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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.
What is personal tax planning in Canada?
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.
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
Written Tax Planning Report — a summary of your tax picture and every opportunity identified, specific to your file
A written Action Plan — concrete next steps, in order, before year-end and before you file
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 does personal tax planning cost?
Annual Tax Planning is a fixed annual fee — no hourly billing, no charges added later.
$99.99 / year
Fixed fee — no hourly billing. One annual engagement covering your full planning review, written report, and action plan.
The guarantee: if we can’t identify tax savings worth at least $999.95, the service is free. That’s in writing before you pay.
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.”
“He takes the time to explain everything clearly, and I never felt rushed. He genuinely cares — and helped me save a significant amount of money that I would have otherwise overpaid.”
Why plan with Count myAccount
The guarantee is in writing — if we can’t find savings worth at least 5× the fee, you pay nothing. That’s set before you start, not a line in an ad.
One expert owns the analysis — your file goes to a specialist who works through the whole picture (income, deductions, investments, business activity) before making a single recommendation.
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.