Our Services

Tax Solutions

Benefit from the most up-to-date insights and knowledge

With over 100 years of combined staff experience, the Advize tax team is well versed in Canadian income tax law, rules and regulations. You and your company will benefit from the most up-to-date insights and business knowledge from our team as we stay current on the latest changes to the income tax act. Our services include personal & corporate income tax filing and planning.

Business Solutions

Maximize value for your business

From basic bookkeeping to specialized financial statements and complex tax services, Advize offers a suite of customizable services to maximize value for your business, including:

  • Business plans & start-ups
  • Government grant and funding applications
  • Business structuring
  • Business advisory services
  • Reorganizations (assisted through our strategic alliance partners)

Cloud Solutions

Save time and money

Save time, money, paper and postage with our cloud-based accounting software for anytime, anywhere access to your business information including:

  • Client portals to exchange and store documents securely
  • Smartphone-enabled, gps tracking for on the go timekeeping
  • Electronic bill payments, invoicing & collections
  • Paperless bookkeeping & document management
  • Citrix SAAS Partner: Click here to review exciting app solutions!

Accounting Solutions

Help your business grow

Whether you’re just starting out, looking to expand or even retiring, we can help your business grow and maintain profitability. Along with the benefit of our strategic alliance partners, you’ll get the most complete offering of sophisticated accounting solutions including:

  • Bookkeeping
  • Accounts Payable/Receivable
  • Government Remittances
  • Financial Reporting
  • Financial Analysis
  • Financial Statements
  • Real Time Financial Reporting

Payroll Solutions

Never worry about compliance

Along with our competitive pricing and easy payment terms, our clients never have to worry about compliance issues with Canada Revenue Agency (CRA) or manage paystubs and other paperwork. Our payroll solutions include:

  • Payroll processing
  • Direct deposit (including multiple funding options)
  • Self-serve employee portals
  • T4, ROE, T4A T5 processing and filing
  • Payroll Remittances

PLANS & PRICING

PERSONAL TAX SOLUTIONS

Silver

Single - T1 Personal Tax Return

Up to 10 slips

Efile

CRA Representation

Silver Level Tax Advisory Services

Secure Portal & Unlimited Cloud Storage

Gold

2 - T1 Personal Tax Return

Up to 20 slips

Efile

CRA Representation

Gold Level Tax Advisory Services*

Secure Portal & Unlimited Cloud Storage

Pension Splitting

Platinum

Family - T1 Personal Tax Return, 4 Returns

Unlimited slips

Efile

CRA Representation

Platinum Level Tax Advisory Services**

Secure Portal & Unlimited Cloud Storage

Pension Splitting

*Gold Level includes annual tax planning meeting, unlimited email support.

** Platinum Level includes up to 2 in person visits per year, unlimited email support and collaboration with Investment Advisor & Legal Representative.

***Prices subject to extra fees for complex returns including capital gains calculations, employment expenses, rental properties. Contact us for details.

BUSINESS, TAX AND ACCOUNTING SOLUTIONS

Silver

Sole Proprietor/Partnership

Cloud Accounting & Bookkeeping

T1 w/Business Schedule

Government Remittances

T1 Tax Returns (Owners)

Unlimited Cloud Storage

Audit Protection

Digital Filing & Paperless Platform & Hubdoc Account

Payroll, Direct Deposit

Gold

Corporation

Cloud Accounting & Bookkeeping

T2 Corporate Return

Government Remittances

T1 Tax Returns (Shareholders)

Unlimited Cloud Storage

Audit Protection

Digital Filing & Paperless Platform & Hubdoc Account

NTR Financial Reports**

Project Tracking

Payroll, Direct Deposit

Payment Solutions

Platinum

Corporation

Cloud Accounting & Bookkeeping

T2 Corporate Return

Government Remittances

T1 Tax Returns (Shareholders)

Unlimited Cloud Storage

Audit Protection

Digital Filing & Paperless Platform & Hubdoc Account

NTR Financial Reports**

Project Tracking

Payroll, Direct Deposit

Payment Solutions

T- Sheets Time Keeping

A/R Processing

Cash Management & Budget Services

*Taxes extra where applicable, processing fees may apply for electronic bill payment & payroll processing. Prices vary depending on client needs and transactions processed.

**Specialized financial statements and accounting services are available through our strategic alliances. Prices are extra and quoted on a case by case basis.

***Prices are monthly and starting points for packages listed are subject to change based on the complexity of the individual business. Contact us for details.

 

 

Advize knows Small Business!!!
Time and cost saving solutions at very reasonable rates.

Suzanne Chaput President

RSBC Global INC.

I have been an individual client of ADVIZE for many years. For the past two years, Mike and his trusted professional team have provided a monthly bookkeeping service for my consulting business. I am finally relieved of the burden of accounting, it's not my strength, but it is theirs. I actually now enjoy being able to scan my receipts from my phone, upload to Hubdoc, and link into my Quickbooks for my invoices, and they take care of the rest. ADVIZE can provide your business with efficient technological seamless accounting solutions, so you can go about your business doing what you love to do!

www.kimberleywahamaa.com

Kimberley Wahamaa

Business Development Consultant

Advize goes the extra mile for their clients and always give of their time with out making me feel rushed. Advize are experts in cloud accounting solutions, they have been extremely helpful introducing and implementing new technology to our business. The staff at Advize are excellent people and are a joy to work with.

Annick Blais RDT President

Modern Dental Works

“We are local not-for-profit organization in Greater Sudbury that acts as a resource centre for citizens who are looking to volunteers in the community. We have been working with Advize Inc. for over a year and have been extremely thankful for the level of support and guidance we have received. Not only do they help maintain our day-to-day payroll and month-to-month reports, but they act as a guide when we need help with budgets for grant applications.
Mike Wilson in particular has gone above and beyond when it comes to writing grants and ensuring that our staff and board members understand the organization’s financial situation. His experience in the not-for-profit sector and willingness to help in any way he can has proven to be invaluable.”

Alanna LaHay Program Manager

Volunteer Sudbury / Bénévolat Sudbury

Mike and everyone at Advize Inc. are great to work with! They are knowledgeable and friendly and have helped our company find the tools, resources and technology to streamline the administrative duties in the office and on the jobsite. The services they offer are above and beyond just accounting! I would (and do) recommend Advize Inc. to any business owner looking for workplace solutions.

Courtney Sutherland President

Elite Track Solutions

The staff and management of Advize have been extremely helpful and beneficial to our business. Without their trusted guidance and expertise we would be at a complete loss. We are very thankful and appreciative of the services they provide us and look forward to working with them for many years to come.

Melissa Murphy Owner Operator/Franchisee

Chelmsford Pet Valu