Categories > Legal

The 5 Best Tax Consultants in Calgary

The 5 Best Tax Consultants in Calgary

How We Picked

Qualifications – We assessed firms with experienced tax consultants, such as dealing with different tax types for each taxpayer or entity.
Services – We selected firms with quality services based on the service range and customer service. 
Availability – We expect tax consultants to have regular schedules to accommodate their clients, especially during tax season.
Cost – Tax consulting services usually have professional and other fees. We listed firms that have reasonable pricing schemes.

1. SAR Professional Corporation

Tax Consultants - 1. SAR Professional Corporation

Services: Tax and accounting services

Website: https://www.saraccounting.com/                    

Address: 3515A 32 St NE, Calgary, AB T1Y 5Y9 

Contact Details: (403) 204-0897; [email protected]                   

Operating Hours: Monday – Friday: 8:30 AM – 5:30 PM; Saturday: Appointments only

Google reviews score5/5
Facebook reviews score5/5
Yably reviews score5/5
Total reviews4.7/5
Score consistency 5/5
Qualifications5/5
Experience5/5
Consultation5/5
Services4.9/5
Service range4.9/5
Customer service5/5
Availability4.8/5
Cost5/5

Pros

  • Accepts walk-in appointments
  • Offers affordable tax service packages
  • Readily available tax checklists online
  • Handles complex tax situations
  • Provides free review of previously filed taxes

Cons

  • Has a small team

SAR Professional Corporation provides professional services for your accounting, bookkeeping, and tax needs.

With over 16 years of experience, their team has effectively handled and filed over 5000 tax returns, from personal to corporate taxpayers.

Furthermore, we are impressed with their expertise in efficiently handling complex tax situations. We noted multiple clients seeking SAR’s assistance for their 5 to 6 of taxes in arrears which have been resolved and filed in less than two days.

In addition, we like that they provide a free review of previously filed taxes to improve and uncover possible deductions and credits to lower your tax bill.

We also love that they diligently reply to any questions via call or email. Also, they give out tips and tricks for handling transactions that would be useful for their tax returns. 

And if you prefer personal meetings, we appreciate that they accept walk-in appointments or consultations. 

It’s also noteworthy that they have readily available tax checklists on their website. We found this helpful since it consists of guide questions and items to help clients get started on tax returns. 

On the downside, with their small team, we are concerned about their capacity to accommodate a flood of clients during peak seasons.

Regardless, we believe SAR Professional Corporation is a solid choice to benefit from legal tax loopholes and strategies at an affordable price.

2. Tax Calgary

Tax Calgary

Services: Personal income tax, business tax, accounting services

Website: https://www.taxcalgary.com/                  

Address:  715 5 Ave SW Suite 1920, Calgary, AB T2P 2X6

Contact Details: (587) 735-2341; [email protected]               

Operating Hours: Monday – Friday: 9:00 AM – 5:00 PM

Google reviews score5/5
Nice Local reviews score5/5
Facebook review score4.9/5
Total reviews5/5
Score consistency 4.9/5
Qualifications4.9/5
Experience5/5
Consultation4.9/5
Services4.9/5
Service range4.9/5
Customer service4.8/5
Availability4.6/5
Cost5/5

Pros

  • Has an online booking system
  • Provides complimentary initial consultations
  • Offers online services
  • Has an online comprehensive tax prep list
  • Has financial tools and useful links

Cons

  • Lack of assistance with paperwork
  • Closed on weekends

Tax Calgary offers tax return filing services, consulting, accounting, and year-round support.

We like that they provide complimentary initial consultations where you can personally meet your tax consultant. Here, you have the opportunity to discuss your personal or family tax scenario.

Notably, we appreciate their online booking system, where you can easily select a time and date for any of their services.

But, unfortunately, they are not available on weekends, so we suggest you allow at least an hour for a tax consultation.

Although, we think it’s good that you can opt for their online services and go through your tax process and requirements over the phone or email. Online service is best for those who have complete documentation on hand.

However, for full disclosure, we must say that there are some issues regarding Tax Calgary relying on intake paperwork.

We are also concerned about the lack of assistance since this paperwork is a significant basis for the tax treatment. 

Consequently, some clients are new to filling out tax paperwork which causes some confusion and difficulty, especially for first-time taxpayers.

On the bright side, their website has financial tools and useful links that can help you calculate your income tax and payroll. We found it very helpful in assisting clients in finding compatible tax benefits. 

Lastly, we like that they have an online comprehensive tax prep list to guide you on the paperwork and documents you need to gather for your appointment.

3. AM Accountants CPA

AM Accountants CPA

Services: Tax and accounting services

Website: https://amaccountants.ca/              

Address: 5120 47 St NE Unit 123, Calgary, AB T3J 4K3

Contact Details: (587) 997-4550; [email protected]       

Operating Hours: Monday, Wednesday – Friday: 9:15 AM – 5:30 PM; Saturday: 10:00 AM – 4:00 PM         

Google reviews score4.9/5
Nice Local reviews score4.9/5
Total reviews3/5
Score consistency 5/5
Qualifications4.9/5
Experience5/5
Consultation4.8/5
Services4.8/5
Service range4.6/5
Customer service5/5
Availability4.9/5
Cost5/5

Pros

  • Offers free consultations
  • Open six days a week
  • Provides valuable advise
  • Friendly and accommodating team 

Cons

  • No onsite services

AM Accountants CPA provides fully integrated and comprehensive accounting services. Their accountants have a broad range of experience in various sectors, including bookkeeping services, tax planning, and new business advisory.

Remarkably, many clients have AM Accountants to do their taxes for several years. We noted that this is because they provide consistent and effective services — bringing their tax bills as low as possible.

Another thing we like is their free consultation offer, wherein their expert team members will frame the best quote and get back to you in record time.

Furthermore, we noticed that their staff are friendly and accommodating. For instance, the employees are always available for a quick call to answer some questions or concerns. 

On the downside, they currently don’t offer onsite services. So, we suggest you call or email for further assistance since they are very responsive and willing to guide you.

Fortunately, they are available from Mondays to Saturdays, and you can expect someone on the other end of the phone or email during these times. Their regular hours also provide more flexibility with their appointment schedules.

Finally, we appreciate how they share valuable tips involving tax strategies and business know-how, especially with newer taxpayers and small business owners.

4. Cawston And Associates Tax Consulting

Cawston And Associates Tax Consulting

Services: Audit representation, voluntary disclosures, collections, assessments, appeals, bankruptcy representation, tax services 

Website: https://cawstontaxhelp.com/                    

Address: 963 Canaveral Crescent SW, Calgary, AB T2W 1N5

Contact Details: (403) 251-5925; [email protected]                  

Operating Hours: Monday – Friday: 9:00 AM – 5:00 PM

Google reviews score4.7/5
Nice Local reviews score4.6/5
Facebook reviews score5/5
Total reviews4.5/5
Score consistency 4.8/5
Qualifications4.8/5
Experience5/5
Consultation4.6/5
Services4.9/5
Service range4.9/5
Customer service4.8/5
Availability4.6/5
Cost4.9/5

Pros

  • Provides comprehensive tax plans
  • Offers free initial consultation
  • Offers online and onsite services

Cons

  • Doesn’t accept walk-in appointments
  • Closed on weekends 
  • Some reports of rushed consultations

With over 70 years of combined tax experience, Cawston And Associates Tax Consulting specialize in providing audit representation, voluntary disclosures, bankruptcy representation, and taxpayer relief.

We are impressed with the number of clients they assisted and the amount of taxpayer money saved — over $4.3 million! For us, these numbers are a testament to the team’s expertise and experience in the field.

Fortunately, they offer free initial consultations to help you get started on your tax concerns.

Moreover, we heard from clients that Cawston And Associates Tax Consulting provides detailed advice. They even suggest significant second opinions about their concerns, which are all discussed during the free consultation.

But, contrary to this, we noted some reports regarding rushed consultations, especially over-the-phone consultations that only last between 5 to 10 minutes.

On a positive note, we like that they provide online and onsite services, whichever is more convenient for you. 

With that said, we suggest first-timers visit them at the office for a better understanding of the process and requirements needed.

However, ensure that you secure an appointment beforehand since they don’t accept walk-in appointments. 

Lastly, we appreciate that the firm provides a comprehensive rundown of the tax plan and additional advice for future benefits to each client.

5. KD Professional Services Corp.

KD Professional Services Corp.

Services: Tax services, bookkeeping, cryptocurrency, audit support

Website: https://kdprofessional.ca/                 

Address: 221 18 St SE Unit 102, Calgary, AB T2E 6J5 

Contact Details: (403) 219-0602; [email protected]                 

Operating Hours: Monday – Friday: 9:00 AM – 5:00 PM

Google reviews score4.7/5
Nice Local reviews score4.9/5
Total reviews3/5
Score consistency 4.8/5
Qualifications4.8/5
Experience4.7/5
Consultation4.8/5
Services4.7/5
Service range4.8/5
Customer service4.5/5
Availability4.6/5
Cost4.9/5

Pros

  • Fast response time
  • Deals with any type of tax situation

Cons

  • Some reports of delayed tax filing
  • Can improve on competency 
  • Closed on weekends

KD Professional Services Corp. offers tax and accounting solutions to individuals and small to medium-sized businesses.

They are an accredited grade A+ business by Better Business Bureau, which reflects that they meet industry standards and comply with the different regulations and ethics.

It is also noteworthy that they have a long list of loyal clients. We found it impressive that some even hired KD Professional Services Corp. to prepare their tax returns for up to 20 years.

We also like that they deal with any tax situation and resolve it accordingly. We also think it is good that practitioners carefully discuss and answer the client’s tax concerns to help them avoid any future problems.

On the contrary, we noted some concerns regarding some of their practitioners’ lacking competence, particularly with reviewing paperwork and consulting.

Moreover, we heard some reports of delayed tax filings that resulted in tax penalties due to the practitioner’s poor time management.

Fortunately, we noticed their immediate responses for initial consultations, which you can request through phone calls or email.

Ultimately, we also think KD Professional Services Corp. is a reliable choice for tax consulting services, given its long history with many clients and knowledge of different tax situations.

FAQs about Tax Consultants in Canada

Related topics