Consultants

Your Expertise Earns.
Let Us Handle the Rest.

Management, IT, HR, finance — whatever your field, consulting means multiple clients, multiple invoices, and a complex tax situation that changes every year. We keep your books organized, your GST/HST current, and your deductions maximized so you can focus on your clients.

Multi-client income tracking All deductions captured 100% Online — All of Canada
Common Challenges

What Consultants Deal With

Sole Proprietor or Incorporated — Which Saves More?

Below roughly $80,000–$100,000 in net consulting income, the tax savings from incorporating often don't outweigh the extra administrative costs (T2 filing, corporate records, accountant fees). Above that threshold, the federal Small Business Deduction drops your rate to 9% and income splitting becomes possible — making incorporation very attractive. MaxRefund helps you model both scenarios so you choose the right structure at the right time.

Deductible vs. Non-Deductible Expenses

Home office, software subscriptions, professional development, vehicle use — the rules are specific. Claiming incorrectly attracts CRA scrutiny; not claiming at all costs you real money.

GST/HST Across Multiple Provinces

Consultants who serve clients in multiple provinces face different rates: HST in Ontario, New Brunswick, Nova Scotia, Newfoundland, and PEI; GST+QST in Quebec; GST only in Alberta and BC. The "place of supply" rules determine which rate applies to each invoice — and cross-province billing errors are a common CRA audit trigger. We ensure every invoice is taxed at the right rate.

FAQ

Consultant Questions — Answered

It depends on your income level, liability concerns, and long-term goals. Incorporation can offer meaningful tax deferral at higher incomes, but it also adds administrative obligations — corporate returns, records, shareholder structure. We maintain clean books for either structure and coordinate with your accountant on the decision.

Yes, if you use a dedicated space exclusively and regularly for business. You can deduct a proportional share of rent or mortgage interest, utilities, internet, and property taxes. We calculate this correctly and document it to withstand CRA review.

Yes. Consulting services are taxable supplies. Once your annual revenue exceeds $30,000, registration is mandatory. We handle registration, client invoicing guidance, return preparation, and timely remittances.

Both go on the same T1 return — employment income on line 10100 and self-employment net income on the T2125 schedule. CPP is required on your net self-employment income, and your withholdings from employment affect how much you owe. We file the complete return and ensure both sources are handled correctly.

Common deductions include professional software and subscriptions, liability insurance, home office costs, vehicle use for client meetings (mileage log required), professional development and conferences, and subcontractor fees. Meals and entertainment are deductible at 50%. We track all of these throughout the year so nothing is missed at filing time.

Get Started Today

You Focus on Your Clients.
We'll Handle Your Books.

Tell us about your consulting practice and we'll send you a custom, no-obligation quote within 1 business day.