Plan ahead. File with confidence.
Tax planning & preparation
Understand your tax position before a deadline becomes a rush. We help with returns, business structure and a tax plan that fits your goals.
Learn more about Tax planning & preparationYour business. Our shared direction.
More clarity.
Less tax stress.
You’re building a business. We’ll help you understand the numbers, plan your taxes and decide what comes next.
Canadian CPAs. Working with you, wherever you are.
Real people.
In your corner.
Good accounting starts
with your business.
The right help.
At the right time.
From the everyday books to the bigger decisions, get accounting and tax advice that makes sense for your business.
Know where your business stands.
Bookkeeping & accounting
Keep your books current and your financial reports useful. Get help with day-to-day bookkeeping, payroll and the systems behind them.
Learn more about Bookkeeping & accountingMake sense of the numbers.
Business & CFO advisory
Turn your financial reports into decisions. Our part-time CFO services help you understand performance and plan your next steps.
Learn more about Business & CFO advisoryThink beyond this tax year.
Cross-border & estate planning
Get guidance on the tax questions that come with US business interests, investments and passing on your estate.
Learn more about Cross-border & estate planningAn accountant who
looks ahead with you.
Tax decisions reach beyond filing day. How you structure your business, pay yourself and plan for the future can all affect what you owe.
We take the time to understand the full picture, then help you work through your options.
Get to know CoPilotA plan built around you
Your business and personal goals shape the advice. We start by listening.
Answers you can understand
We explain the numbers and the options so you can make an informed decision.
A team you can work with online
Cloud accounting makes it possible to work together across Canada.
You know your business.
We get to know it, too.
Different businesses face different tax questions. We work with people running practices, building companies and investing in property.
From a CoPilot client
A little more
peace of mind.
“There’s been a real peace of mind I’ve had that our finances and tax are taken care of since I’ve moved over to CoPilot Tax.”
A straightforward
way to get started.
Start with a conversation. We’ll work out the next steps together.
- 01
Tell us what’s on your mind
Share a little about your business and the help you’re looking for.
- 02
Let’s see if we’re a fit
If we can help, we’ll arrange a discovery call and prepare a proposal.
- 03
Get your team on board
We’ll walk you through the tools, the transition and any catch-up work.
A few things you
might be wondering.
Ask us something else Do I need to be in Ontario to work with you?
No. We work online with individuals and businesses across Canada. Our office is in Oakville, Ontario, and our cloud accounting approach lets us work together wherever you are.
Can you help me switch accountants?
Yes. We guide you through the transition, introduce you to your team and tools, and work through any catch-up bookkeeping needed to get started.
What does it cost?
Your proposal depends on the services you need and the details of your business. Start with a conversation so we can understand your situation and put together a scope and fee for you to review.
Do you work with incorporated businesses?
Yes. We work with business owners, professionals and real estate businesses, including corporations. If you are considering incorporation, we can help you understand the tax considerations for your situation.
Let’s make the numbers
work for your next chapter.
Tell us where you are and where you’d like to go.