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Don’t Stress About Your Finances

Our accounting and tax services will give you the peace of mind you deserve.

Frustrated With Your Finances?

Don’t let the CRA tell you how your taxes should be. With CoPilot Tax, you get an expert team of accountants ready to understand your needs, manage your business’s finances, execute a customized tax plan, and maximize your profits while ensuring the peace of mind you deserve.

Submit a Request

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.

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

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.

Payroll

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

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

Helping you keep more of your hard-earned money

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