Optimal Accounting & Tax Solutions provides pro-active, personal accounting and tax services to small businesses, self-employed professionals, and individuals across the GTA — built around growing your business and keeping more of what you earn.
Optimal Accounting & Tax Solutions is built on three principles that shape every engagement — focus, team, and values. Here's what each one means in practice.
We specialize in small businesses, self-employed professionals, and individual tax returns. We emphasize automated bookkeeping, planning, forecasting, and goal-setting — keeping you financially on track and helping you grow your business, your profits, and your personal wealth.
Our team brings professional, experienced accountants who provide value-added consulting that distinguishes us from other firms. We work as an integral part of your team to achieve your goals — not just file a return once a year and disappear.
We listen first, then recommend. Your files are kept in a secure, confidential environment, and we treat your time as carefully as your money — fast, efficient, and never hidden behind layers of process.
Five core service areas covering the full lifecycle of a small business — from incorporation to year-end, payroll to CRA representation. Pick what you need, leave the rest.
Personal (T1), corporate (T2), and multi-year filings — done right and filed on time. We handle CRA correspondence, identify legitimate deductions, and plan ahead for next year, not just this one.
From sole proprietorship to incorporation — we handle the paperwork and structure your business for tax efficiency from day one.
Clean books, clear financials, and the financial analysis you need to actually run your business — not just close it out.
Run payroll without the headache — source deductions, vacation tracking, T4s, and ROEs all handled correctly.
From WSIB filings and HST reconciliations to full CRA audit support — we represent you to the agencies so you can stay focused on your business. Our tax compliance work keeps you on the right side of every requirement, every quarter.
A transparent process that gets you from disorganized to in-control — without surprise fees, without runaround, without endless email chains.
Use our online booking system to grab a time that works for you. We'll spend 30 minutes understanding your situation — no commitment.
You receive a clear engagement letter with services, timeline, and flat or hourly pricing — agreed up front, before any work begins.
Bookkeeping, tax returns, payroll, CRA filings — handled accurately and on time, with regular updates so you're never in the dark.
Quarterly check-ins and year-round access mean you have an accountant before you need one — not just at tax time.
Most of our clients are owner-operators, sole practitioners, and growing small businesses. We tailor every engagement to the realities of your situation — not a one-size-fits-all template.
Retail, trades, service businesses, and online sellers — clean books, year-round support.
Consultants, freelancers, contractors — clean records and a tax structure that works for you.
From registration to first year-end — we set the financial foundation right.
Personal tax returns, RRSP planning, and matrimonial-tax considerations done with care.
HST, WSIB, sub-contractor payments, and equipment depreciation — sorted properly.
Painless transition from your current firm — we request files, transfer cleanly, no gaps.
"Switched to Optimal three years ago and never looked back. They actually pick up the phone, return calls the same day, and saved us thousands in our first year alone."
"As a self-employed consultant my taxes used to be a yearly nightmare. Now they're handled. The team is responsive, professional, and explains things in plain English."
"They handled our incorporation, set up our payroll, and walked us through every step. We're a year in and everything has run smoothly. Highly recommended."
It depends on scope. Personal tax returns typically start around $150, monthly bookkeeping packages from $250, and corporate year-ends from $1,200. We always provide a flat-fee quote in writing before any work begins, so there are no surprises.
No. Most of our clients work with us remotely through secure cloud-based tools, video meetings, and digital document workflows. Our office in Etobicoke is open if you prefer in-person — just book through our online appointment system.
Generally when you're earning more than you need to live on, when you want liability protection, or when your industry expects it. We'll model the tax impact of incorporating versus staying as a sole proprietor and walk you through the decision in plain English — no rush, no pressure.
Yes — full CRA audit support is a core service. We respond to inquiries on your behalf, prepare requested documentation, and represent your interests through any review or appeal. Most reviews close cleanly when handled professionally from the start.
Most transitions are complete within two weeks. We handle the request for files professionally, set you up on our systems, and bridge any gaps. You don't need to break the relationship awkwardly — we manage it.
