File with Confidence.
Plan with Clarity.

For most people, tax season is about scrambling to pull everything together and hoping for the best. It’s the moment you finally find out how your business did, even if it’s too late to change anything. But at Balance, we believe tax time shouldn’t come with surprises.

Our goal isn’t just to file your return and check a box. It’s to make sure you understand where your business stands before the deadline hits, and use that information to make smart, strategic choices.

Whether you’re filing personal taxes or submitting a corporate return, we walk you through the process with clarity, care, and the kind of insight that helps you plan ahead. We’ll help you identify eligible deductions, keep more of what you’ve earned, and avoid the last-minute panic that so many people experience year after year.

what to expect:

  • A streamlined intake form to gather your tax details.

  • Option to submit additional info within the form or via follow-up worksheets.

  • CRA authorization sent securely for past return access.

  • A digital review process so you can sign from anywhere.

  • Filing within 5 business days of approval.

Business Taxes

Tax season isn’t just a deadline — it’s a chance to pause, look at your numbers, and make informed decisions that support your long-term goals. At Balance, we help you go beyond just filing. We give you clarity, accuracy, and a plan.

We’d Be a Good Fit If You:

  • Are a sole proprietor, partnership or incorporated business owner.

  • Want to maximize your deductions and reduce surprises.

  • Need a clear, professional process that integrates with your bookkeeping.

  • Are looking for more than compliance — you want insight.

  • You have big goals for your business and your life, and want a partner who gets it.

The Investment:

Business tax return pricing depends on the type and structure of your business. Sole proprietors and partnerships file differently than incorporated businesses, and the level of complexity (number of accounts, income streams, and deductions) also plays a role.

We’ll review your intake form and provide a custom quote based on the scope of your return and the support you need — with full clarity before anything moves forward.

Personal Taxes

Filing your personal return shouldn’t be confusing or overwhelming. Whether your situation is straightforward or you’ve had some changes this year, we’ll help you stay organized, find every credit you’re entitled to, and file with confidence.

We’d be a Good fit if you:

  • Want a fully digital process from start to finish

  • Aren’t sure what you can claim or what documents you need

  • Have experienced life changes (job, kids, move, etc.) and want to get it right

  • Don’t want to overpay — or miss important credits

  • Appreciate clarity, responsiveness, and support

The Investment:

Personal tax returns start at $250 +HST, but pricing can vary based on the complexity of your return and any additional support you might need — like rental income, self-employment, or multiple slips.

The best place to start is with our intake form, which will walk you through the key questions and provide you with an estimated quote based on your situation.

Questions? We've Got You.

We know finances can feel overwhelming, especially when you’re trying to do everything yourself. This section covers some of the most common questions we hear from small business owners just like you. Still have questions? Feel free to contact us and we’d be happy to help.

  • After you submit the form, you’ll receive a personalized approximate quote based on the information you’ve provided. That email will also include a link to book your initial discovery meeting with Amanda if you'd like to move forward. From there, we’ll walk you through the next steps and answer any remaining questions you have.

  • Not at all. The intake form helps us gather what we need to get started, and we’ll guide you through anything that’s missing. Whether you’re fully organized or still trying to find last year’s T4s, we’re here to help you make sense of it.

  • Almost everything can be handled online through secure forms, email, and digital signatures. If you're local to Chatham-Kent, you’re welcome to visit our office in person. If you’re outside the area — or just prefer to handle things remotely — we’ve designed our process to be smooth and secure from anywhere.

  • Absolutely. Many of our clients work with us for both bookkeeping and tax support, and we can bundle services in a way that makes sense for your business. Just mention what you're looking for on the intake form, and we’ll walk you through the options.

  • Yes, we can! In many cases, it makes sense to file spouses together, especially if there are income splitting opportunities or shared deductions. We’ll collect both sets of information during the intake process and ensure everything is filed correctly.

  • Yes — and we recommend it. Handling both returns together gives us a clearer picture of your overall financial position and ensures we’re making the most of every deduction and credit available to you.

ready to Get started?

Whether you're filing your personal return, your business return, we're here to make the process clear, organized, and stress-free.

Start by filling out our intake form so we can learn more about your needs and provide a personalized quote. Still have questions? We’re happy to help.