Personal Tax Filing Without the Stress with affordable prices
- Personalized Tax Solutions
- Fast & Hassle-Free Filing
- Tax-Saving Focus
- Trusted CPA Professionals
Personal Tax Filing Packages
Student
Simple returns, great pricing.
- Included Forms - T2202
- Tuition Transfer / Carry-Forward Review
- Medical Expenses Review
- Donation Receipts Review
- Disability Tax Credit (DTC) Review
- Checklist Provided
- Review Before Filing
- Pay Only If Satisfied
- Support Call (Free 15-min)
Employed
For salaried individuals.
- Included Forms - T4
- Tuition Transfer / Carry-Forward Review
- Medical Expenses Review
- Donation Receipts Review
- Childcare Expenses Review
- RRSP / RPP Optimization
- Employment Expenses (T777)
- Disability Tax Credit (DTC) Review
- Checklist Provided
- Review Before Filing
- Pay Only If Satisfied
- Support Call (Free 15-min)
Self-Employed
For business owners.
- Included Forms - T2125 + GST/HST
- Tuition Transfer / Carry-Forward Review
- Medical Expenses Review
- Donation Receipts Review
- Childcare Expenses Review
- RRSP / RPP Optimization
- Employment Expenses (T777)
- Disability Tax Credit (DTC) Review
- Checklist Provided
- Review Before Filing
- Pay Only If Satisfied
- Support Call (Free 15-min)
International
For non-residents & foreign income.
- Included Forms - T1 + Cross-Border
- Tuition Transfer / Carry-Forward Review
- Medical Expenses Review
- Donation Receipts Review
- Childcare Expenses Review
- RRSP / RPP Optimization
- Employment Expenses (T777)
- Disability Tax Credit (DTC) Review
- Checklist Provided
- Review Before Filing
- Pay Only If Satisfied
- Support Call (Free 15-min)
Serving Personal Tax Filing Across Ontario & Canada
testimonials
Our Clients' Results Speak for Themselves
Real success stories from businesses we’ve helped grow.
Expert Tax Advice for Truckers & Small Businesses
I had a great experience with at Beta Taxes CPA. He explained a complex CRA trucking issue in very simple terms and helped me understand the risks and the right way to move forward. Very knowledgeable, patient, and practical. If you are a trucker or small business owner looking for clear tax advice, I highly recommend Beta Taxes.
Sarang Vaid
Stress-Free Business Tax & CRA Compliance
Beta Taxes CPA provided excellent support for our business tax and CRA compliance needs. Their team is knowledgeable, proactive, and very responsive. They explained CRA requirements clearly, identified tax-saving opportunities, and handled filings accurately and on time. The entire process was smooth and stress-free. We highly recommend Beta Taxes CPA for reliable business tax and CRA support.
Pargat Sandhu
Expert Guidance for Canadian Home Sale Tax Matters
Alex has been so amazing! I sold my home shortly after moving to the UK on a temporary visa and it was so stressful navigating the Canadian tax system. Even from afar – across the world, Alex took his time walking me through what I need to do, advised me on next steps, and how he can help me through calls on Whatsapp and email. I received the letter I needed from him to proceed with the closing of my Canadian home sale. Thank you so much to Alex and the team for your guidance and help! I appreciate it so very much 😊.
Carmen Mach
Industries We Serve With Personal Tax Return Filing Services
Case Studies
Capital Gain Reporting for an Investor Selling Stock Positions
Problem: The individual investor, who had sold some of his stock positions during the year, was uncertain as to how he should calculate his adjusted cost base and report the capital gain.
Solution: We compared his T5008 forms with his brokerage account statement, calculated his correct adjusted cost base for previous investments, and properly reported the gain using Schedule 3.
- Capital gain recorded correctly by Schedule 3
- Cost basis determined correctly and validated
- Paperwork strong enough to pass any CRA inquiry
Tax Joint Filing for a Newly Married Couple in Toronto
Problem: The couple was married during the middle of the year and did not realise that the way in which they filed taxes was different – from eligible credits transfer to what one of the spouses' tuition amounts could help the other.
Solution: The two returns were looked at simultaneously, and we figured out which credits should be transferred between the two and how the two should file in conjunction with one another.
- Both returns filed successfully as a paired couple
- Credits allocated to the more worthy spouse
- The couple is now aware about joint filing after marriage
Claiming Tuition and Relocation Expenses for a Graduate Student in Waterloo
Problem: The student moved for his work experience but was unsure whether his relocation expenses could be claimed as a deduction or how he should claim the unused tuition amount.
Solution: It involved evaluating the circumstances surrounding his relocation based on the eligibility requirements of the CRA and computing his deductible amount, as well as organising his years of unused tuition credits.
- Return prepared correctly with relocation expense deduction
- Tuition credits unused properly documented and categorized
- Student ready for using credits carried forward in the future
First-Time Home Buyers Credit for a Couple Buying a House in Milton
Problem: A couple that had just bought their first house did not know which credits and withdrawals they qualified for, one being the withdrawal from their RRSPs under the Home Buyers' Plan (HBP).
Solution: We verified whether they could apply for the first-time home buyers credit and reported their HBP withdrawal.
- Claimed first time home buyers credit in full
- HBP repayment amount accurately indicated
- Payment plan clearly established for future filings
SCHEDULE AN INTRO CALL
Your Dedicated Accounting Partner Is Just a Call Away
Each business has its own unique financial goals and the best accounting strategy is based on understanding the goals. If you’re in need of continuous support in accounting including bookkeeping, tax planning and payroll management, or business consulting services Our team is ready to assist.
In your initial call we’ll use the opportunity to understand your business as well as discuss the current challenges you face in accounting and suggest solutions that are tailored to your specific needs. You’ll get a better picture of how we will assist you in achieving financial success by providing clear communication, practical guidance and consistent, year-round service.
- Talk about your accounting and tax requirements
- Receive personalised recommendations based on your company's goals
- Find out more about our accounting process and service options
- What’s your budget?
