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Who we help
Employees, self-employed and freelancers, influencers, sole proprietors, students, newcomers, retirees, landlords, investors, and anyone behind on past returns.
Why people choose Vertical CPA
- Explanations before filing
- Year-round answers, not just in April
- Fixed-fee quotes before work starts
- Support for CRA reviews
What we do for you:
- Quick intake. Short call or form to map income sources and life events.
- Simple upload. Secure portal. Phone photos accepted if readable.
- Optimization. We test credits and deductions and show you the impact.
- Filing. We e-file your return and send proof of CRA acceptance.
- Post-Filing support. If CRA asks for documents, we respond on your behalf.
Our tax services include:
T2 corporate tax filing
Corporate tax filing
GST/HST filing
CRA audit assistance
Tax filing and planning for sole proprietorships
Tax filing and planning for partnerships
T1 personal tax filing
Incorporation
Life events we handle and what to prepare
- New to Canada. Entry date, world income from arrival, foreign assets details if any.
- Bought or sold a home. Purchase and sale documents, closing statements, and principal residence details.
- Started self-employment. Income summary, invoices, receipts, vehicle log, home office details, and equipment purchases.
- Rental property. Lease agreements, rent collected, expenses by category, and mortgage interest statement.
- Investing Income. Realized gains and losses, ACB records, transaction summaries.
- Family changes. Marriage, separation, new child. Dates and support payments if applicable.
- Pension slips, RRSP or RRIF withdrawals, OAS and CPP slips.
How we maximize your refund
- Check carryforward RRSP room and loss balances
- Optimize transfers for tuition, disability, and pension splitting where allowed
- Validate CCA classes on rental and business assets
- Review medical receipts for the best 12-month period
- Confirm sale of principal residence reporting to avoid penalties
FAQs
When are personal returns due?
April 30. Self-employed tax returns can filed by June 15, but any balance is due April 30.
Salary plus a side business. What should I track?
Income, expense receipts, mileage, and a separate bank account, if possible. We provide a simple tracker. Contact us.
Do you handle past-due returns?
Yes. We prepare for multiple years and deal with CRA letters.
What records should I keep and for how long?
Keep tax records for at least six years. Digital copies are fine if readable.
Do you work only in tax season?
We answer questions all year and help you plan for next year.
DIY vs CPA: when a professional adds value
Consider a CPA if any apply:
- More than one income type or province in the year
- Self-employment, rental, or significant investment activity
- Sale of a property or business
- Past-due or amended returns
- CRA review letters or installment issues
- Desire for year-round planning, not just filing
Pricing and timing
- Fixed fee based on complexity, quoted before work starts
- Most returns are completed within a few business days after we receive all documents
- Rush options available in March and April
CRA support and privacy
We can be authorized to speak to CRA for you. We store documents in a secure portal and keep only what we need to meet legal and professional standards.