InnovaTAX has relocated to Trout Creek, Ontario in Novemer 2017.  However, we can still service all of our clients, whether they live in the Orillia area, or anywhere else, for that matter.  We continue to value your business and provide the best service possible.

Last year, our personal (T1) income tax fees changed.  While we have retained our maximum basic fee of $69.99, some changes have been made to the fee structure.  Changes have been made to the Loyalty rate factors to allow greater fee reductions over fewer years.  Also, a new rate factor, Paperless Filer, has been added, which allows the client further savings by accepting a .pdf file in place of paper documents.  This also allows the client and InnovaTAX to reduce their carbon footprint.

For more details, please view our rate plans.

ABOUT THE COMPANY


InnovaTAX is a sole proprietorship which was established in Orillia, Ontario in September 2013.  We are a Canada Revenue Agency (CRA) authorized E-File service provider.  Our HST Registration Number is 887790533RT0002.

OUR SERVICES

Since 2013, we have strived to provide the best services possible.  Please see below a list of the services we provide:

Income Tax:
• Return processing including personal, self-employment and rental income;
• CRA client representation;
• records management; and
• E-file service.

Small Business:
• Establishment and maintenance;
• bookkeeping;
• HST return calculations, filing and remittance;
• data management (spreadsheet and database development); and
• records management.

OUR MISSION

To provide expert services to Canadian citizens and residents. We are committed to providing you, the client, with the most accurate and professional consulting services, for the most competitive rates in the industry.  As our name suggests, we will accomplish this by utilizing innovative methods in the provision of our services.

OUR VALUES

As a company, our primary obligation is to our clients, who have trusted us with their personal and business needs.  We will conduct ourselves methodically and with honesty, integrity, professionalism, high ethics and respect with regards to the client, tax authorities and our team.

ABOUT THE PROPRIETOR

While we have been in business for over four years, our experience didn't start there.  InnovaTAX's proprietor, John R. Middleton, has been filing his own paper returns since 1987.  In 2003, he started filing returns for friends and family both by paper and electronic means, in order to build even more experience prior to getting into business.  Mr. Middleton is a member of the Canadian Armed Forces, where he has accumulated over 21 years of service.  He has served over 15 of those years a Resource Managment Support Clerk and a Financial Services Administrator, where he works in financial and human resources roles including accounting, payroll, claims and benefits administration and records management.

In 2014, John completed the Payroll Compliance Practitioner program through the Canadian Payroll Association and in 2015, he graduated from Georgian College's Bookkeeping program, with honours.  More recently, he completed the Business Administration Accounting program at Georgian College in Barrie, with honours.  He is currently working towards a Bachelor of Business Administration at Nipissing University, in North Bay, Ontario.