Adian Professional Corporation

What Adian Professional Corporation does

Adian Professional Corporation is a privately held, Mississauga-based CPA firm founded by Purvish Shah, CPA, CA, that provides fixed-fee compliance and planning services exclusively for Canadian domestic tax matters. The firm targets incorporated businesses, Canadian-Controlled Private Corporations (CCPCs), and professional corporations across Canada excluding Quebec, with all engagements delivered remotely from a single Ontario office. Core offerings are organized into tiered packages: T2 corporate tax return preparation (starting at $1,500 + HST), a T2 + T1 personal tax bundle (starting at $2,250 + HST), a full T2 + T1 + CSRS 4200 compilation engagement (starting at $3,500 + HST), and standalone Tax Planning engagements covering corporate reorganizations, LCGE planning, post-mortem planning, and trust/estate structures (starting at $15,000 + HST and scoped individually).

The practice is built around a tightly defined technology and methodology stack: TaxCycle T2 CRA-certified software for corporate tax preparation and electronic filing, QuickBooks Online as the exclusive bookkeeping platform, and CRA EFILE authorization for both T2 and T1. The firm's central differentiator is that the founder personally prepares and reviews every engagement rather than delegating to junior staff, supported by written engagement letters, fixed-fee pricing with no hourly billing, and written tax plans with explicit Income Tax Act section references for planning work. Technical depth is concentrated in CCPC-specific matters including RDTOH, GRIP, CDA tracking, Small Business Deduction optimization, TOSI, and s.85 rollovers.

The business model is a solo-practitioner professional services practice with 1-10 employees. Revenue is generated entirely through fixed-fee engagements rather than hourly billing. Go-to-market is sales-led, beginning with a free 20-minute consultation call and conversion into a written fixed-fee quote; customer acquisition relies on a content-marketing blog, founder-led organic social media (LinkedIn, Facebook, TikTok), and a referral network of bookkeepers, lawyers, and financial advisors. The firm explicitly declines US, cross-border, and international engagements and does not file Quebec provincial CO-17 returns, positioning itself as a deep specialist rather than a generalist accounting practice.

Name

Adian Professional Corporation

Legal name

Adian Professional Corporation

Website

https://adian.ca

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Adian Professional Corporation is a Mississauga-based CPA firm delivering fixed-fee T2 corporate tax, CSRS 4200 compilations, and tax planning services exclusively to Canadian CCPCs and incorporated businesses across Canada (excluding Quebec), with all work led personally by founder Purvish Shah, CPA, CA.

Ownership category

akta.pro rank

Headquarters

HQ city

Richmond Hill

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Fixed-Fee Professional Services: The firm generates revenue exclusively through fixed-fee engagements for professional accounting and tax services. Pricing is confirmed in writing before any work begins. No hourly billing or surprise invoices. Services include T2 corporate tax returns, T1 personal tax returns, CSRS 4200 compilation engagements, and tax planning services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Adian Professional Corporation is a CPA firm providing fixed-fee compliance and planning services for Canadian-Controlled Private Corporations (CCPCs) and incorporated businesses. Core services include annual T2 corporate tax return preparation and CRA EFILE, CSRS 4200 compilation financial statements for banks and lenders, integrated T1 personal tax preparation for shareholder-managers, and structured tax planning for corporate reorganizations, Lifetime Capital Gains Exemption (LCGE), post-mortem tax planning, and trust and estate structures. All engagements are led personally by founder Purvish Shah, CPA, CA.

Product overview

Adian Professional Corporation is a CPA firm providing fixed-fee compliance and planning services delivered by a single senior CPA (Purvish Shah, CPA, CA). The firm operates as a unified service practice rather than a modular software platform. Core service lines include T2 Corporate Tax Return preparation, T1 Personal Tax Return preparation, CSRS 4200 Compilation financial statements, and Tax Planning Engagements. Services are offered in three bundled packages (T2 alone, T2+T1, and T2+T1+Compilation) plus standalone Tax Planning. All engagements include a CPA review call and written deliverables where applicable. The practice is focused exclusively on Canadian domestic tax under the Income Tax Act (Canada) for CCPCs and incorporated businesses.

Differentiator

Problem solved

Functional benefit

Products and services

• T2 Corporate Tax Return Annual CRA T2 corporate income tax return preparation and electronic filing for Canadian-Controlled Private Corporations (CCPCs) and incorporated businesses. Includes all applicable CRA schedules, RDTOH/GRIP/CDA tracking, Small Business Deduction optimization, CCA continuity, shareholder loan compliance review, Notice of Assessment review, and tax instalment calculation. Starting at $1,500 + HST.
• T1 Personal Tax Return Personal income tax return preparation for self-employed individuals, shareholder-managers of CCPCs, professionals, and those with complex tax situations including rental income, capital gains, foreign income, and newcomer/departure returns. Available exclusively to shareholder-managers of corporate clients served under T2 engagements.
• CSRS 4200 Compilation Services Compilation engagement financial statements prepared under Canadian Standard on Related Services 4200 (replacing the former Notice to Reader). Produces balance sheet, income statement, statement of retained earnings, notes, and compilation engagement report accepted by banks, lenders, and CRA for tax filing purposes.
• Tax Planning Engagements Structured tax planning services for corporate reorganizations, Lifetime Capital Gains Exemption (LCGE) planning, post-mortem tax planning, and trust and estate structures. Each engagement delivers a written tax plan with Income Tax Act section references, providing a documented basis for implementation. Canadian domestic tax only. Starting at $15,000 + HST.
• T2 + T1 Personal Tax Package Combined engagement bundling the annual T2 corporate tax return with the T1 personal tax return for the shareholder-manager. Includes salary/dividend integration review, T4/T5 slip coordination, RRSP contribution room analysis, and CRA EFILE for both returns. Starting at $2,250 + HST. Available exclusively to shareholder-managers of corporate clients.
• T2 + T1 + CSRS 4200 Compilation Package Full-service engagement combining CSRS 4200 compilation financial statements, the T2 corporate tax return, and the T1 personal tax return for the shareholder-manager. Produces creditor-ready and lender-ready financial statements alongside integrated corporate and personal tax filings. Starting at $3,500 + HST.

Quantifiable outcome

• LCGE up to $1,250,000 of capital gains sheltered on qualifying small business corporation share sales, potentially eliminating approximately $330,000 to $335,000 in personal tax for Ontario owners in the top marginal bracket
• +1 more outcomes

Named customers10 records

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered minor.

• BookkeepersminorOthersReferral partner network category. Bookkeepers who refer clients requiring Canadian domestic tax services for T2 corporate tax, compilations, and tax planning engagements.
• LawyersminorOthersReferral partner network category. Corporate lawyers who refer clients for tax planning services including corporate reorganizations, estate planning, and succession planning.
• Financial AdvisorsminorOthersReferral partner network category. Financial advisors who refer incorporated business owner clients for integrated tax planning and compliance services.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Baker Tilly Canada: Mid-tier Canadian accounting firm serving owner-managed businesses, CCPCs, and professionals with corporate tax, compilation, and planning services. Comparable client profile to Adian's CCPC focus, but operates as a multi-office, multi-partner firm with broader capabilities.
• Deloitte Canada: Big 4 Canadian practice serving CCPCs, owner-managers, and high-net-worth individuals with personal-corporate tax integration, succession planning, and trust structures. Comparable to Adian on integrated T1/T2 and estate planning, but at a substantially larger scale and broader service menu.
• BDO Canada: Top-5 Canadian accounting firm with a strong mid-market practice serving CCPCs, owner-managers, and professional corporations. Overlaps with Adian on corporate tax, compilation, and tax planning for incorporated businesses, but offers a much wider portfolio including audit and advisory.
• KPMG Canada: Big 4 firm in Canada serving CCPCs, private businesses, and high-net-worth owner-managers with corporate tax, personal tax integration, and estate/succession planning. Overlaps with Adian on the owner-manager tax integration value proposition, though at the enterprise end of the market.
• Grant Thornton Canada: Mid-tier national accounting firm with established CCPC and owner-manager tax practice across Canada. Comparable to Adian in serving incorporated SMBs and professionals, but with deeper advisory resources and broader geographic office footprint.
• PwC Canada: Big 4 firm with a Canadian private company services practice focused on CCPCs, owner-managers, and professional corporations. Comparable to Adian in serving incorporated businesses with corporate tax and personal tax integration, though with a much larger resource base and cross-border capability.
• MNP LLP: MNP is the largest Canadian accounting firm and a major provider of T2 corporate tax, compilations, and owner-manager advisory for CCPCs and professional corporations across Canada. Comparable to Adian in target clientele (Canadian incorporated SMBs and professionals) but vastly broader in scale, geographic reach, and service breadth.

Emerging players

• Pilot: Tech-enabled accounting and tax service for small businesses and startups, combining bookkeeping with corporate tax filings. Comparable to Adian in serving incorporated SMBs needing T2 prep, but uses a software-first delivery model rather than a senior-CPA-led boutique approach.
• Bench: Tech-enabled bookkeeping and tax service for small Canadian and US businesses. Targets a similar incorporated SMB clientele as Adian but competes primarily on price and automation rather than on senior-CPA advisory depth or CCPC-specific planning.

Direct peers

• Smythe LLP: Mid-sized British Columbia-based CPA firm providing corporate tax, compilation, and advisory services to owner-managed businesses and CCPCs. Comparable to Adian in niche focus on Canadian incorporated businesses and professional corporations, though larger and more diversified geographically.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/Adiancpa
• LinkedInlinkedin.com/in/purvish
• TikToktiktok.com/@purvish_shah
• Xx.com/AdianProfession

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Adian Professional Corporation