Our Mission
TAXplan’s mission is to make tax preparation easy for Canadians
With guaranteed accuracy and year-round support, our clients enjoy the benefits of working with a TAXpro, but at a fraction of the price of hiring an accountant.
Our Story
TAXplan is a family business. We started almost two decades ago, helping clients north of Toronto prepare their taxes the old-fashioned way.
A few years ago, we noticed a trend: Clients were turning to us after painful reassessments due to mistakes made on DIY tax software. At the same time, our clients had busy lives and needed the whole process to be easier.
The answer was TAXplan. An online program that combines the convenience of DIY tax software with the reliability of using a tax professional.
Today TAXplan is the only tax preparation service of its kind in Canada. We pride ourselves on providing Canadians with the convenience they want and the reliability they need in tax preparation.
Our Values
Family
As the children of hard-working Italian immigrants, we were taught early on that nothing is more important than family. We take pride in helping families across Canada maximize their tax savings, so they have money to spend on the important things in life.
Support
As a client, you have our support. Taxes can be stressful so we assign every client a TAXpro to answer questions and walk them through the process. We are real people who want to help.
Planning
The key to higher tax refunds is planning. A friendly chat about salary vs dividends, or RRSP contributions this year and next, makes a difference at tax time.
Expertise
We strive to be the best. We understand that the expertise of our TAXpros sets us apart from other services. With TAXplan, real people prepare your return, not a computer. We value the expertise of our team and nurture it.
Convenience
We know what it means to shuttle kids from hockey to piano lessons, and how it feels to spend your one free day a week grocery shopping. We do everything we can to make TAXplan as convenient as possible for you.
Our Team
Gennaro De Luca
As an entrepreneur and a Certified Financial Planner, Gennaro is passionate about helping small business owners stay on the good side of the CRA while maximizing tax savings. Gennaro ensures that all TAXplan clients receive on-going support to plan for the upcoming tax year.
Paola De Luca
As a mother to three children, Paola created TAXplan to give other working moms one less thing to worry about. As an accountant, Paola was our first TAXpro. Today, she manages all our TAXpros to ensure that we meet our 100% accuracy guarantee with every return we prepare.
Carmela Doctor
With two grown children in university, Carmela believes that young adults need a more reliable and convenient way to prepare their taxes, and she embraces modern technology. Carmela oversees the day to day operations of TAXplan and looks after the tech development side of things.
I used the TAXplan app for the first time last year and it was great! My tax returns were completed in a day and because I’m a student they were FREE! Will definitely use again this tax season.
Megan M, Toronto, ON (post-secondary student)
