If you’re self-employed, you already wear a lot of hats — marketer, salesperson, customer service rep, operations manager, and bookkeeper (on the good days). But as the year winds down, there’s one hat that deserves your attention: the tax planner’s hat.

Before you hit “out of office” mode this holiday season, take a deep breath and a good look at your 2025 numbers. Because with a few smart moves right now, you can reduce your 2025 tax bill, stay organized, and roll into 2026 with clarity and confidence.

That’s exactly what our Self-Employed Success Check-Up is designed to do.

🌟 What Is the Self-Employed Success Check-Up?

It’s not just a year-end review — it’s a financial reset and tax-saving strategy session rolled into one.

This hands-on check-up helps you:

  • Review your 2025 year-to-date sales and expenses

  • Spot missed deductions or credits

  • Estimate your tax liability before filing season

  • Find strategic ways to lower your taxes

  • Plan for 2026 cash flow, CPP contributions, and CRA installments

You’ll walk away with a personalized Tax-Readiness Report — no jargon, just clear insights and action steps tailored to your business.

📊 Why Do This Now?

Because December 31 isn’t just the end of the year — it’s the deadline for most tax-saving opportunities.

Here’s what we’ll help you consider:

  • Should you accelerate expenses or defer income?

  • Are you maximizing your business-use-of-home and vehicle deductions?

  • Would RRSP contributions lower your tax bracket?

  • Should you finally set up a Health Spending Account (HSA)?

  • Is incorporation something to plan for in 2026?

Waiting until February to sort it all out usually means missed deductions, surprise tax bills, and sleepless nights. Let’s avoid that together.

💡 What’s Included in the Check-Up?

Every package includes a full year-to-date review, a projection of your 2025 taxable income, and a private strategy call to go over your results.

Packages start at $295 and come in three tiers:

  • Essential: For sole proprietors and freelancers with under $75K income

  • Professional: For growing service-based businesses ready for optimization

  • Premium: For high-earning entrepreneurs or households with multiple incomes

You’ll also receive:

  • A customized 2026 Tax Readiness Plan

  • CRA filing deadline calendar

  • Optional RRSP and GST/HST optimization review

🗓️ When Should You Book?

Now!
We’re scheduling reviews throughout November and December 2025, and spots fill up quickly — especially for those who want time to make year-end adjustments.

Book before December 15, 2025, and you’ll receive $50 off your package.

👉 Book Your Self-Employed Success Check-Up

🎁 Think of It as a Gift to Future You

Your future self will thank you when tax season rolls around and you’re calm, organized, and already ahead of the game.
No scrambling, no guessing, no missing out on deductions — just clarity, confidence, and maybe even a bit of excitement about where your business is headed next year.

Let’s make 2026 your most financially confident year yet. 💪

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