Tax help for the self-employed and small firms

Freelancers, tradespeople, gig workers, landlords and small business owners who want their taxes done right without hiring a full accounting firm.

Fees per return, plus monthly or quarterly packages for bookkeeping checks, GST/HST filings and tax planning.

• Strong knowledge of self-employed tax rules
• Bookkeeping and accounting software
• Organising clients' paperwork and deadlines
• Explaining tax in plain language

• Check CRA rules for tax preparers and EFILE, and whether you need to register for a Business Number and GST/HST yourself
• Professional liability (errors and omissions) insurance
• Titles like accountant (CPA) are protected in many provinces, so check your provincial regulator before describing your services
• Missed deadlines can cost clients penalties, so use a reliable calendar and written engagement terms
• Protect client data with strong passwords, encryption and secure file sharing
• Refer clients to a CPA when work goes beyond your training, such as audits or incorporated companies

Startup costs are typically estimated at around $1,000 to $5,000, depending on your accounting and tax software, data security tools and insurance. Costs vary with how many clients you plan to serve and how you set up your workspace.

Monthly revenue is typically estimated at around $800 to $4,000, depending on your client numbers and the services you offer. Work for self-employed people and small businesses can be steadier across the year than personal returns alone.

Check CRA rules for tax preparers and EFILE, and whether you need your own Business Number and GST/HST registration. Titles like accountant (CPA) are protected in many provinces, so check your provincial regulator before describing your services.