Services
Tax Assessment
We help owners and families make confident decisions with clean tax filings, thoughtful planning, and a structured process that respects your time.
$500 + GST
What is Business360 Tax Assessment
Tax assessment with Business360 can provide a clear, independent review of your current tax position and help you reduce risk while improving compliance. Here’s what it typically includes:
Identify gaps and risk areas: Spot missing information, weak documentation, or exposure points that could trigger CRA issues.
Strengths and readiness check: Highlight what you’re doing well and where your records are already solid.
CRA compliance guidance: Review your situation against CRA rules and explain how to tighten processes and reporting.
Actionable fixes: Identify issues and consult with you on practical steps to correct or improve them.
Second opinion: Provide an objective, professional assessment of your current tax strategy and filings.
Who We Help
- Incorporated Business Owner with Staff
- High-income professionals
- Family-run Business
What We Do During the Assessment
Effective business planning is vital to the success of your business. A business plan provides a roadmap, financial discipline, and the flexibility to adapt to changing conditions, ensuring your business stays on the path to growth and profitability.
Data Collection:
Once you have signed up, you will be sent instructions to share your past files. Where applicable, please share with us your last 2 years of: T2, GST, Payroll Deduction, Balance Sheet, P&L sheet, and any other documentation.
Pre-Assessment:
Once we have received your documents, we spend 2-3 hours to analyze the files, identify gaps and potential follow-ups for our meeting.
Private 1-to-1 Meeting:
After pre-assessment is complete, you will be sent a calendar invitation to book a private 1-to-1 meeting with our CPA. The meeting can be held at one of our office locations, or virtually. The meeting will be between 45-60 minutes.
Assessment Result:
We compile a final assessment report based on the data you have provided, as well as the findings from our meeting. The report will be recommendations of the next steps.
We were referred to Business 360 to prepare audited financial statements for our company. They surpassed our expectations by meeting a very tight deadline, thanks to their well-organized and established system for gathering all the necessary information. The process was smooth, efficient, and professional from start to finish. Highly recommended for any business seeking timely and comprehensive accounting services!
I highly recommend Randy’s Business 360 services. I was a bit overwhelmed this tax season because my situation seemed complicated, but his knowledge and humour gave me the clarity I needed. The personalized service and attention to detail are truly outstanding. Top choice for anyone in a similar situation!