Small Business Tax Strategies & Financial Planning

Tax and financial planning for small businesses is an art subject to interpretation and creativity, and not a science or commodity. Incorporated contractors, independent consultants and project managers need much more from their accountants than simple clerical work such as data entry into accounting and tax software. CA4IT takes a value added approach to tax and financial planning with the goal of being a proactive net worth manager for every client. With more than twenty years of experience meeting the unique tax and financial planning issues facing incorporated IT contractors and other incorporated small businesses, CA4IT offers clients the following advantages :

Trail Blazing IT Contractor and Consulting Tax Strategies

Creative and pioneering income tax strategies that minimize your overall personal and corporate income taxes. We pioneered Personal Services Corporation (also known as Personal  Services Business) strategies for our clients in Toronto. Such tax strategies deal with independent contractor versus employee issues, family income splitting, maximizing business deductions, Canada/U.S. cross border taxation, etc.

The majority of a new contractor’s business comes from family, friends and existing business contact referrals, yet most accounting firms ignore these legitimate expenses. CA4IT will ensure you get the maximum tax benefits through these important sources.

Financial Result Benchmarking

Our proprietary Benchmarking software allows CA4IT to compare and contrast your unique business profile with our massive database, ensuring that your expenses and revenues are consistent with others in your designated group. An exclusive benchmarking program that provides an analysis and comparison of your IT contracting company results against the thousands of CA4IT clients across Canada.

CRA Tax Audit Representation Protection

A unique CRA tax audit representation protection feature that provides unlimited support up to and including the CRA Appeals department level to clients who may be subject to an CRA income tax audit. Should you be audited by CRA, CA4IT offers Canada’s only Audit Representation service. In 25 years, we have never lost a major case with CRA.

Get On The Path To Financial Freedom

A proprietary financial coaching program, including free regular financial planning seminars, that is commission/conflict free and fully comprehensive including business planning, personal budgeting, taxation, investments, estate planning, asset protection, etc. Every CA4IT client enrolled in the financial coaching program has a written financial plan that states both the investment portfolio amount required and specific date when they will achieve financial freedom.

If your broker isn’t delivering a return of over 10%, CA4IT’s financial coach can help.
Look at CA4IT – 29.1% return over 10 years compared to the TSX return of 6.2% over 10 years in real dollars?
If you had invested $100,000 using CA4IT’s strategy over the last 10 years, you would now have approximately $1,290,000, almost one million three hundred thousand, or almost thirteen (13) times your money.

IT Staffing Agency Relationships

Benefit from our relationships with major IT staffing agencies in Toronto and across Canada and the U.S.

Education & Marketing Support

CA4IT believes strongly in Professional Development for our team and our clients. Our clients have access to a variety of training videos and workbooks to assist them in landing their next contract. Marketing support to assist IT contractors, project managers and other consultants in finding work, including a free seminar called “Getting Your Next Contract”.

Free Bookkeeping Seminars

Free regular bookkeeping seminars to save you time and money.

Website Support

Website focused on IT contractors, project managers and small businesses with F.A.Q.’s, and other free online support.

Please visit CA4IT’s Special FREE REPORTS section.