Expert Accounting & Tax Services,
All Under One Roof
From personal T1 returns and corporate tax filing to GST/HST, bookkeeping, payroll, and incorporation — Vertex Financial gives you access to professional CPA expertise with the responsiveness of a trusted local advisor.
Six Services. One Trusted Team.
Every service is delivered by CPA Ontario-certified professionals — with the same attention to detail, regardless of the size of your file.
Personal Tax
Maximize your refund with expert T1 filing — RRSP optimization, rental income, self-employment, and every CRA deduction.
- T1 personal tax returns
- RRSP & TFSA optimization
- Rental & investment income
- CRA audit support
- Self-employed & freelancer filing
Corporate Tax
Full-service corporate tax filing for Ontario businesses. Strategic year-end planning and complete T2 compliance.
- T2 corporate returns
- Year-end tax planning
- HST reconciliation
- CRA correspondence
- Small business deductions
GST / HST Filing
Accurate and on-time GST/HST submissions for businesses of all sizes. Stay compliant and avoid costly penalties.
- Quarterly & annual filing
- Input tax credits (ITCs)
- HST registration
- Late filing catch-up
- CRA account setup
Bookkeeping
Clean, organized books every month so you always know where your business stands. We handle catch-up too.
- Monthly bookkeeping
- Bank reconciliation
- Financial statements
- Catch-up bookkeeping
- QuickBooks & Xero support
Payroll
Complete payroll management for your team. Calculations, remittances, ROEs, and full CRA compliance handled for you.
- Payroll processing
- CRA remittances
- T4 & ROE preparation
- Employee records
- Direct deposit setup
Incorporation
Start your business the right way. Federal and provincial incorporation, articles, and complete initial tax setup.
- Federal & provincial incorporation
- Articles of incorporation
- Business number (BN) setup
- CRA account registration
- Ready in 3 business days
From First-Time Filers to Growing Businesses
We work with individuals and business owners at every stage — whether you're filing your first T1 return, managing a growing corporation, or catching up on years of backlogged bookkeeping.
Book Free Consultation →Getting Started Is Easy
No complicated forms. No waiting on hold. Professional accounting in four straightforward steps.
Book Free Consultation
Choose a 20-minute slot via Calendly. We assess your situation and give you a firm quote — zero pressure.
Share Your Documents
Send your T4s, receipts, or business records securely by email. We'll send you a checklist if you're unsure what's needed.
We Prepare & Review
Your CPA prepares everything within 48 hours, applying every eligible deduction. We walk you through results before filing.
Filed & Done
We e-file directly with CRA and send you confirmation. Refunds arrive in as little as 2 weeks.
Not Sure Which Service You Need?
Book a free 20-minute consultation and we'll assess your situation, recommend exactly the right services, and give you a firm quote — no pressure, no commitment.