About Mastertax
Our Mission
Our mission is to maximize your financial success through strategic tax planning and comprehensive financial guidance.
We help you save money and increase profits while ensuring fair tax compliance.
We simplify complex financial processes, providing clear, concise, and trustworthy solutions that protect and grow your bottom line.
Based in Toronto, our firm specializes in designing tax strategies, accounting, audit, and bookkeeping services for small businesses, self-employed professionals, and non-profit organizations.
Our Purpose
Mastertax began with a vision: to transform complex tax matters into clear, actionable solutions. Founded by Francisco y Rina Mejia, we’ve grown from a small tax firm to a leading financial firm in Toronto, while maintaining our commitment to personalized service. Our journey reflects our dedication to excellence, innovation, and client success.
Our Process , Simplified Journey
A simple, step-by-step plan to meet your financial needs.
Step 1: Initial Consultation – Understanding Your Needs
Your journey begins with a one-on-one consultation with our expert advisors. During this session, we:
- Discuss your financial situation, goals, and challenges.
- Identify the services that best fit your needs (tax planning, bookkeeping, debt solutions, etc.).
- Answer any questions you may have about the process and what documents are required.
- Provide an upfront outline of fees and service timelines.
- What You Need to Do: Come prepared with any relevant financial records, tax returns, or business documents.
Step 2: Document Collection & Assessment
Once we understand your needs, we guide you through the document submission process:
- We provide a checklist of required documents.
- You can submit your paperwork online or in person at our Toronto office.
- Our team carefully reviews your financials to ensure accuracy and compliance.
- What You Need to Do: Submit your documents on time to keep the process moving efficiently.
Step 3: Strategy & Solution Development
With all necessary information in place, we develop a customized financial strategy:
- Tax optimization strategies to minimize liabilities and maximize returns.
- Business structuring recommendations for entrepreneurs and corporations.
- Payroll and bookkeeping solutions to keep your business finances in order.
- What You Need to Do: Review our recommendations and provide feedback.
Step 4: Implementation & Execution
Once you approve the strategy, we take action:
- Filing of personal or corporate tax returns.
- Business registration and incorporation services.
- Representation in case of audits or legal matters.
- Setup of accounting systems, payroll, or bookkeeping solutions.
- What You Need to Do: Stay informed and ask questions along the way!
Step 5: Review, Adjustments & Ongoing Support
We don’t just stop at execution—we ensure ongoing financial success:
- Review your financial progress and make necessary adjustments.
- Provide year-round support for tax planning and compliance.
- Offer business growth and expansion strategies.
- Keep you updated on tax law changes that may impact you.
- What You Need to Do: Stay connected! We’re here whenever you need us.
Hear Directly from Our Valued Clients
Schedule Your Appointment Today
Take the first step towards financial clarity and peace of mind. Our expert team is ready to assist you with tailored tax and financial solutions.
