For Individuals, Business Owners & Entrepreneurs

What We Can Help You With

Personal Tax Filing (T1)


Financial Planning

Tax Planning


Corporate Tax Filing (T2)

System Design & Improvement

CRA Audits & Reviews

Performance Analysis (KPI's)

Our approach to accounting

We understand that everyone has different needs. Therefore, our processes are designed to be fast, efficient and easy-to-use. We leverage technology to create systems that are tailored for your business and offer solutions that help you save time, get better, faster information and poise yourself for future growth.

Indivdual & Family Taxes

 Our focus on people is one of KATA’s core values and we are intent on delivering a superior customer experience.  We offer personal accounting services for individuals and families, from simple tax returns to planning for the future, buying a home, and more. Find out how our reliable and experienced team can help you with your accounting needs.  

Business Taxes

Leveraging technology, we provide fast and accurate figures that allow you to grow your business into the future, rather than just look backwards to file tax. Our systems are designed around communication and efficiency. Focus on sales and let us deal with the rest.

Scale your business with our Bookkeeping Services

Out of date and badly kept records can sink your business. Entrepreneurs need forecasts, plans and solid records to attract good investors. KATA Accounting’s Bookkeeping Services can provide a cloud-based record of every transaction including source documentation. If you don’t know where you’ve been, you can’t know where you’re going. Let us help you achieve your direction and dream!

Jonathan has been a key contributor to our advisory council, providing insights in how the accounting industry and Intuit can work together to support small businesses.  It is easy to see why he is such a strong trusted partner to his clients, given his significant experience, and his thoughtful and considerate approach.”

Jeff Cates

President and CEO, Intuit Canada

Sometimes life gets too hectic and stressful to deal with things the way you would want. When this happened to me, I found myself with a late return filing and large penalties and interest charges. KATA Accounting helped me rectify the problem as well as gather the information to file for relief. Relief was granted and lifted a large financial burden from my shoulders! I am grateful for the professional, trustworthy and persistent service provided…everything you need, especially when dealing with difficult financial situations. (Avoided over $100,000 in penalties and interest).


Owner, Private Company

Partnering with KATA Accounting was an easy choice for me. They know and embraces QuickBooks Online, which makes it easy to communicate and share with one another. They’re always happy to take the time to explain what they need so it’s clear what they require. My clients love how personable they are to deal with and how they use layman terms to ensure the clients understand.

Tania Franolic

Owner, Legal Eagle Admin Services

Virtual Accounting Firm

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