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Savings 
Made 
Simple

Our Vision

At Books & Tax, we’re not a big box firm. We’re real people helping other real people simplify their finances, get refunds they deserve, and feel in control of their taxes.

 

Founded with a passion for advocacy and numbers, we specialize in working with individuals and families dealing with disability, caregiving, and CRA confusion.

 

You don’t need to figure this out alone — we’re here to help.

Bookkeeping Services

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Monthly Flat-fee Billing

Prompt Response Time

Client Care Focused

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Payroll Services

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Up to 100 employees

Benefit Management

Accurate, on-time and reliable

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Income Tax Preparation

 

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Individual - max 10 years missed fillings

Sole Proprietor Return Preparation

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Disability Tax Credit (DTC) 

Services and Support

 

Full support for Canada's Largest ​

Tax Credit approvals and refunds

WHY COLLABORATE WITH US

Expertise

Integrity

Accessibility

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