Snehc helps Canadians legally and safely minimize taxes through transparent planning, audit-ready documentation, and ongoing compliance support for individuals, small businesses, and corporations.
Individuals & Families: T1 returns, RRSP/TFSA optimization, rental/investment schedules, newcomers to Canada.
Independent Contractors & Sole Proprietors: T2125, GST/HST setup/filings, write-off guidance.
SMBs & Professional Corporations (CCPCs): T2 returns, owner-manager compensation, dividends vs salary, payroll, bookkeeping.
Growth Companies: Multi-province filings, reviews before financing, audit preparation.
Overpaying taxes due to missed credits/deductions or poor timing.
Anxiety around CRA letters/audits and record-keeping.
Fragmented advisors (bookkeeper here, tax pro there) and unclear pricing.
Lack of proactive planning outside tax season.
Legal & Safe: CRA-compliant strategies (no risky loopholes).
Transparent & Predictable: Fixed-fee packages, clear scopes, add-ons, and SLAs.
Audit-Ready: Checklists, documentation standards, and response playbooks.
Proactive, Year-Round: Reviews that optimize timing, contributions, and structuring.
Packages (one-time):
Personal Starter (from CAD 249)
Small Business Standard (from CAD 699)
Incorporated Premium (from CAD 1,490)
Add-Ons: Audit support, bookkeeping, payroll, US/foreign income schedules, T4/T5, compilations (NTR).
Advisory (hourly/blocks): CAD 180/hr or discounted retainer blocks (e.g., 10-hour pack).
Retainers (Monthly/Quarterly): Compliance + quarterly planning calls + ongoing CRA correspondence handling.
Primary: Fixed-fee packages (high intent, seasonal demand).
Secondary: Add-ons and advisory hours (upsell at discovery).
Recurring: Monthly/quarterly retainers (bookkeeping + filings + planning).
Seasonal Expansion: Extended tax-season hours (Jan 15–Apr 30) to capture spike in demand.
“From” prices posted publicly for trust; fixed quotes after discovery.
Bundled savings for package + bookkeeping/payroll.
Retainer tiers (Essential / Plus / Premium) with escalating SLA and response times.
SEO: “tax planning Canada”, “GST/HST filing help”, “CRA audit support”, city-based pages (Toronto, Vancouver, Calgary, Montreal).
Content Marketing: Guides (RRSP vs TFSA timing, T2125 checklist), tax-season calendars, audit-response templates.
Paid Search & Local: Google Ads (intent keywords), Google Business Profile, Maps reviews.
Partnerships: Immigration consultants, mortgage brokers, startup hubs, co-working spaces, franchise groups.
Social/Professional: LinkedIn posts, niche Facebook groups, Reddit AMAs (compliance Q&A).
Referrals: Client referral program (credit toward services).
Traffic → Landing (hero + proof + clear pricing + CTA).
Lead Capture: 15-minute free discovery booking or “Get my fixed quote” form.
Qualification Call: Scope, complexity, province, deadlines → proposal with fixed fee and timeline.
Onboarding: Secure portal invite, checklist, data import (bank feeds, receipts, prior returns).
Delivery: Review call, sign-off, filing, documentation package.
Retention: Post-filing debrief → retainer pitch (quarterly planning + CRA correspondence).
Discovery & scoping; risk assessment.
Tax preparation and planning; documentation and review.
CRA correspondence handling and audit support.
Content creation for SEO; partner enablement; review management.
Continuous education on federal/provincial changes.
Licensed tax professionals (CPA, tax specialists).
Tools: Tax prep software, secure client portal/e-signature, bookkeeping stack, CRM, call scheduler, analytics.
Templates: Audit-readiness checklists, CRA response macros, scope of work library, pricing calculators.
Bookkeeping/payroll platforms, banks (accountant access), legal advisors (structuring), immigration and mortgage partners, startup incubators.
Professional salaries/contractors, software subscriptions, malpractice insurance.
Marketing (ads, content, SEO tools), referral commissions.
Admin & compliance costs, office or virtual office services.
Privacy & security (encrypted portal, PIPEDA alignment).
Engagement letters, documented scopes, version-controlled workpapers.
Reviewer sign-offs; two-person checks for complex files.
Province-specific tax updates cadence; incident response plan for data.
Acquisition: Organic sessions, CPC leads, cost per booked call, lead-to-client conversion %.
Delivery: Turnaround time, on-time filing rate, rework rate, client satisfaction (CSAT/NPS).
Finance: Avg. revenue per client (ARPC), gross margin per service line, utilization rate, % recurring revenue.
Retention/Referrals: Retainer renewal rate, referral rate, review volume & rating.
Avg. fixed-fee engagement: CAD 900 revenue.
Direct delivery cost (pro time + software): CAD 360.
Contribution margin: CAD 540 (60%).
Paid acquisition (blended CAC): CAD 150 → Payback within first engagement; retainer upsell lifts LTV.
Q1: Publish 10 SEO guides; launch discovery booking + portal; collect first 25 reviews.
Q2: Introduce retainers; partnership program; city landing pages (4 metros).
Q3: Automate CRA-letter triage; add bookkeeping add-on; webinar series (audit-proof records).
Q4: Advanced tax planning playbooks (owner-manager); expand to bilingual pages (EN/FR); refine pricing calculator.
“Legal & Safe” promise with CRA-aligned methodologies.
Audit-Ready deliverables and checklists included.
Fixed Quotes after discovery; transparent add-ons.
Year-Round optimization (not just filing).
Canada-Wide expertise with provincial nuances.
If you’d like, I can adapt this into a one-page investor/partner brief or a visual Business Model Canvas graphic for the site or internal docs.