WHAT WE DO

We help Canadian small and medium sized business owners achieve their financial goals with cloud-based bookkeeping and professional tax filing and tax advisory services. We ensure you have clean and up-do-date bookkeeping, minimize your tax bills, file taxes on time, and provide proactive and pre-emptive tax minimization strategies.

Cloud-Based Bookkeeping

  • For both sole proprietors and incorporated business owners
  • We use QuickBooks Online, Xero, Dext and other cloud-based apps to provide you with a custom-tailored bookkeeping solution for your business
  • Cloud accounting systems set-up for your business
  • Clean-up jobs of prior periods
  • Monthly bookkeeping, reconciliations, transaction tracking and recording to keep your books up-to-date throughout the year
  • Payroll processing, calculations and ROEs

External Controller

  • Monthly, quarterly, or annual financial statements and other financial reports
  • Helps you understand, grow and succeed in your business
  • Monthly, quarterly, or annual meetings with your accountant to ensure you are achieving and exceeding your financial goals in your business
  • We can act as your external fractional controller helping to supervise your internal accounting team and supporting your accounting function

Tax Filing

  • Professional tax e-filing, always on time
  • Individual tax returns for you and your family members
  • Sole proprietor tax returns
  • Corporate tax returns
  • GST/PST/HST returns
  • T4/T5 returns and summaries
  • Trust returns

Tax Advisory

  • By ensuring your books are up-to-date throughout the year on a monthly or quarterly basis, we can have proactive tax strategy meetings as required
  • Owner-manager remuneration strategies
  • TFSA/RRSP/RESP/RDSP discussions
  • Sole proprietor vs incorporation
  • Installment reminders and advice
  • We want you to pay the least amount of tax possible while remaining fully CRA-compliant
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TESTIMONIALS

Our Approach

We are passionate about providing our clients with personalized accounting and tax solutions and advice.

Fixed value-based transparent pricing, agreed upon up-front

No surprise bills ever, no hourly rates, guaranteed

Fully remote and cloud-based

Secure client file upload and storage system

Fast and quick responsive customer service

Custom cloud bookkeeping solution for your business

Get Started

PROCESS TO GET STARTED

Discovery Call

Schedule a discovery call by clicking here. On this call, we do a deep dive into learning about what you need, want and value.

Proposal

After the discovery call, we will create a proposal for you with three different service options

Options Call

We will have another call to explain the different service options

Engagement Letter

We review and you sign our engagement letter

Onboarding

Onboarding meeting to set you up in our systems and meet the team

And We're Off...

Welcome to clean, up-to-date cloud-based bookkeeping and professional tax advisory, tax filing on time, and tax savings!

GET STARTED

Book a free consultation by clicking the link below or filling out the form.

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    ABOUT

    FORTAX Corp. is a modern cloud-based paperless accounting and tax firm helping Canadian small and medium sized business owners achieve their goals.

    We help business owners by offering a completely pain-free paperless cloud-based bookkeeping, accounting and tax solution tailored to your exact needs.

    This helps you understand your business, ensure your business grows, minimizes your tax bills, and gives you peace of mind.

    Having up-to-date and clean bookkeeping throughout the year is essential to understanding what’s happening in your business.

    We take a deep look into the accounting needs of your business and develop a custom cloud-based bookkeeping and accounting solution to ensure you have the financial data you need to understand your numbers and succeed in growing your business.

    FORTAX CORP. is owned and managed by Neal Winokur. Neal is a CPA, CA and has 13 years of experience serving Canadian individuals, families and businesses in helping them with their bookkeeping, accounting and tax needs. He is quite outspoken on how complicated the Canadian tax system is and has written a book, The Grumpy Accountant with his ideas on how to massively simplify it such that the job of a Canadian tax accountant becomes completely unnecessary! Until that day comes, he and the team at Fortax Corp. are here to serve you with pleasure!