Affordable Tax Preparation Services

Serving small businesses and individuals in Barrie, Muskoka and surrounding areas.

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Tax Preparation Experts

Trillium Tax Services is a unique tax preparation service for individuals and small businesses operating out of Barrie, Muskoka and surrounding areas. Our experts work with you in your home or office and help you maximize your deductions and potential refund to make tax season less stressful for all. Call us today to request an in-home appointment!

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Complete Tax Preparation & Accounting Services

Thorough Analysis

We will analyze your expenses to get you the most out of your refund.

Careful Record Keeping

We assist you in looking at the best ways to keep track of your finances, our Bookkeeping service makes tracking transactions a breeze.

Effective Tax Planning

We walk you through every step of completing your return, from filing the right forms to what credits you qualify for, all from the comfort of your home or business.

Get Tax-Ready with Our

Free Downloadable Forms

What’s Available:

  1. Small Business Tax Prep Checklist
    This template can help you gather and organize the information and expenses needed for your business return.
  2. Rental Income Tax Organizer
    A quick and easy template to document rental income and deductible expenses, making tax filing stress-free.

How It Works:

  • Download the PDFs below to get started.
  • Use them to collect and organize everything you need for your tax appointment.
  • Ready to file? These forms will ensure you have all of the right information at your fingertips for your appointment.


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Our Specialized Services Include:
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Tax Preparation You Can Trust

For over ten years, our local practice has provided dependable tax preparation services in Muskoka, Barrie, and other surrounding parts of Ontario. With our personalized in-home  services, we make it a point to meet with small business and individual clients on their turf to explain their tax returns in detail. We also provide personal and financial insights for your financial situation. We take pride in helping families, small company start-ups, and older individuals to help them better manage their income and expenses right from home!

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Tax Preparation Done Right

Trillium Tax Services offers its high quality, professional tax preparation services for both personal and small business owners in Barrie, ON, Muskoka, ON and the surrounding areas, at affordable rates. We can help busy entrepreneurs, students, and senior citizens do their tax returns correctly from the start so that they can file on time and without penalties. By bringing our expertise to your door, tax preparation has never been easier!

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Why Clients Trust Us


“Our clients have received an additional $15,000.00 back from CRA for credits that were not claimed in prior years.”

C. McDonald

"Trillium is fantastic, very knowledgeable, and they'll come right to your home!"

K. Johnstone

"Fast, excellent service every time. It’s always a pleasure to work with Trillium, they know the tax services industry inside and out and always finds us an extra refund!"

L. Heise

"100% recommend Trillium for helping me in my Forex Trading, they have gone above and beyond to help me earn $32,000 on my little investment of $3500."

M. Bushi

Tax Preparation FAQs

Got a question? We’re here to help.

  • Why do I need an experienced tax professional?

    When it comes to taxes and business finances, it’s all too easy to make mistakes on your return that can cost real money. And even without the fear of error, making sure that you can get all that you can out of your return is a time-consuming effort that requires hours to research. That’s why it’s a good idea to hire a tax preparer, to ensure that your taxes are submitted without error in a timely manner.


    Tax professionals are on top of the changes in the finance world, meaning that no deduction or credit is overlooked when it comes to your return.  And with years of experience, they help prepare you for next year’s tax season with decisions you can make today. 

  • What Is tax preparation?

    A tax preparer is someone who helps people and corporations prepare, calculate, and file their income tax returns. Tax preparers come in a variety of forms, with some having credentials provided by third-party organizations and others being uncredentialed. Knowing the various sorts of tax preparers and their credentials might assist you in obtaining the best possible tax result.

  • What other services do you provide?

    In addition to tax preparation for individuals and small businesses, Trillium Tax Services also provides bookkeeping services and payroll assistance for small businesses. We provide in home/office services that eliminate extra travel. Our experts bring unique insights on how to best manage your finances, and they're eager to share them with you!

  • How can I get in touch with you?

    There are several ways to get in touch with us! You may call us at (705) 789-9990. Or, if you prefer email, laura@trilliumtaxservices.ca. You can also use the form on our contact page to request an appointment or more information on the services we provide. And feel free to check out our Facebook and Twitter!

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