Tax Filing Support

How this service helps

For tax filing support, Regiment Bookkeeping prepares the bookkeeping records, year-end package, reports, and supporting organization needed for filing. If the client chooses the full tax support route, we coordinate the filing with an independent licensed accountant who handles the official tax filing through their own professional structure. That option is priced at CAD 4,000 annually. If the client already has their own licensed accountant, Regiment Bookkeeping can coordinate with that accountant, prepare the required reports and records, answer bookkeeping-related questions, and support the handoff. That coordination option is priced at CAD 1,000 annually. In both cases, Regiment Bookkeeping does not act as the accountant or filing authority. We keep the records accurate and organized. The licensed accountant handles the official filing work.

Our onboarding process starts with understanding how the business currently tracks money. We review bank accounts, credit cards, payroll frequency, QuickBooks status, outstanding invoices, vendor payments, and whether prior months need cleanup. Then we set a record flow so documents are not scattered between email threads, screenshots, glove compartments, and the ancient human filing system known as “I think it is somewhere.” Once the books are organized, we maintain a monthly rhythm: record transactions, reconcile accounts, review unusual items, organize supporting documents, and prepare reports. This gives the business owner a repeatable financial process rather than a monthly guessing game.