Conquer your tax challenges for good.

Are you struggling to catch up on back taxes?

Schedule a FREE Call
Case Studies
What will happen if you ignore your tax issues?

A lot of stress.

  • Face hefty penalties and interest.
  • Lose sleep over unresolved tax issues.
  • Watch your business suffer due to tax stress.
  • Risk audits from tax authorities.
  • Feel overwhelmed and neglectful.
  • Endure constant anxiety about taxes.
I need help with my taxes.
Book a 15-minute call with Lucas now.
Experience Freedom from Tax Anxiety

Get compliant and enjoy peace of mind with my expert help.

  • Resolve up to 10 years of back taxes seamlessly.
  • Receive a detailed plan tailored to your situation.
  • Gain confidence with a former CRA officer is on your side.
  • Focus on growing your business without tax distractions.

Hi, I’m Lucas, your CPA.

I'll come right out and say it: I know you are an expert at running your business.

You have worked hard to get where you are today, and you deserve to have peace of mind knowing that your books are organized and compliant with CRA.

As your personal CPA, I genuinely care about your financial goals too. If you run a small business and struggle to keep your books organized, I can help you.

I've worked with hundreds of clients, on both sides of the coin. I earned my CPA license while working at Deloitte, and I have worked at Canada Revenue Agency.

I pride myself on my desire to learn, attention to detail and strong work ethic.
‍
I can help you stay organized and compliant with CRA using my proven strategies. Whether you're just starting out or need to get organized quickly, I can create a custom plan that fits your unique business needs. So, are you ready to take control of your finances?

I'm ready to take control
Real results, not just promises.

Cases Closed by Lucas

CLOSED

Notice of (Re) assessment

This review relates to the tax years 2013 to 2020, on the individual account and to reporting period sending December 31, 2017 to December 31, 2020, on your GST/HST account.
Result of this (re) assessment.
We have credited you
$65,116 CREDIT

8 Years of Relief

Client needed help after their bookkeeper passed away, and had no access to any of their past records or filings. We built a case and successfully requested that CRA cancel (1) repeated late-filing penalty (2) late-filing penalty (3) failure to file penalty (4) instalment interest (5) arrears interest.
Taxpayer Relief Centre of Expertise, Appeals Branch
July 8, 2022
CLOSED

Notice of (Re) assessment

Following your request, we would like to confirm that the changes will be made as requested.
Result of this (re) assessment.
We have credited you
$119,411 CREDIT

Correcting errors in tax returns

Taxpayer made significant errors when filing their own tax returns, resulting in over $100,000 of over-reported taxable income. We appealed the assessments and proved that the taxpayer's income was much lower, and provided proof of the mistakes made. We also defended the taxpayer from false collection claims, because the tax debt was over-exagerated based on filing errors.
Supplenetary Examination Section, CRA NVRCC
February 18, 2025
CLOSED

Subject: Cancellation of tax under Part XI.01 - Tax-free savings account (TFSA)

Dear Madam: We are writing in response to your request of September 20, 2022, asking us to cancel the tax on excess TFSA contributions for the 2021 tax year(s). After carefully considering the circumstances and facts of your case, we are pleased to tell you that we are granting relief. We will cancel the 1% tax we normally assess
Result of this (re) assessment.
We have credited you
$1,982.01 CREDIT

Canceling Tax on Excess TFSA Amounts

Taxpayer overcontributed to their TFSA. The Income Tax Act gives the Canada Revenue Agency the discretion to cancel all or part of any tax on excess TFSA contributions. For such a cancellation to be granted, we wrote an objection letter clearly explaining how the tax must have arisen because of a reasonable error and the individual must have acted right away to remove the excess contributions from their TFSA.
Decision from TFSA Processing Unit
Dec 16, 2023
CLOSED

Subject: Relief decision for the tax year 2022 Form T1135, Foreign income verification

After carefully considering the facts and circumstances of this case, I am approving your request. The late-filing penalty and arrears interest charged to the tax year 2022, in relation to the Form T1135 will be cancelled in full.
Result of this (re) assessment.
We have credited you
$2,400 CREDIT

Decision letter: Taxpayer relief

Canada Revenue Agency charged a late filing penalty because the client immigrated to Canada and was not aware of their obligations to report foreign assets costing above $100,000 CAD on CRA Form T1135, Foreign Income Verification Statement.
Decision from Taxpayer Relief Centre of Expertise
March 6, 2025
CLOSED

Subject: Objections decision letter

We made a change based on your Notice of Objection dated April 29, 2023. This letter refers to your objection to the income tax reassessment dated February 2, 2023, for the year 2022. The Minister has made the following decision based on a review of the available information.
Result of this (re) assessment.
We have allowed your objection in full.
$106,043.12 CREDIT

Decision letter: Objections

The Taxpayer received $330,919.86 in stock options and claimed a corresponding Security Options Deductions for 50% of the options. Canada Revenue Agency re-assessed and disagreed, charging 88,570.77 in additional taxes, plus 17,440.39 in additional arrears interest.

It was discovered that the Taxpayer had not responded to a CRA letter requesting more documentation. We proved eligibility and reversed the CRA decision through appeals.
Decision from CRA Appeals Division
April 13, 2024

I'm Here to Help You

With my experience, you'll be on the right path to tax compliance.

  • Chartered Professional Accountant

    Trusted expertise with the knowledge to resolve your tax issues.

  • Former CRA Officer

    I know how the CRA works and I communicate with CRA on your behalf.

  • Former Deloitte Tax Analyst

    I bring peace of mind to every client because I've served people in your exact situation.
Working with me is simple.

🚀 Here's how to get started.

1

Quick FREE Intro Call

Explain your current situation and where you want to be.
2

Book your Initial Consult

Ready to dive in? Great! My standard flat rate for an initial consult is $500, which includes a detailed proposal with next steps and the estimated cost to execute the proposal.
3

Get Compliant With CRA

The vast majority of my consults lead to executing on the proposed plans, however, you have no obligation to work with me. You are free to proceed only if you choose.
Book my FREE intro call
Accounting "À la Carte"

Here’s how else I can help you.

  • Incorporation Services

    I'll help you go from a self-employed individual to an incorporated business. And I will take care of all the paperwork to get you incorporated.

  • Monthly Calls

    If you want accountability, we can set up monthly (or even weekly) calls, depending on your needs.

  • Capital Gains Analysis

    I'll teach you how to track your rental property finances so you're ready for tax season, and I understand the ins and outs because I'm a real estate investor myself.

  • Rental Property and GST/HST Rebate

    You could qualify for up to $30,000 in rebates from the CRA for your new-build home. Let me help you find out if you qualify.

  • QuickBooks Online (QBO) Review

    I can review your QuickBooks setup to help make you more efficient at running your business.

  • YouTubers & Influencers

    You made it online and see money coming into your account but have no idea what to do with your taxes? I can teach you how to organize your finances, track your ad revenue, sponsorships, and banking.

  • E-commerce & Marketplace

    Your online store is growing and you're seeing tax notices pop up every week. I'll help you track your data for tax purposes and keep you on track with CRA.

  • Back taxes clean up

    How do you catch up on your back taxes? Get help from a CPA in Ottawa. I specialize in helping people catch up, from 5 years to 10 years behind.
Need Custom Service?
Book a 15-minute call to get pricing.
Don't take my word for it.

See what my clients are saying.

4.8
FROM OVER
24
REVIEWS

🗓️ Book your call

Book your free intro call directly in my calendar if you're ready to learn more.

Remember

Unresolved Back Taxes Can Lead To...

❌ Face hefty penalties and interest
❌ Lose sleep over unresolved tax issues
❌ Watch your business suffer due to tax stress
❌ Risk audits from tax authorities
❌ Feel overwhelmed and neglectful
❌ Endure constant anxiety about taxes
By the way...

I'm an ELITE Certified QuickBooks ProAdvisor

When I ask business owners what their biggest challenge is, they all tell me one thing: “getting organized in my QuickBooks company file.” That’s why I decided to become a Certified QuickBooks ProAdvisor. This designation allows me to showcase that I can help you get organized on QuickBooks using my skills and expertise.

And trust me, it works.

Book your FREE intro call
✅ Thank you!
I promise to give you value!
Oops! Something went wrong while submitting the form.
Resources
RentalInvestment rateMortgage loanTemplatesBlog
Contact
Lucas@taxesmadesimple.ca+1 (613) 866-4194Application Form
©2025 Lucas CPA. This website is owned by Lucas CPA Professional Corporation. Designed by Loogart
Privacy Policy