Accountant and Tax Specialists for Startups in Canada

Taking care of your finances with expert guidance.

Expert Accounting and Tax Support for Startups

As a startup founder, it’s natural to feel like you have a million things to worry about. From bringing your idea to life to managing the day-to-day operations of your business, there are always challenges to overcome. But with all the risks come great rewards, and starting your own business can be an incredibly rewarding experience.

One thing that can be overwhelming for startup founders is keeping track of their financial records and bookkeeping. It’s easy to get caught up in all the administrative tasks and let these things slip, but it’s important to stay on top of them. Not only will it make your life easier, but it will also make it easier to legally incorporate your business or handle a CRA audit.

That’s where CoPilot Tax comes in! We’re here to help with everything from managing your day-to-day operations to working on your long-term strategy, all while making sure your business is profitable. We understand that the business world is constantly changing, whether it’s due to market trends, new technology, or the challenges of a pandemic. That’s why we stay up-to-date on the latest tools and techniques to help your startup succeed.

So go ahead and focus on your business; we’ve got your back. Contact CoPilot Tax today to learn more about how we can support your startup!

At CoPilot Tax our team of experts can help you with all aspects of business and tax planning. Whether you need general business advice or specific tax guidance, we have the expertise to support you. We can also assist with the purchase, sale, or setup of your startup.

In addition to providing a range of accounting, tax, and advisory services for startup founders, we offer the following specific services:

Incorporation & Structure

Should you incorporate now? Salary vs dividends? We guide founders through the right setup to protect ownership and avoid costly mistakes.

Investor-Ready Financials

Clean books, financial models, and due diligence support that make raising money from angels or VCs smoother.

SR&ED, Startup Tax Credits, and Startup Grants

Maximize programs like SR&ED and government funding while using losses strategically to reduce future tax bills.

Cash Flow & Runway Management

Stay in control of your burn rate and with FP&A support tailored to early-stage companies.

Bookkeeping That Scales

Cloud based bookkeeping, monthly reporting, and expense tracking designed for fast-growing startups.

Our tax services include:

Corporate tax return (T2) preparation

Sole proprietor tax return (T1) preparation

Tax planning

Holding company structuring

Family trust setup

Structure to sell your business tax-free

Optimizing the Lifetime capital gains exemption

Salary vs. dividend consideration

Tax minimization and tax relief

SR&ED funding and grant applications

Common questions from founders that we answer:

- Should I incorporate my startup?

- How do I pay myself as a founder?

- What expenses can I write-off as a founder?

- How do I prepare financial statements for my investors?

- Am I eligible for SR&ED and government grants?

Whether you are a late series startup or bootstrapped, we have the expertise to support you. Contact us today to learn more about how we can help.

Tax Specialist for Startups in Canada

As tax specialists for startups in Canada, we at CoPilot Tax understand the unique challenges and potential risks facing startups when it comes to tax compliance. Our years of experience working with startups have given us insight into what how to maximize your SR&ED claims.

We work remotely and have a team of highly skilled and educated professionals who can assist with all your tax and accounting needs. Unlike other accounting firms, we are committed to providing ongoing support for the financial side of your startup, ensuring that the books are closed, staff are paid on time, and cash flow is managed effectively. Contact us today to learn more about how we can help you.

Accounting Services for Startups in Canada

At CoPilot Tax we specialize in providing accounting services for startups. Our team of accounting experts has the skills and knowledge to handle the complex accounting and tax needs of startups. We are equipped to assist with tax filing, business management, and any other accounting services you may require.

If you are in need of accountants to support your startup, don’t hesitate to contact us. Our team is ready to provide the expertise and support you need to succeed. Contact us today to learn more about how we can help.

Get in Touch

Chat with our team of experienced professionals at CoPilot Tax to learn how we can help you save on your taxes.