Optimal Tax Services

Built on trust and Integrity

Your Preferred Tax Solution in Canada

More than just tax preparers. We are your dedicated tax partners, offering effortless and personalized tax solutions that take the stress out of tax season.

 

From personal tax filings to corporate returns, we’re here to simplify the process, ensuring you maximize your benefits with minimal stress.

Effortless Precision

Leveraging advanced tax software and expert-driven insights, we ensure absolute precision in every filing, eliminating errors while maximizing your returns. Our seamless processes take complexity out of the equation, leaving you with more time, less stress, and greater confidence in your financial future.

Holistic Financial Guidance

Tax season is not just about returns; it’s about strategic financial planning. We don’t just file your taxes – we guide you toward long-term financial success, offering insights into tax-saving strategies, future financial planning, and ongoing support that extends well beyond April 30th.

Human-Centric Innovation

Every interaction, whether online, over the phone, or in person, is designed to be intuitive, frictionless, and tailored to meet your specific needs. Our blend of human expertise and digital efficiency delivers a uniquely personal yet high-tech service experience.

Why Choose Optimal Tax Services?

Delivering excellence through meticulous attention to detail and a commitment to quality.

 

Expert Knowledge

Benefit from our years of expertise in tax laws, ensuring accuracy in every filing.

 

Personalized Solutions

Benefit from our years of expertise in tax laws, ensuring accuracy in every filing.

 

Client-Centric Approach

We tailor our services to meet your specific financial needs.

Choose us today.

As your dedicated tax partner, we go beyond the numbers, crafting personalized solutions that fit your unique needs. Choose Optimal Tax Services and experience the assurance of entrusting your financial well-being to a team that prioritizes your success. Make the optimal choice today – because your peace of mind deserves nothing less than the best.

We guide you all the way.

From initiating contact and submitting your information to meticulous tax return preparation, review, and payment facilitation, we ensure a seamless experience. With our team of experts guiding you every step of the way, you can trust us to handle the complexities of tax preparation while maximizing your benefits and minimizing liabilities.

 

We Cater to

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At Optimal Tax Services, we are more than just tax professionals; we’re advocates for your financial success. Our team combines deep expertise in Canadian tax regulations with a commitment to service excellence, ensuring every filing is accurate, optimized, and timely.

 

Frequently Asked Questions

Some of the questions people ask us
WHAT IS TAX SCENARIO PLANNING?

Tax scenario planning involves taking an in-depth look at your and your family’s financial situation and your financial aspirations for the future. We then develop a strategy to help you get there by appropriately planning your income sources and deductions. We ensure you receive the maximum refund and the appropriate social benefits you are entitled to every year.

 

DO YOU PROVIDE AN INITIAL CONSULTATION?
Yes, we provide a complimentary initial consultation where you will have a meet and greet with your tax advisor. You will then have the opportunity to discuss your personal or family tax scenario.
DO YOU OFFER SECOND LOOK SERVICES?

Yes, we believe that every Canadian should receive the maximum tax refund they are entitled to which is why our Second Look service is free of charge – even if someone other than us prepared your tax return. We’ll review your current or prior year tax returns to ensure you claimed all the deductions and credits you were entitled to. If you missed anything, Tax Calgary can file an adjustment and get you back the money you missed. You can request adjustments to prior filed federal T1 returns within 10 years after the end of the taxation year being adjusted. Adjustment fees may apply.

 

CAN YOU TAKE CARE OF MY TAXES ONLINE?
Yes, we can with your authorization. If you are not able to come in for an appointment, we can access your documents and files electronically and e-file your taxes. To get started, please send us an email at contact@optimaltaxservices.ca
WHAT DO I NEED TO BRING?

Please take a look at our Tax Prep Checklist which includes a list of everything you need to bring for your tax preparation consultation.

Tax Prep Checklist

 

DO I HAVE TO SUBMIT A TAX DECLARATION?

Yes, all residents of Canada, including students, international students, those residing in Canada on a work visa, and who are 18 years or older, must file their tax declaration annually. This is to ensure that an appropriate amount of GST has been collected and for distribution of benefits such as GST and CCB.

 

WHAT IS THE DEADLINE FOR SUBMITTING A PERSONAL INCOME TAX DECLARATION?

All personal tax declarations must be filed by April 30. Sole proprietors are able to file until June 15 but any outstanding tax dues must be paid by April 30.

 

WHAT HAPPENS IF I SUBMIT MY DECLARATION LATE?

If you owe tax and you file your return after the due date, CRA will charge you a late-filing penalty. The penalty is 5% of your balance owing, plus 1% of your balance owing for each full month your return is late, to a maximum of 12 months. Also, your CCB and GST benefits might be postponed

 

Let us file your tax.

We are committed to providing you with peace of mind throughout the process