LocationsBurlington

Accounting and tax services for Burlington businesses.

Burlington lakefront and downtown skyline along Lake Ontario
Local Expertise

Rooted in Burlington's business landscape

Neighborhoods We Serve

AldershotApplebyBurlington DowntownRoselandTyandagaHeadon ForestMillcroftOrchardPalmerShoreacres

Key Industries in Burlington

Real EstateConstruction & TradesDoctors & DentistsNurses & Nurse PractitionersPsychotherapistsProfessional ServicesRestaurants & HospitalityRetail & Service Businesses
Our Services

How we help businesses in Burlington

End-to-End Accounting

Comprehensive accounting for Burlington businesses, from monthly financial statements to year-end reporting, tailored for the professional services firms and growing companies that define Burlington's economy.

Corporate Tax Filing

Accurate, CPA-prepared T2 filings for Burlington corporations. We handle complex returns and CRA correspondence so you can focus on serving your clients along the lakeshore corridor.

Tax Planning & Advisory

Proactive tax strategies for Burlington business owners, including income splitting, holding company structures, and retirement planning for the professionals and entrepreneurs who call Burlington home.

CRA Audit & Review Support

Representation and support for Burlington businesses facing CRA audits, reviews, or reassessments. We handle the correspondence and protect your interests.

Compilation, Review & Engagement Reports

CPA-prepared compilation and review engagement reports for Burlington businesses that need financial statements for lenders, investors, or regulatory purposes.

Incorporation

Ontario and federal incorporation services for Burlington entrepreneurs. We handle articles of incorporation, initial corporate resolutions, and set up your books from day one.

Corporate Restructuring

Strategic corporate restructuring for Burlington businesses, including reorganizations, amalgamations, and rollover transactions to optimize your corporate structure.

Business Financing Advisory

Guidance on securing financing for your Burlington business, including loan applications, financial projections, and lender-ready documentation prepared by our CPA team.

Business Plans

Professional business plans for Burlington entrepreneurs, including financial projections, market analysis, and strategic planning to support funding applications and growth initiatives.

Fractional CFO

Senior-level financial leadership for Burlington businesses without the cost of a full-time CFO, including cash flow management, financial strategy, and board-ready reporting.

Estate Planning

Tax-efficient estate planning for Burlington business owners, including succession strategies, estate freezes, and wealth transfer planning to protect your legacy.

Personal Tax Filing

CPA-prepared personal tax returns for Burlington residents, including T1 filings, rental income reporting, capital gains, and all personal tax obligations handled accurately.

Post-Mortem Planning & Filing

Compassionate and thorough post-mortem tax planning and filing for Burlington families, including final returns, estate distributions, and clearance certificates.

CPA Quick Support

On-demand CPA advice for Burlington businesses, including quick consultations for tax questions, CRA letters, and time-sensitive accounting matters.

Why Tauro

Why Burlington businesses work with Tauro

01

Year-round proactive partnership

We work with you throughout the year, flagging opportunities, anticipating needs, and keeping your finances on track. Not just at tax season.

02

Strategy, not just compliance

You get actionable financial guidance, tax planning, and growth strategy. Not just someone crunching numbers once a year.

03

Full-service loan assistance

We prepare financials, build your case, and negotiate with lenders on your behalf. Most firms don't offer this. We do.

04

Modern, tech-forward delivery

Cloud-based tools, digital document management, and real-time collaboration that fits into your workflow.

05

CPA access when you need it

With CPA Quick Support, you can get professional answers starting at $99/month. No booking a meeting, no billing surprises.

FAQs

Common questions

Select from personal tax, corporate tax, or end-to-end accounting, answer a few straightforward questions about your situation, and receive a detailed, personalized quote instantly. It's complimentary, takes under 2 minutes, and requires no sign-up or commitment.
Your quote is based on the information you provide. As long as everything is accurate, that's your price. If we discover your situation is more complex than originally described, for example, undisclosed income sources, prior-year issues, or missing records, we'll discuss the adjustment with you and obtain your approval before any additional work begins. You will never receive an unexpected invoice.
Many of our clients start with one service and expand as their business grows. Whether you're adding tax planning, upgrading to end-to-end accounting, or requesting a business plan, each new service is scoped and quoted separately, so you always know exactly what you're investing in before we begin.
CPA Quick Support is an ongoing monthly advisory subscription. You receive 3 topics per month with unlimited follow-up questions and a complimentary CRA letter review. A consultation is a one-time private session for a specific question or need. If you find yourself reaching out with questions regularly, the subscription offers significantly better value.
It starts with a discovery call where you walk us through your situation and we share our perspective on how to approach it. From there, if there's a mutual fit, we define the scope, deliverables, and investment involved. It's a conversation between professionals, and you'll know quickly whether working together makes sense.
For standard engagements, payment is due in full before work begins. For larger or multi-phase projects, we require a deposit to commence work, with milestone payments throughout the engagement and the final balance due upon completion, prior to delivery of final work product. Monthly services such as end-to-end accounting and CPA Quick Support are billed on a recurring monthly cycle.
Yes, at any time. There are no contracts or long-term commitments. Submit a written cancellation request through the client portal and your access remains active until the end of the current billing period.
At a large firm, your file gets passed between rotating junior staff and you wait weeks for a response. At Tauro, you get a dedicated CPA who knows your business, backed by a team with the depth and resources to handle complex engagements, from corporate restructuring to business financing. We deliver the strategic, year-round guidance that larger firms reserve for their top-tier clients, with the responsiveness and attention they simply can't match.
Our Location

Serving Burlington and surrounding areas

Ready to get started?

Book a free consultation and see how Tauro can support your business.

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