Tax Filing in US & Canada

What to Expect

At O2, we take pride in delivering accurate, stress-free tax filing with a clear, step-by-step process that keeps you informed and confident. Whether you’re filing in Canada, the U.S., or both, we make sure every detail is handled with care. Here’s a look at what you can expect from your first consultation to final submission.

Individual Filing

Personalized Tax Solutions for Every Individual

Comprehensive Individual Tax services tailored to your unique financial situation. Whether you’re a salaried employee, a small business owner, or managing multiple income streams, our expert team ensures your tax return is accurate, optimized, and stress-free.

T4 Income – Precise reporting and optimization for employment income.
Investment Income – Tax strategies for dividends, interest, capital gains, and more.
Sole Proprietorships – Full support for self-employed individuals, including expense tracking and business deductions (bookkeeping done by O2)
Rental Properties – Income reporting, expense deductions, and capital cost allowance guidance.
Home Office Deductions – Maximize your claim with detailed expense analysis.

Small Business

Smart Tax Support for Growing Small Businesses

Starting a business is exciting—but navigating the financial and tax landscape can be overwhelming. At O2 Bookkeeping and Tax, we specialize in helping early-stage companies lay a solid foundation for long-term success. Our T2 Small Business services are designed to simplify your finances, ensure compliance, and give you the clarity you need to grow with confidence.

Whether you’re just incorporating or already managing payroll and GST, we’re here to streamline your processes and keep your books in top shape.

Small Business Services Cover:

Incorporating – Guidance through the setup process, from legal structure to CRA registration.
Payroll – Efficient payroll management, remittance tracking, and employee tax compliance.
GST Returns – Timely filing and accurate reporting to avoid penalties and maximize recoveries.
Process Reviews – Strategic evaluations to improve financial workflows and internal controls.

Tax Filing for US & Canada

Dual Citizens tax obligations

As a US citizen living abroad, you have tax filing and disclosure requirements even if living and earning in another country. We’ll help you get up to date and remain compliant with these items along with tax treaty filings that ensure you aren’t having to pay the same tax in multiple countries.

Custom Plan

If there is something else you need a hand with, let us know!

Packages and Pricing

Individual returns start at $175. More complicated returns requiring additional schedules will have an increased cost. Small business returns require a consultation to determine the complexity and size of the business.

Why Choose O2 for Tax Filing?

Expertise and Experience

We bring years of hands-on experience across a wide range of tax scenarios—from individual filings to complex small business returns. Our deep understanding of Canadian tax regulations means we don’t just file—we strategize. Whether you’re incorporating a new business or claiming home office deductions, we know how to navigate the details that make a difference

Customer Satisfaction

We pride ourselves on building lasting relationships through trust, transparency, and results. Our clients appreciate the clarity we bring to confusing tax matters, the responsiveness of our team, and the peace of mind that comes from knowing their finances are in capable hands. Your satisfaction isn’t just a goal—it’s our standard.

Efficiency You Can Count On

We make tax season feel less like a chore and more like a win. From organizing your documents to submitting your return, our process is designed to be smooth, transparent, and efficient—so you can focus on what matters most

If you have any questions about your tax filing or would like to schedule a consultation, feel free to contact us. We’re here to help you navigate your finances with clarity, confidence, and the highest level of care. Whether you’re filing as an individual or managing a growing business, we’re committed to delivering accurate, timely service with attention to every detail.