Tax Right

What Tax Right does

Tax Right is a privately held, partnership-structured tax, accounting, and business-registration firm operating under the legal entity Ocampo and Villarreal Accounting Services LTD. The firm is headquartered at 3425 Harvester Rd., Suite 205 in Burlington, Ontario, serving small and medium businesses, individuals (including self-employed and non-resident filers), corporations, and property owners across Oakville and the broader Greater Toronto Area. Its primary offerings are personal and corporate tax preparation and filing (T1/T2), ongoing bookkeeping and financial-statement preparation, payroll setup and processing, GST/HST compliance, WSIB registration, business incorporation at provincial and federal levels, and audit representation with the CRA, WSIB, and the Ministry of Revenue. The firm also offers bilingual (English/Spanish) service delivery. Revenue is generated entirely through fee-based professional service engagements sold via direct consultation across phone, email, website contact forms, and walk-in visits to the Burlington office; pricing is not publicly disclosed and is described as dependent on the complexity and scope of each engagement.

The firm does not operate a proprietary technology platform. Client engagements rely on QuickBooks Accounting Software for bookkeeping where business complexity justifies it, and tax filings are supported by E-File processing with stated refund turnarounds of five to ten business days. There is no mobile app, no public API, no disclosed third-party SaaS integrations, and no AI or automation features in the product mix. Customer acquisition is driven by a static company website supplemented by blog content for top-of-funnel education, alongside referral and word-of-mouth activity within the local Oakville/Burlington business community; no paid digital marketing, social media advertising, or outbound sales motion is evidenced.

Founded circa 2011 as a partnership office alongside Ocampo's Accounting Services, Tax Right operates with a small, multi-disciplinary team citing over 25 years of combined experience in accounting, taxation, business registration, incorporation, and payroll management. Ownership is a collaboration between Ocampo and Villarreal, with no external investors, no funding rounds, no subsidiaries, no M&A activity, and no disclosed parent organization. The competitive positioning emphasizes personalized, partner-level attention regardless of client size, hands-on audit representation, and bilingual service capability — a service-density rather than scale-density model.

Name

Tax Right

Legal name

Ocampo and Villarreal Accounting Services LTD

Website

https://taxright.ca

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Tax Right is a Burlington, Ontario-based partnership accounting firm providing tax preparation, bookkeeping, payroll, business incorporation, and audit-representation services to small businesses, individuals, and corporations across the Greater Toronto Area, with bilingual English/Spanish service delivery and no proprietary technology platform.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

akta.pro primary industry

Tax Return Filing, Processing & Assessment (BPAIADAC)

akta.pro secondary industry

Indirect Tax (VAT/GST/Sales & Use) Services (BPAHABAJ)

Keywords

• Tax preparation services
• Accounting and bookkeeping
• Business incorporation services
• Payroll and GST filing
• Audit representation services

Headquarters

HQ city

Burlington

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Taxation: Fee-based tax preparation and filing services for individuals, corporations, and small businesses. Services include personal tax returns (T1), corporate tax returns (T2), and non-resident tax returns. Revenue generated through service fees for tax preparation, filing, and advisory.
2. Accounting and Bookkeeping Services: Ongoing bookkeeping and accounting services provided throughout the year, including financial statement preparation, bank reconciliation, trial balance, payroll setup and processing, GST/HST preparation and filing. Services offered both onsite and offsite.
3. Business Registration and Incorporation Services: Business formation services including small business registration, general partnership registration, provincial and federal corporation registration, and business incorporation. Includes GST/HST registration, WSIB registration, payroll setup, and accounting setup.
4. Audit Representation Services: Representation services for CRA audits, WSIB matters, and Ministry of Revenue issues. Includes handling objections and appeals. Also provides pre-bankruptcy and post-bankruptcy income tax advice.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Tax Right provides professional tax preparation, accounting, and bookkeeping services to small and medium-sized businesses and individuals across Ontario. The firm prepares personal (T1), corporate (T2), self-employed, and non-resident tax returns, delivers year-round bookkeeping with financial statement preparation, payroll setup, and GST/HST filing, and offers business formation services including federal/provincial incorporation, partnership registration, and representation in CRA, WSIB, and Ministry of Revenue audits.

Product overview

Tax Right is an accounting services partnership firm offering a unified suite of three integrated service offerings: Taxation Services (personal, corporate, and business tax preparation and filing), Accounting and Bookkeeping Services (financial statements, payroll processing, and QuickBooks-supported record-keeping), and Business Registration and Incorporation Services (company formation, government registrations, and audit representation). The firm does not operate a software platform but provides these professional services directly to small and medium businesses and individuals in Ontario and across Canada.

Differentiator

Problem solved

Functional benefit

Products and services

• Taxation Services Tax preparation and filing services for individuals and businesses, including personal tax returns (T1), corporate tax returns (T2), self-employed tax returns, and non-resident tax returns. Includes pre-bankruptcy and post-bankruptcy income tax advice and E-File capability that processes refunds within 5-10 business days.
• Accounting and Bookkeeping Services
• Business Registration and Incorporation Services

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Ocampo's Accounting ServicescoreStrategic or Co-development PartnerOcampo and Villarreal Accounting Services - Tax Right operates as a partnership office with Ocampo's Accounting Services. This partnership has been providing accounting, bookkeeping, taxation and business advisory services for individuals and businesses across Canada for over 13 years. The collaboration combines expertise to offer comprehensive services.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• Xero: Xero is a leading cloud-based accounting platform widely used by Canadian small businesses. While Xero enables clients to do their own bookkeeping, it competes with Tax Right's recurring bookkeeping service line and is also a tool many Canadian accountants adopt.
• FreshBooks: FreshBooks is a Canadian-founded cloud accounting and bookkeeping platform targeting freelancers and small businesses. It competes with Tax Right's bookkeeping service line by enabling SMBs to self-serve ongoing financial record-keeping.
• Wealthsimple Tax: Wealthsimple Tax (formerly SimpleTax) is a Canadian digital tax filing platform offering free DIY tax returns. It competes for the same individual taxpayer clients Tax Right serves and represents the broader shift toward do-it-yourself tax software.

Broad incumbents

• Intuit TurboTax Canada: Intuit TurboTax is a leading DIY tax preparation software used widely in Canada for personal and small business tax filing. It represents the technological alternative to professional services like Tax Right and pressures fees across the segment.
• KPMG Canada: KPMG Canada is a Big Four professional services firm offering tax, accounting, and audit services to SMBs and larger enterprises. While it serves bigger clients, KPMG also targets small business tax and accounting work in the GTA where Tax Right operates.
• Liberty Tax Service: Liberty Tax is a North American tax preparation franchise chain offering personal and small business tax filing. It competes head-to-head with Tax Right for the same SMB and individual tax preparation customer base in the Canadian market.
• BDO Canada: BDO Canada is one of Canada's largest accounting and tax advisory firms serving SMBs and mid-market companies with full-service tax, accounting, and audit offerings. It competes with Tax Right in the GTA SMB accounting and tax market but at a much larger scale.
• MNP LLP: MNP LLP is one of Canada's largest domestically owned accounting and business advisory firms with strong presence in Ontario. It provides tax, accounting, and advisory services overlapping directly with Tax Right's SMB-focused offering.
• H&R Block Canada: H&R Block Canada is a national retail tax preparation chain serving individuals and small businesses across Canada. It directly competes with Tax Right in the personal and SMB tax filing market with a much larger branch footprint and brand recognition.

Regional players

• Crowe MacKay LLP: Crowe MacKay LLP is a mid-sized Canadian accounting and advisory firm serving SMBs in Western Canada with growing Ontario presence. It offers integrated tax, accounting, and advisory services comparable to Tax Right's bundle but at a larger regional scale.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

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 Tax Right