Afriendlytaxfirmthatactuallypicksupthephone.
We're a GTA-based practice built on a simple idea: tax help shouldn't be intimidating, expensive, or only available in April.
How we operate
Peak Financial and Tax was founded to give individuals and small businesses in the Greater Toronto Area a better alternative to big, impersonal firms and last-minute tax kiosks. We combine personal tax filing (T1), corporate tax (T2), bookkeeping and HST, and real advisory — under one roof, with the same person handling your file year after year.
Intro call
We start with a no-pressure conversation to understand your finances, your goals, and where you'd like to be in a year.
We review your numbers
Bring us your prior returns, books or a shoebox of receipts — we review everything and identify what's costing you.
Plan & file
We prepare your filings and a clear plan, walk you through it in plain language, and file accurately and on time.
Year-round support
We stay in touch throughout the year with proactive check-ins, so tax season is never a surprise.
What we stand for
Honest advice
If a strategy doesn't make sense for you, we'll say so. Our reputation is built on trust, not upsells.
Plain language
No accounting jargon. We explain everything in words you can actually use.
Year-round, not just April
Tax planning happens all year. The earlier we start, the more we can save you.
Local GTA knowledge
We know the Ontario and federal rules, and the local industries that shape your finances.
Who we serve
- Individuals & families
- Small business owners
- Incorporated professionals
- Contractors & skilled trades
- Landlords & rental owners
- New Canadians & sole proprietors
Let's turn your numbers into a plan.
Book a 20-minute call or start the 3-question diagnostic. No jargon, no obligation — just a clear next step.