Easy tax filing.
Hassle free bookkeeping.
Optimal results.

Seeking personalized approach to your tax filing?
Frustrated with the big guys' cold corporate tax filing approach?
Not enough time to dedicate to tax filing?
Would you rather spent time working on your business?
Considering an audit?
Let's work together to help you file your taxes and get the return you deserve.

3 critical tax challenges every small business needs to tackle and secure the optimal return it deserves

Precisely the challenges Optimum Tax resolves then goes above and beyond to ensure optimum customer satisfaction.

Wasting Time

If you are like the majority of the small business owners, you spend over 40 hours per year on your taxes.

Avoiding Discomfort

Avoid the discomfort from the cold attitude of your accountant

Eliminate Loss of Money

Eliminate the loss of money due to tax regulations’ complexity

What We Do?

Our accounting services are focused on small-business owners to let them focus on their business. Optimum Tax is your accounting department. We provide bookkeeping and accounting services, payroll and expert financial advice for small and medium-sized corporations in different industries.

Our flexibility offers both services online and in person. We assist start-up companies to set up and establish strong accounting systems with GST, taxes, payroll, and other procedures and legal requirements.

In our work we love to exceed our clients’ expectations with professionalism and expertise.

Corporate accounting and tax returns

With over 10 years of experience at Optimum Tax we focus our tax efforts on Small and Medium-sized Businesses, Corporate taxes and GST.

Our accountants are experts in preparing Self-employed/Sole Proprietors and Sub-contractors, Rental Properties/Real Estate Professionals.

You focus on your business and we focus on your taxes. With our help you you get all the deductions you are entitled to. We are experts in what expenses you can claim and make sure all the deadlines are met.

Here at Optimum Tax your tax returns are prepared accurately so that you are not being “red flagged” by CRA. Our accountants deal with any CRA inquiries or audits on your behalf year-round.

Bookkeeping

Keeping the books up to date and balanced is of paramount importance and we know you or your bookkeepers will have questions. We provide to our clients coaching and advice that will keep your books clean and compliant. Our Bookkeeping services can be offered in QUICKBOOKS and SAGE 50.

Personal tax returns

We'll take care of your personal taxes - T4s, expenses, deductions, RRSP, family income split, investment income, rental properties, crypto income. You just need to give or send us the receipts and we'll make sure you get the most optimal return.

Financial statements preparation

Optimum Tax prepares your financial statements in a timely fashion using Accounting Standards for Private Enterprises (ASPE). We know how important it is to complete your financials on time so that you can submit your taxes, meeting the deadlines and pay the government. Our commitment is to ensure we meet quality guidelines, and that Notice to Reader financial statements are completed within three weeks of intake.

How can we help?

We love to assist businesses to achieve their optimum potential by minimizing the chance of making poor financial and tax reporting decisions. Our strength is the ability to observe and listen carefully and fit seamlessly into the reality of your business operations.  We are available for questions 24/7.  Let’s connect and start a mutually enhancing collaboration.

Find our current deals for services at Door Deals Canada.

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What Our Clients Have to Say

We don’t shy from good cheer – we believe that this is one of the best ways to get our service to more businesses that might be in need of good tax and bookkeeping assistance.

Optimum Tax
5.0
Based on 19 reviews
powered by Google
Victor RumanskiVictor Rumanski
03:43 03 Mar 23
It was my first time going to optimum tax with VellieThe google reviews are true indeed lolShe did an amazing job and explained all details to me also helped with many questionsWill definitely do taxes with her next year!
Harvie WindoverHarvie Windover
18:39 13 Dec 22
Vellie was wonderful to work with. She did both of my parents taxes. Saw me the very next day after me getting a hold of her later in the day. She took care of things right away and let me know what was going on as we progressed through it. I will be using her again next year, but in the spring - when taxes are supposed to be done.
Elizabeth BolzonElizabeth Bolzon
21:31 15 Nov 22
Vellie is amazing. She is not only incredibly knowledgeable, she's kind, she listens and she makes you feel valued. She helped me with my self-employment taxes as well as corporate fillings (which were really complicated) and her expertise is beyond impressive. I highly recommend her services!
Laura CuellLaura Cuell
01:17 04 Oct 22
I am very happy to have found Vellie online, as she was able to answer my questions and assist with my tax returns. Very knowledgeable and professional.
Orlin UzunovOrlin Uzunov
03:10 26 Apr 22
My wife and I worked with Vellie for the past 2 years to handle our taxes as self employed. She is very professional and very patient with our inquiries. Highly recommend and will use her service again.
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OUR SERVICES

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Connect to book a consultation

Let’s talk and see how we can collaborate. Send us a message or call us at 587-284-7060 and we’ll be happy to discuss your business and the opportunities for collaboration.