TAX·ACCOUNTING·ADVISORY·
Expertise You Can Trust

SumSmart Financial Services — Ottawa's trusted partner for tax, accounting, and financial advisory.

At SumSmart, we empower individuals and businesses with accurate financial information and strategic advice. From tax filing and bookkeeping to payroll and incorporation, our experts deliver dependable financial solutions with professionalism, accuracy, and care.

Integrity

We uphold the highest ethical standards in every engagement.

Clarity

We translate complex financial matters into clear, actionable insights.

Trust

We build long-term relationships based on transparency and accountability.

Empowerment

We equip clients with the knowledge and tools to make informed decisions.

What We Do

Our Financial Services

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Individual Tax Return (T1)

Accurate T1 filing for employees, self-employed individuals, and investors — maximizing eligible deductions and credits for a hassle-free tax season.

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Corporate Tax Return (T2)

Year-end T2 filing for corporations with tax planning and CRA correspondence — minimizing your tax liability while ensuring full compliance.

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GST/HST Tax Return

We file your GST/HST returns on time, help you avoid penalties, and keep your documentation audit-ready.

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Bookkeeping Services

Monthly, quarterly, or annual bookkeeping using leading accounting software — giving you real-time visibility over your finances.

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Payroll Services

We manage employee payments, source deductions, ROEs, and T4s with full CRA compliance — whether you have one employee or a full team.

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Incorporation & Business Registration

From choosing your business structure to registering HST and payroll accounts — we handle incorporation accurately and in full compliance with CRA and provincial requirements.

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How We Work

Our Process

Initial Consultation

We start by listening. In a no-obligation consultation, we learn about your financial situation, goals, and any prior returns or filings — so we can tailor our services precisely to your needs.

Assessment & Strategy

Our team reviews your documents, identifies opportunities, and outlines a clear plan — whether that means optimizing your tax position, restructuring your books, or navigating CRA requirements.

Filing & Execution

With a clear strategy in place, we prepare and file your returns, process your books, manage payroll, or complete your incorporation — accurately, on time, and in full compliance.

Ongoing Support & Review

Our relationship doesn't end at filing. We're available year-round for questions, CRA correspondence, tax planning, and periodic reviews to keep your finances on track.

Initial Consultation

We start by listening. In a no-obligation consultation, we learn about your financial situation, goals, and any prior returns or filings — so we can tailor our services precisely to your needs.

Assessment & Strategy

Our team reviews your documents, identifies opportunities, and outlines a clear plan — whether that means optimizing your tax position, restructuring your books, or navigating CRA requirements.

Initial Consultation

We start by listening. In a no-obligation consultation, we learn about your financial situation, goals, and any prior returns or filings — so we can tailor our services precisely to your needs.

Assessment & Strategy

Our team reviews your documents, identifies opportunities, and outlines a clear plan — whether that means optimizing your tax position, restructuring your books, or navigating CRA requirements.

Filing & Execution

With a clear strategy in place, we prepare and file your returns, process your books, manage payroll, or complete your incorporation — accurately, on time, and in full compliance.

Ongoing Support & Review

Our relationship doesn't end at filing. We're available year-round for questions, CRA correspondence, tax planning, and periodic reviews to keep your finances on track.

Initial Consultation

We start by listening. In a no-obligation consultation, we learn about your financial situation, goals, and any prior returns or filings — so we can tailor our services precisely to your needs.

Assessment & Strategy

Our team reviews your documents, identifies opportunities, and outlines a clear plan — whether that means optimizing your tax position, restructuring your books, or navigating CRA requirements.

Initial Consultation

We start by listening. In a no-obligation consultation, we learn about your financial situation, goals, and any prior returns or filings — so we can tailor our services precisely to your needs.

Assessment & Strategy

Our team reviews your documents, identifies opportunities, and outlines a clear plan — whether that means optimizing your tax position, restructuring your books, or navigating CRA requirements.

Filing & Execution

With a clear strategy in place, we prepare and file your returns, process your books, manage payroll, or complete your incorporation — accurately, on time, and in full compliance.

Ongoing Support & Review

Our relationship doesn't end at filing. We're available year-round for questions, CRA correspondence, tax planning, and periodic reviews to keep your finances on track.

Initial Consultation

We start by listening. In a no-obligation consultation, we learn about your financial situation, goals, and any prior returns or filings — so we can tailor our services precisely to your needs.

Assessment & Strategy

Our team reviews your documents, identifies opportunities, and outlines a clear plan — whether that means optimizing your tax position, restructuring your books, or navigating CRA requirements.

Why Work With Us

The SumSmart Approach

Hands reviewing a completed personal tax return form with a calculator nearby
01
Personalized Guidance

We tailor every solution to your unique situation.

  • Understanding You: We learn your goals, history, and challenges before advising.
  • Tailored Plans: No one-size-fits-all — strategies built around your needs.
  • For Everyone: Individuals, freelancers, and growing businesses alike.
Tax documents and a binder on a desk beside a laptop and coffee
02
Accuracy & Compliance

Precision and full compliance, every time.

  • CRA Compliant: Every filing meets CRA and provincial requirements.
  • Double-Checked: We verify the details so nothing slips through.
  • On Time: Deadlines met, penalties avoided.
Silhouettes of two people talking in front of a city skyline
03
Clear Communication

We make your numbers easy to understand.

  • Plain Language: Complex tax matters explained simply.
  • Always Informed: You'll always know where your finances stand.
  • Responsive: Approachable and ready to answer your questions.
Close-up handshake between two business professionals
04
Year-Round Partnership

We support you well beyond tax season.

  • All Year: Proactive advice as your situation evolves.
  • Long-Term Focus: Invested in your ongoing financial success.
  • Every Step: From planning to filing, we stay in your corner.
Client Feedback

What Our Clients Say

Real words from real clients. We're proud to earn the trust of individuals and businesses across Ottawa with results that speak for themselves.

Corporate Tax Filing Made Simple

“Five-star service for corporate tax filing! The team at SumSmart made a complex process feel incredibly simple. They are organized, tech-savvy, and very thorough with Canadian tax regulations.”

SB
Sajad Behjat
Verified Google Review
A Game-Changer for My Business

“SumSmart has been a game-changer for my business. They manage my bookkeeping with incredible precision and are true experts when it comes to HST and GST filings. Professional, punctual, and highly skilled.”

HG
Hassan Gerami
Verified Google Review
Reliable & Expert Financial Services

“Highly knowledgeable, professional, and genuinely cares about clients' financial success. SumSmart provides comprehensive and reliable financial services. I highly recommend them for trustworthy and expert financial advice.”

ED
Ehsan Dabiran
Verified Google Review
Professional & Responsive

“I had a great experience with SumSmart. They were professional, responsive, and very helpful with my tax questions. Definitely recommend their services.”

NS
Niloufar Samadzadeh
Verified Google Review
Corporate Tax Filing Made Simple

“Five-star service for corporate tax filing! The team at SumSmart made a complex process feel incredibly simple. They are organized, tech-savvy, and very thorough with Canadian tax regulations.”

SB
Sajad Behjat
Verified Google Review
A Game-Changer for My Business

“SumSmart has been a game-changer for my business. They manage my bookkeeping with incredible precision and are true experts when it comes to HST and GST filings. Professional, punctual, and highly skilled.”

HG
Hassan Gerami
Verified Google Review
Reliable & Expert Financial Services

“Highly knowledgeable, professional, and genuinely cares about clients' financial success. SumSmart provides comprehensive and reliable financial services. I highly recommend them for trustworthy and expert financial advice.”

ED
Ehsan Dabiran
Verified Google Review
Professional & Responsive

“I had a great experience with SumSmart. They were professional, responsive, and very helpful with my tax questions. Definitely recommend their services.”

NS
Niloufar Samadzadeh
Verified Google Review
Corporate Tax Filing Made Simple

“Five-star service for corporate tax filing! The team at SumSmart made a complex process feel incredibly simple. They are organized, tech-savvy, and very thorough with Canadian tax regulations.”

SB
Sajad Behjat
Verified Google Review
A Game-Changer for My Business

“SumSmart has been a game-changer for my business. They manage my bookkeeping with incredible precision and are true experts when it comes to HST and GST filings. Professional, punctual, and highly skilled.”

HG
Hassan Gerami
Verified Google Review
Reliable & Expert Financial Services

“Highly knowledgeable, professional, and genuinely cares about clients' financial success. SumSmart provides comprehensive and reliable financial services. I highly recommend them for trustworthy and expert financial advice.”

ED
Ehsan Dabiran
Verified Google Review
Professional & Responsive

“I had a great experience with SumSmart. They were professional, responsive, and very helpful with my tax questions. Definitely recommend their services.”

NS
Niloufar Samadzadeh
Verified Google Review
Get In Touch

Connect with SumSmart

Ready to simplify your finances? Whether it's tax filing, bookkeeping, payroll, or advisory — we're here and eager to help. Reach out today for a free consultation.

Your Success Starts Here!