comprehensive tax filing delivers peace of mind that brings stress-free tax seasons by ensuring you don’t miss any crucial forms or deadlines.
Maximized Savings
Personalized tax planning delivers maximum deductions and credits that bring more money into your pocket, helping you achieve your financial goals faster.
Better Budgeting
Upfront transparent pricing delivers clear cost expectations that bring better budgeting and financial planning, freeing you from worrying about unexpected costs.
The Mental Health Practice Financial Blueprint
Step 1:
Take the Financial Wellness Check
Spend just 10 minutes completing a simple assessment to gain a clear snapshot of your practice’s financial strengths and weaknesses.
Step 2:
Schedule a Free Financial Clarity Session and Receive a Customized Plan
We’ll review your results and explore solutions to your financial challenges, providing immediate, actionable insights. Based on this session, we’ll develop a customized financial plan tailored to your goals, whether it’s reducing stress or growing your practice.
Step 3:
Enjoy a Thriving, Balanced Practice
We take the stress out of managing your practice finances and support you along the way as you focus on patients and create the practice of your dreams.
Here’s What You Will Get
✅ Personal Tax Returns (T1) for Residents and Non-residents
Ensures compliance with Canadian tax laws, reducing the risk of penalties while maximizing eligible tax refunds.
✅ Tax Planning Advice Related to Compensation
Helps clients structure their income to minimize taxes and maximize take-home pay, enhancing overall financial well-being.
✅ Retirement Savings Planning
Provides peace of mind and financial security for retirement, ensuring clients can maintain their standard of living.
✅ Tax Implications of Divorce or Separation
Helps clients navigate the financial complexities of divorce, ensuring fair settlements and tax efficiency.
✅ New Immigrant or Canadian Emigrants Tax Returns
Ensures compliance with cross-border tax regulations and optimizes tax positions during transitional periods.
✅ Tax Return Adjustments, Appeals, Reviews, and Relief
Safeguards clients against errors and ensures fair treatment by tax authorities, potentially recovering owed amounts.
✅ Capital Gains and Investment Income Reporting
Helps clients manage their investment portfolios tax-efficiently, maximizing after-tax returns.
✅ Tax Planning for Self-Employed Individuals
Maximize deductions and credits, improving cash flow and reducing tax liabilities.
✅ Tax Credits and Deductions Optimization
Minimizes tax liabilities, increasing disposable income and financial flexibility.
✅ Education Savings and RESP Plannin
Provides a financial foundation for children’s education, reducing future financial stress.
Are You Ready For Financial Clarity?
If you can agree with the statements below, I’m sure I can help you out.
✅ You want to spend less time managing your finances and more time with your patients
✅ You’re open to using cloud-based accounting software and technology-driven solutions.
✅ You want to build a relationship with a financial partner who can appreciate the unique challenges of mental health practices
✅ You want your practice to be sustainable and support your work-life balance
✅ You’re open to outside advice
We might not be a good fit if…
❌ You prefer to handle all your accounting tasks by yourself.
❌ You’re only concerned with meeting basic accounting compliance requirements and are not interested in the financial health of your practice
❌ You’re unwilling to use cloud accounting software
❌ You only want to work with your accountant in-person