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About Us

The Finwise Story

Finwise was created to address a common problem faced by many people in Canada: understanding taxes and personal finances is often confusing, time-consuming, and stressful, especially for newcomers, recent graduates, and individuals experiencing changes in their financial lives.

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Rather than replacing accountants or financial advisors, Finwise focuses on helping people prepare and understand. Through a simple AI-powered conversational interface, the platform explains financial and tax concepts in clear language, answers common questions, and guides users through typical tax-related situations step by step.

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Finwise also provides practical tools such as tax preparation checklists, helping users know what documents and information they need before filing. When situations become more complex, Finwise serves as a bridge, connecting users to tax software or licensed professionals, ensuring they receive appropriate support while remaining compliant with Canadian regulations.

Meet Our Partners

Finwise works closely with a network of experienced accounting and tax professionals who support our clients with reliable, compliant, and practical services. Our partners are selected based on their expertise, professionalism, and experience working with individuals and small businesses in Canada.

Through these partnerships, Finwise is able to combine AI-guided preparation tools with human expertise, ensuring clients receive both clarity and proper professional support when needed.

Choose your pricing plan

  • Personal Tax Filing

    49$
    Every year
    For simple personal tax situations
     
    • Personal tax filing included for one tax year
    • AI-guided preparation and document checklists
    • Coordinated filing by experienced tax professionals
    • Suitable for simple income (e.g. one T4, no complications)

  • Self-employed Tax Filling

    120$
    Every year
    Self-employed Tax Filing Service: Accurate and compliant tax preparation for freelancers and business owners. We maximize deductions, reduce liabilities, and ensure timely filing with CRA.
     
    • Accurate preparation of self-employed tax returns
    • Maximization of eligible business deductions
    • CRA-compliant filing and documentation
    • Review of income, expenses, and tax credits
    • Year-round tax planning and advisory support
    • Fast, secure, and confidential service

  • Payroll Services per Employee

    40$
    Every month
    +$40 Setup Fee
    Accurate payroll calculation, tax deductions, CPP/EI remittance, and payslip issuance for each employee. Ensure CRA compliance and timely monthly reporting for your business.
     
    • Monthly payroll calculation per employee
    • CPP, EI, and income tax deductions
    • Payslip preparation and distribution
    • Record keeping and payroll reporting

  • Corporate Nil Return Filing Service

    500$
    Every year
    Professional filing of nil corporate tax returns for inactive companies. Ensure CRA compliance, avoid penalties, and maintain your corporation in good standing.
     
    • Filing of nil T2 corporate tax return
    • CRA compliance and deadline monitoring
    • Confirmation of inactive status
    • Avoidance of late penalties
    • Secure document handling
    • Annual filing reminders

  • Book-keeping Service

    250$
    Every month
    Professional book-keeping for small businesses. We handle your financial records, reconcile accounts, and keep your books CRA-compliant and audit-ready.
     
    • Monthly recording and categorization of all financial transactions
    • Bank and credit card reconciliation
    • Accounts payable and receivable tracking
    • GST/HST tracking and filing preparation
    • CRA-compliant record keeping and audit-ready documentation

  • Rental Income Tax Filing

    250$
    Every year
    Complete tax filing for Canadian rental property owners. We prepare your T776, calculate eligible deductions, apply capital cost allowance (CCA), and ensure accurate reporting to CRA.
     
    • Preparation and filing of T776 Statement of Real Estate Rentals
    • Eligible rental expense deductions and optimization
    • Capital cost allowance (CCA) calculation and application
    • Coverage for up to two rental properties
    • CRA-compliant filing and documentation
    • Secure document handling and year-round support

  • Corporate Tax & Financial Package

    2,500$
    Every year
    Complete corporate package: T2 tax filing, bookkeeping cleanup, and year-end financial statements. Stay CRA-compliant with one plan.
     
    • T2 corporate tax return preparation and filing
    • Full bookkeeping cleanup and catch-up (up to 12 months)
    • Year-end financial statements (Balance Sheet, Income Statement, Retained Earnings)
    • Bank and credit card reconciliation
    • GST/HST review and filing support
    • CRA correspondence handling and deadline monitoring

  • Bookkeeping Clean-Up Service

    850$
     
    Annual bookkeeping cleanup: organize receipts, reconcile accounts, fix categorization errors, and deliver CRA-ready financials.
    Valid for one year
    • Full-year transaction review & reconciliation
    • Receipt & expense categorization cleanup
    • Bank & credit card statement matching
    • CRA-ready financial summary report
    • QuickBooks / Xero / Wave cleanup supported

Let’s Work Together

Get in touch so we can start working together.

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