Your clients trust your numbers. Trust yours to us.
Bookkeeping, payroll, HST, and year-end tax for incorporated consultants, engineers, and professional practices. Books that are always current, and an accountant who plans ahead instead of reporting after the fact.
CRA EFILE authorized · Every file reviewed by an accountant · Built in Ottawa, Canada
taxifi · Tax forecast
Q3 2026
- Corporate instalment Set aside
- HST owing Forecast
- Salary vs. dividends Modelled
- Passive income limit Monitored
The problems we take off your plate
Salary vs. dividends, planned not guessed
How you pay yourself changes your personal tax, your RRSP room, and your CPP. Your accountant models the mix against your actual numbers each year, instead of repeating whatever was done last year.
Passive income and the small business deduction
Investment income inside your corporation can quietly shrink your small business deduction. We watch the thresholds through the year and flag it before it costs you, not on the T2 after it already has.
Lender-ready records on demand
A mortgage renewal, a line of credit, a partner buy-in. When someone asks for financial statements, you send current, accountant-reviewed numbers the same week, not a request to wait until year-end.
Instalments and HST, forecast ahead
Corporate instalments and HST come due whether you planned for them or not. We forecast what you will owe from live numbers, so the cash is set aside and there are no surprise letters with interest attached.
What’s included
One flat monthly price. Everything below is in it.
- Monthly bookkeeping and every account balanced
- A live dashboard: money in your pocket, and what you owe CRA
- Payroll runs and payroll taxes sent to CRA
- HST returns prepared and filed
- Instalments forecast and set aside, so CRA letters stay boring
- Salary vs. dividends planning with your accountant
- Business advisory from your accountant: cash flow and growth
- T4 and T5 slips at year-end
- Year-end corporate tax return (T2)
- Unlimited questions to an accountant
| Area | A typical setup | With taxifi |
|---|---|---|
| Your numbers | Once a year, months late | A signed monthly report every month |
| Tax planning | In April, after the fact | While it can still change the outcome |
| Instalments | A quarterly surprise | Forecast and already set aside |
Common questions from professional firms
I already have an accountant who does my year-end. Why switch?
A year-end-only accountant sees your numbers once, months after the decisions were made. With taxifi, the books are current all year and the same accountant who answers your questions in July files your T2 in the spring. Planning happens while it can still change the outcome.
How do you decide between salary and dividends?
From your actual numbers, not a rule of thumb. Your accountant looks at corporate and personal tax together, RRSP room, CPP, income splitting where the rules allow it, and your cash needs, then recommends a mix. It gets revisited every year because the numbers and the rules both move.
I hold investments inside my corporation. Can you handle that?
Yes. We book investment activity, track passive income against the small business deduction threshold, and prepare the T5 slips when the corporation pays you dividends. If your structure should change, your accountant will raise it.
Will you work with my financial advisor or lawyer?
Yes. Tax planning touches your portfolio, your insurance, and sometimes your corporate structure. Your accountant will get on a call with your other advisors and share whatever statements they need, with your permission, so the advice lines up.
Run your practice on numbers you trust
One accountant who knows your year from January to filing. One discovery call gets you a flat monthly price, and the decision stays yours.
Book a discovery call