Russell K. Hall and Associates, Inc.

What Russell K. Hall and Associates, Inc. does

Relax About Tax is a Vancouver-area tax preparation and advisory firm operated by Accounting Management Experts Online Incorporated (AMEOI), a privately held Canadian corporation based in Coquitlam, British Columbia. Founded in 2004, the company delivers personal and business tax return preparation, tax planning, retirement planning, GST/PST filing, and QuickBooks training services to Canadian individuals and small businesses, with a particular focus on sole proprietorships, family-run businesses, and new immigrants requiring multilingual support. Its core service delivery is online-first using a WordPress website and phone/virtual consultations, with a single physical office at #211-3030 Lincoln Ave, Coquitlam. The technology footprint is minimal — positioned primarily around QuickBooks software expertise and standard cloud-based communication tools — with no proprietary platform, mobile app, or disclosed automation beyond standard word processing and accounting software.

The business operates a direct-to-consumer, inside-sales-driven go-to-market model supplemented by a $5 Starbucks gift card referral program and introductory promotional pricing (CAD 49 for basic personal returns, CAD 199 for sole proprietorship returns, up to 25% off corporate returns). Revenue is generated primarily through unit-priced professional services engagements, with an ongoing subscription-style tax planning component. The company extends its offering into bookkeeping, accounting management, and business setup by referring clients to partner AMEOonline.ca. There is no disclosed funding, no headcount data, no public revenue, and no enterprise anchor customers — the customer base is a long-tail of individuals and small businesses. Twenty years of continuous operation indicates a sustainable but unscaled lifestyle professional services practice rather than a growth-stage business.

Name

Russell K. Hall and Associates, Inc.

Legal name

Accounting Management Experts Online Incorporated

Website

https://relaxabouttax.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

Relax About Tax is a Coquitlam, BC-based online tax preparation and advisory firm serving Canadian individuals, small businesses, and new immigrants with personal and business tax returns, tax planning, and QuickBooks training since 2004.

Ownership category

akta.pro rank

Product category

Tax Preparation Services

NAICS

Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219)

SIC

Investment Advice (6282)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Indirect Tax (VAT/GST/Sales & Use) Services (BPAHABAJ), Tax Planning & Personal Tax Optimization Tools (FSAGADAJ), Tax-Aware Investment Planning (FSAEAAAE)

Keywords

• Personal tax preparation
• Business tax filing
• Bookkeeping services
• Tax planning advisory
• Gst pst compliance

Headquarters

HQ city

Brecksville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation Services: Personal and business tax return preparation. Pricing includes Basic Personal Tax Returns starting at CAD 49 and Basic Sole Proprietorship at CAD 199 (introductory). Corporate returns offered with savings up to 25%.
2. Tax Planning and Strategy: Ongoing tax planning services including advice on Canada Tax Credits & Programs, retirement planning, and tax strategy throughout the year.
3. Accounting and Bookkeeping Services: Referrals to partner AMEOonline.ca for full accounting management, bookkeeping, and business setup services.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Relax About Tax provides tax preparation, filing, and planning services to individual taxpayers and small businesses across Canada, delivered primarily online. Core offerings include personal and business tax returns, corporate tax returns, GST/PST/levy compliance, year-end tax services, retirement planning, and tax strategy advisory. Supplementary services such as bookkeeping, full accounting management, business setup, and QuickBooks training are offered through in-house staff or partner AMEOonline.ca.

Product overview

Relax About Tax is a single-service tax preparation and accounting consultancy offering a unified portfolio of tax preparation and planning services. The core offerings include Personal Tax Returns, Business Tax Returns, and Corporate Returns, supplemented by Tax Planning and Retirement Planning advisory services. Additional services encompass Business Tax compliance (GST/PST filing), Bookkeeping, Accounting Management, Business Setup, and QuickBooks Training—all delivered through in-house staff or partner AMEonline.ca. The company operates primarily online with low overhead costs, enabling competitive pricing for basic tax packages starting at CAD49 for personal returns and CAD199 for sole proprietorship returns.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Saves customers time and money through efficient tax filing and organized bookkeeping
• +1 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• AMEOonline.ca (Accounting Management Experts Online)coreChannel Partner/ Reseller/ DistributorAMEOnline.ca serves as the accounting services partner for Relax About Tax clients who need broader accounting management, bookkeeping, and business setup services. The partnership provides seamless referrals for comprehensive financial services beyond tax preparation.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• Bench Accounting: Canadian-founded tech-enabled bookkeeping and tax service for small businesses. Comparable in targeting SMBs with bundled bookkeeping and tax filing, but at larger scale and with proprietary software rather than QuickBooks specialization.
• FreshBooks: Canadian-founded SMB accounting platform with bookkeeping and tax workflow features. Comparable customer segment (sole proprietors and small businesses) and overlap with Relax About Tax's bookkeeping and QuickBooks-adjacent services.
• Wave Accounting: Canadian SMB accounting SaaS offering bookkeeping, invoicing, and tax support. Overlaps with Relax About Tax's SMB bookkeeping and tax-prep use cases, especially for sole proprietors, but delivers via software rather than human service.

Broad incumbents

• TurboTax (Intuit): Market-leading DIY tax software with Canadian localization, including live assisted options. Competes for the same individual and self-employed filers Relax About Tax serves, but predominantly via software-led experience.
• KPMG Small Business Advisory Canada: Big-Four professional services firm with a Canadian small-business tax and accounting practice. Competes for the higher end of Relax About Tax's small-business and corporate clients with audit-grade capabilities and broader service depth.
• H&R Block Canada: Large retail tax preparation franchise operating across Canada with both DIY software and in-person assisted services. Directly competes for individual and small-business tax filers but at much larger scale and broader geographic coverage.

Direct peers

• Wealthsimple Tax: Canadian DIY tax-filing tool (formerly SimpleTax) offering free net-file returns. Directly competes with Relax About Tax for the same individual filer segment in Canada, but via a fully self-serve SaaS model rather than human-assisted preparation.
• Liberty Tax Service Canada: Franchise-based assisted tax preparation service operating in Canada. Closely comparable in service model — human-assisted personal and small-business returns — but distributed through physical offices rather than online-first delivery.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Instagraminstagram.com/relaxabouttax

Revenue estimate

Valuation estimate

Number of profiles

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 Russell K. Hall and Associates, Inc.