This is where our current limited-time offers live. Each offer is only available during its stated booking window, and offers retire when their window closes.
Q4 Year-End Sprint
What it is
The Q4 Year-End Sprint is a fixed-fee, time-boxed year-end package for Canadian businesses with December 31 year-ends. It is delivered in October and November, while there is still time to act before year-end.
Why now
Recent and proposed federal tax changes make this a smart year to plan ahead:
- The federal government proposed the Productivity Mega Deduction on September 15, 2026. If enacted as proposed, it would provide 100 percent immediate expensing for a broad range of equipment on a permanent basis.
- The proposed increase to the capital gains inclusion rate was cancelled; the inclusion rate stays at 50 percent.
- The Lifetime Capital Gains Exemption rose to $1.275 million for eligible entrepreneurs.
Two tiers
Essentials, $549 flat
- 2026 tax position review
- Year-end checklist
- Filing calendar through June 2027
Full Sprint, $949 flat
- Everything in Essentials
- Capital expenditure timing plan
- SR&ED and Clean Economy credit eligibility screen
- Written Year-End Action Plan
- 30-minute walkthrough call
Both prices are in CAD, and HST is extra.
How it works and scope
You complete a short intake questionnaire and share your last T2 and current bookkeeping. Our turnaround is 10 business days, counted from receipt of complete documents and CRA authorization. If your books are not current through Q3, cleanup is billed separately at $45 per hour. The incentive screen is a preliminary eligibility opinion; if the opportunity looks promising, we will propose a defined follow-on engagement.
Booking window
The booking window for the Q4 Year-End Sprint runs from October 1 to December 1, 2026.
Book your sprint
To book, contact info@opti-val.ca.