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Personal tax planning in Canada — with a 5× savings guarantee.
Filing and planning are not the same thing — we review your full tax picture, identify what you’re legally entitled to keep, and put it in writing. If we can’t find savings worth at least 5× our fee, you pay nothing.
Personal tax planning is a proactive review of your income, deductions, credits, and investments — done before you file, not after. We analyze your full tax picture for the year ahead, identify opportunities to legally reduce what you owe, and deliver a written report with a step-by-step action plan. Annual fee: $199.99. If we can’t identify savings worth at least $999.95, the service is free.
You file your taxes every year. You’ve never planned them.
You got a larger-than-expected tax bill — and want to understand why
Something happened this year that cost more than it should have. We find it, explain it, and show you how to prevent it next year.
You’re self-employed or incorporated
Business income, deductions, GST/HST — there’s more to optimize here than in a standard T4 return. Most of it depends on decisions made before December 31.
You have investment or rental income
Capital gains, RRSP timing, rental expenses — the interactions between these can be significant, and most filers don’t review them until it’s too late to act.
You’ve never had anyone look at your full tax picture
Not just this year’s return. Everything — what you’ve filed, what you’ve missed, and what’s still on the table.
What does annual tax planning include?
Annual Tax Planning
Personalized tax planning for your specific situation
In-depth analysis to identify tax-saving opportunities
Tax-optimized investment guidance (general direction — not securities advice)
Small business tax planning (if applicable to your situation)
Prior-year tax review — catches credits and deductions you may have missed in previous returns
Maximizing credits and deductions
Record-keeping guidance for the year ahead
How does personal tax planning work at Count myAccount?
Four steps, one specialist. We review your full tax picture before the year closes — what applies, what’s been missed, and what to change — then hand you a written plan you can act on.
Discovery
You complete a questionnaire covering your income, expenses, investments, and goals. We collect your CRA tax authorization so we can review your actual file — not just what you tell us.
Analysis
We run an in-depth review and build a savings model: what applies to your situation, what’s been missed, and what changes before the year closes.
Review
We walk through the findings together. Every recommendation is explained. You leave the session knowing exactly what to do and why.
Delivery
You receive your Tax Planning Report, a written savings estimate, and an Action Plan — specific steps, in order, with deadlines.
What we put in your hands
Every engagement ends with three things, specific to your file — not a generic checklist.
Tax Planning Report — a written summary of your tax picture and every identified opportunity. Not a generic checklist; specific to your file, with the reasoning behind each recommendation.
Estimated tax-saving opportunities — a number, in writing. We calculate what you could save. This is the figure that triggers the guarantee: $999.95 minimum identified, or you don’t pay.
Action Plan — concrete steps, in the order they matter. Before year-end, before you file, and what to set up now so next year looks different.
What clients discovered working with Count myAccount
“Before working with them, I was simply filing taxes as an employee without really understanding the benefits and opportunities available to me. Samira helped me see things from a completely different perspective — she made me aware of how I can legally use my expenses to reduce my taxes and even get money back.”
“Before connecting with her, I didn’t realize how much I was missing. Samira took the time to explain everything clearly and showed me how to make smarter use of my expenses in a completely legal and effective way.”
“Farhad saved me thousands of dollars. As a teacher, I’m not very familiar with filing taxes properly — if I had used TurboTax like many of my friends, I would not have saved what Farhad saved me.”
Tax planning questions, answered
How is tax planning different from tax filing?
What does the 5× savings guarantee mean?
Do I need to be self-employed to benefit?
When is the right time to start?
Most people find out what they overpaid at tax time — when the window has already closed.
Start with a free consultation.