Calgary Accountants · EFILE Certified
Calgary accountants who actually return your calls.
Personal tax, small business tax, bookkeeping, payroll, and CRA help, all from a team that knows your file.
- Reviews
- 107+
- Rating
- 5.0 ★
- CRA
- EFILE
Based in
Calgary, Alberta
Serving Calgary, Airdrie, Okotoks, Cochrane.
About
About Ultimate Financial Services.
We’re a team of accountants in Calgary. When you hire us, you work with people who know your file, start to finish. Not a chatbot, not whoever happens to pick up the phone.
We’ve been doing personal and small business tax for years, and we’re EFILE certified with CRA. Over time we’ve built up a hundred-plus five-star Google reviews, mostly through word of mouth. Clients send us their family, their business partners, the friend who’s three years behind on filing.
If you’re here because you’re stressed about tax, that part’s normal. We’ll get it sorted.
What we do
Six services. One team. Everything that touches CRA.
Personal Tax
T1 returns for employees, the self-employed, students, seniors, and late filers.
Learn moreSmall Business & Corporate Tax
T2 returns, year-end financials, and owner-manager tax planning.
Learn moreBookkeeping
Monthly bookkeeping done by an accountant, plus catch-up cleanup if you’re behind.
Learn morePayroll & GST
Pay runs, source deductions, T4s, ROEs, and GST filings handled together.
Learn moreIncorporation
CRA accounts, opening books, and first-year T2 setup after you incorporate.
Learn moreCRA Audit Help
Representation for reviews and audits, plus compilation and review engagements.
Learn moreWhy clients stick around
Small-firm care, done right.
One team, your whole file.
No handoffs to a partner who only shows up at year-end. We handle the books, the GST, the payroll, and the tax return together. The context never gets lost.
Professional work that doesn’t feel corporate.
You get experienced accountants without the big-firm markup or the meeting culture. Plain English explanations, real recommendations, no jargon for the sake of it.
We actually pick up the phone.
If you call during business hours, we’ll answer. If we can’t, we call back the same day. That’s the bar, and we keep it.
Who we work with
If you file taxes in Canada, we can probably help.
Sole proprietors
Self-employed contractors, freelancers, side-hustle owners. Schedule T2125 on a personal return.
Incorporated small businesses
CCPCs with one owner-manager, partnerships, family businesses, professional corporations.
Salaried employees
Straightforward T4 returns, often with rental income, investments, or RRSP/TFSA optimization on top.
Self-employed & gig workers
Uber, contractors, online sellers, anyone with a stack of 1099-style or T4A slips.
Seniors
Pension splitting, OAS, CPP, age and pension credits, RRIF income. Done with patience.
New Canadians
First-year filers who need someone to explain how the Canadian system actually works.
Late filers
People who are one, three, or seven years behind. It happens. We’ve seen it. Let’s get you current.
Owners switching accountants
Mid-year handoffs included. We’ll get the prior accountant’s file and pick up where they left off.
Schedule
Book online
Pick a time below for a 30-minute call. We’ll talk about what you need, and quote you upfront after.
Google reviews
107 reviews. 5.0 stars. Here’s what a few say.
“I was three years behind on my taxes and dreading the call. The team at Ultimate Financial Services walked me through everything in one sitting, refiled what was missed, and even got me a refund on the oldest year. I’ll never use anyone else.”
“Switched to Ultimate Financial Services after my old accountant kept missing deadlines. They picked up my year-end, fixed two prior years that had errors, and got my T2 in on time. Calm and clear the entire way.”
“I’ve been self-employed for a decade and Ultimate Financial Services is the first accountant who actually explains what they’re doing. I leave every meeting feeling like I understand my own books.”
“Got a scary review letter from CRA on my GST. The team took it from there, dealt with them directly, and the assessment came back with no changes. Worth every dollar.”
“Honest, professional, and quick. I sent my slips in the morning and had my return filed the same week. They told me upfront what it would cost. No surprises.”
“Ultimate Financial Services set up the books for my new corporation and now handles payroll for my two employees. The whole package. I don’t think about taxes anymore, which is the whole point.”
Service areas
Calgary and nearby.
The office is in northeast Calgary, but most of our work happens by email, phone, and secure file upload. We take clients from across Calgary, Airdrie, Okotoks, and Cochrane, and a fair number from further afield once they’re used to working remotely.
- Calgary
- Airdrie
- Okotoks
- Cochrane
FAQ
Common questions
Are you taking new clients?
Yes. New personal tax and small business clients are welcome year-round. Closer to the April deadline things get tighter, so reach out earlier if you can.
Do you do both personal and business taxes?
We do. Most of our clients use us for both: their T1 (personal) and their T2 (corporate) under one roof. Bookkeeping, payroll, and GST sit on the same shelf.
How does pricing work?
We don’t post prices because every file is different. Book a 30-minute consultation. We’ll ask a few questions, then quote you upfront in writing. No surprise invoices.
Do you meet in person or virtually?
Both. The office is in northeast Calgary if you want to come by. Otherwise everything works over phone, email, and a secure upload link. We have clients we’ve worked with for years who we’ve never met face to face.
What software do you work in?
We file through CRA-certified tax software (EFILE). For bookkeeping we work in QuickBooks Online and Xero most often, but we’ll work in whatever you already have set up.
Ready when you are.
Book a 30-minute call. We’ll listen to what you’re dealing with, ask a few questions, and tell you upfront what it’ll cost.