Are You Leaving Money on the Table with the CRA?

The Canadian tax system is complex. Our Tax Clarity Report is a simple, affordable service that provides a personalized checklist of potential credits and a clear illustration of your RRSP vs. TFSA options, helping you keep more of your hard-earned money.

Clarity in Two Key Areas

Your personalized PDF report focuses on providing data-driven insights where it matters most.

Personalized Tax Credit Checklist

Based on your age, province, family status, and other details, we generate a customized checklist of federal and provincial tax credits you may be eligible for. Stop wondering what you're missing and get a clear list to discuss with your accountant or use when filing your own taxes.

RRSP vs. TFSA Optimizer

It's the most common question for Canadian savers. Based on your income, we'll illustrate the immediate tax refund from an RRSP contribution versus the long-term benefit of tax-free growth in a TFSA, empowering you to make the most strategic choice for your savings this year.

A Real-World Example: Uncovering Savings

Meet Maria, a 45-year-old nurse and single mother in Ontario. She's a diligent saver, but always found taxes confusing. This year, she had $6,000 to save from her $85,000 income and wanted to make the smartest choice.

The Tax Clarity Report gave her two powerful insights:

Part 1: The Personalized Tax Credit Checklist

The report instantly flagged several credits she was eligible for based on her life situation, including the Medical Expense Tax Credit for her son's orthodontics and the Ontario CARE credit for child care.

Part 2: The RRSP vs. TFSA Illustration

The report showed her the exact financial trade-off for her $6,000 contribution:

RRSP Contribution

Contributing $6,000 to her RRSP would lower her taxable income.

Immediate Tax Refund This Year:

$2,148

TFSA Contribution

The benefit is not an immediate refund, but tax-free growth for life.

Immediate Tax Refund This Year:

$0

The result? The report gave Maria a clear checklist for tax time and a data-driven reason to make an RRSP contribution, putting over $2,100 back in her pocket immediately.

Get Your Report

A simple, one-time fee for a powerful analysis.

The Tax Clarity Report

$50

  • Personalized Tax Credit Checklist
  • RRSP vs. TFSA Contribution Illustration
  • Delivered as a Professional PDF
Get Started