Helping you
keep more of your
hard-earned money!

Helping you keep more of your hard-earned money!

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Helping you keep more of your hard-earned money!

About Our Company

Are you tired of feeling like your accountant isn’t really thinking about how to optimize your tax planning? We are, too.
Don’t overpay anymore! Contact us for a customized tax strategy tailored to your goals.
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Years Experience on Tax Consulting

Explore Our Services Tailored to Your Needs

From tax preparation and tax consulting to financial reporting, accounting systems setup, and cross-border services, we provide expert advice and trusted guidance for every tax-related issue troubling you.

TAX SERVICES

Tax
Preparation

At CoPilot Tax, our goal is to understand your unique financial situation so we can provide a personalized plan to help you maximize your deductions and credits. Our team of experienced professionals will help you file your taxes accurately and efficiently.

Tax Planning
and Consulting

The best time save on taxes was yesterday. The second best time is today!. The best tax planning is done months in advance, years in advance, or even decades in advance. We offer proactive tax planning to save on taxes now and in the future.

Cross-Border
Taxes

Working, investing, or doing business in the US? Make sure you take care of your tax obligations or you may face the IRS’s severe tax penalties! Our team can help you navigate and plan around the US tax considerations.

Estate
Planning

Did you know that you could face four different taxes when you pass away? Many people do not prepare for it. Work with us to try to reduce your taxes at death to $0.

ACCOUNTING & ADVISORY SERVICES

Bookkeeping &
Financial Reporting

Using our experience in analyzing financial data and preparing accurate and informative financial reports, we can assist you with your financial reporting. From preparing monthly financial statements to developing long-term plans.

Payroll

Don’t waste your time running payroll—that’s our job.

CFO
Services

So you received your financial reports, but what do they mean? What do these numbers say? What should you do about it? If you’re unsure, then you need a CFO. A full-time CFO can cost hundreds of thousands of dollars but we offer part-time CFO services.

Accounting Systems
Setup & Payroll

From choosing the right software to setting up your chart of accounts and establishing financial processes and procedures, we aim to provide robust and user-friendly financial system to help you manage your finances and grow your business.

Explore Our Services Tailored to Your Needs

From tax preparation, tax consulting, financial reporting, accounting systems setup, and cross-border services, we provide expert advice and trusted guidance for every tax-related issue troubling you.

TAX SERVICES

Tax Preparation

At CoPilot Tax, our goal is to understand your unique financial situation situation so we can provide a personalized plan to help you maximize your deductions and credits. Our team of experienced professionals will help you file your taxes accurately and efficiently.

Tax Planning and Consulting

The best time to save on taxes was yesterday. The second best time is today! The best tax planning is done months in advance, years in advance, or even decades in advance. We offer proactive tax planning .to save on taxes now and in the future.

Cross-border Taxes

Working, investing, or doing business in the US? Make sure you take care of your tax obligations or you may face the IRS’s severe tax penalties! Our team can help you navigate and plan around the US tax considerations.

Estate Planning

Did you know that you could face four different taxes when you pass away? Many people do not prepare for it. Work with us to try to reduce your taxes at death to $0.

ACCOUNTING & ADVISORY SERVICES

Bookkeeping & Financial Reporting

Using our experience in analyzing financial data and preparing accurate and informative financial reports, we can assist you with your financial reporting. From preparing monthly financial statements to developing long-term plans.

Payroll

Don’t waste your time running payroll—that’s our job.

CFO Services

So you received your financial reports, but what do they mean? What do these numbers say? What should you do about it? If you’re unsure, then you need a CFO. A full-time CFO can cost hundreds of thousands of dollars, but we offer part-time CFO services.

Accounting Systems Setup & Payroll

From choosing the right software to setting up your chart of accounts and establishing financial processes and procedures, we aim to provide you with a robust and user-friendly financial system to help you manage your finances and grow your business.

What Our Expert Guidance Does for Your Industry

Professionals

We help doctors, dentists, lawyers, realtors, investment advisors and other professionals with their taxes so they can focus on what they do best—running their businesses.

Small to Medium Businesses

We specialize in providing top-notch bookkeeping, financial statements, and tax planning to small to medium businesses, including start-ups, agencies, influencers, consultants, freelancers, and more.

Real Estate

Whether you’re buying your first property or you’re an experienced developer, we relieve you you of tax anxieties and make sure your structure is optimized.

What Our Expert Guidance Does for Your Industry

What People Say About Us

Trusted By:

How to Become a Client

Let’s Connect!

Start by filling out the contact form below. We’ll send you a link to a quick online survey to get to know you better and see if we’re the right fit for each other.

Discovery Call

If you seem like a match for our services, we’ll arrange a free call to delve into your business and share insights on our approach and services.

Tailored Proposal

If we move forward after the discovery call, we’ll tailor a proposal to your business needs and set the stage for your seamless onboarding with the CoPilot Tax team.

Smooth Onboarding

You’ll meet your dedicated team, get acquainted with our tools, and receive any needed catch-up bookkeeping. If you’re transitioning from another service, we’ll guide you every step of the way.

Ongoing Support

Our commitment to ongoing support means regular check-ins for a tailored experience that perfectly aligns with your evolving business goals.

Get in touch

Get in touch with our team of professionals to learn how we can help you save on your taxes!

Additional areas served

At CoPilot Tax, we are dedicated to providing top-notch tax and accounting services to businesses and individuals across Canada. Our services are not limited to just one city or region. In addition to serving clients nationwide, we are proud to offer local tax accountant services in several major cities, including Brampton, Mississauga, Calgary, Edmonton, Hamilton, Ottawa, and Winnipeg. Whether you’re based in one of these cities or are simply in need of a local tax accountant, our team of experts is here to assist you. Contact us today to learn more about our services and how we can help you manage your taxes and finances.

Additional services provided

At CoPilot Tax, we understand the importance of having a reliable and efficient accounting system in place. That’s why, in addition to our tax-focused services, we offer comprehensive accounting services to businesses in Canada. Our team of business accountants provide expert support in bookkeeping, financial reporting and more, ensuring that our clients’ financials are in order. For small business owners, we also offer online accountants for small business, which allow you to manage your finances from the comfort of your own home or office. Our online accountants use the latest technology and tools to deliver efficient and accurate results. Trust us to be your go-to accountant business and take advantage of our top-notch accountant services. accountant, our team of experts is here to assist you. Contact us today to learn more about our services and how we can help you manage your taxes and finances.

At CoPilot Tax, we are dedicated to providing top-notch tax and accounting services to businesses and individuals across Canada—our services are not limited to just one city or region. In addition to serving clients nationwide, we are proud to offer local tax accountant services in several major cities, including Brampton, Mississauga, Calgary, Edmonton, Hamilton, Ottawa, and Winnipeg. Whether you’re based in one of these cities or are simply in need of a local tax accountant, our team of experts is here to assist you. Contact us today to learn more about our services and how we can help you manage your taxes and finances.

At CoPilot Tax, we understand the importance of having a reliable and efficient accounting system in place. That’s why, in addition to our tax-focused services, we offer comprehensive accounting services to businesses, in Canada. Our team of business accountants provide expert support in bookkeeping, financial reporting and more, ensuring that our clients’ financials are in order. For small business owners, we also offer online accountants for small business, which allow you to manage your finances from the comfort of your own home or office. Our online accountants use the latest technology and tools to deliver efficient and accurate results. Trust us to be your go-to accountant business and take advantage of our top-notch accountant services.

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