US & Canada · Bookkeeping · Tax · Advisory
Trust Planet Accounting Solutions
TrustTrust PlanetPlanetAccounting Solutions

Your Trusted Partner in Accounting & Tax Success

Smart Accounting.
Strategic Tax Planning.
Real Results.

Trusted by 70+ businesses in the US & Canada
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Introduction

More Than Accountants. Trusted Partners in Your Financial Success.

Trust isn't just part of our name — it's the foundation of everything we do. We understand the significance of the responsibility our clients place in us, and we are committed to earning and protecting that trust through integrity, accuracy, transparency, and exceptional service in every engagement.

Trust Planet Accounting Solutions is a team of Certified Public Accountants (CPAs), Chartered Accountants (CAs), and experienced Business Advisors dedicated to helping businesses across the United States and Canada achieve long term financial success.

We provide end to end accounting, tax, and business advisory solutions — from business incorporation and restructuring to bookkeeping, payroll, tax planning, tax compliance, financial reporting, and strategic advisory — all under one roof.

However, we believe accounting is about far more than maintaining books or filing tax returns. Our mission is to help business owners save taxes legally, improve profitability, make informed financial decisions, and build stronger, more successful businesses. By combining deep technical expertise with proactive advice, we transform financial data into meaningful insights that drive sustainable growth.

Today, more than 70 businesses across the United States and Canada trust Trust Planet Accounting Solutions as their accounting and tax partner. Our clients choose us because we combine the technical expertise of a large accounting firm with the personalized attention, industry knowledge, responsiveness, and genuine commitment of a trusted advisor.

Services

Everything You Need. Nothing You Don't.

Monthly / Quarterly Bookkeeping

Accurate records, full reconciliation, always audit ready.

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Federal / Income Tax

Full compliance and filing, maximizing savings.

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Sales Tax & GST / HST / PST

Calculations, filings, and remittances, both sides of the border.

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Payroll & Year End Reporting

On time payroll and year end filing (T4s, W2s, 1099s).

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Book Cleanup for Backlogs

Months or years of messy data, cleaned up fast.

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Virtual CFO & Strategic Advisory

Expert insight on cost, profit, and forecasting.

Read more →
For CPA & Accounting Firms

B2B Outsourcing / White Label Accounting

Your silent, professional backend team — bookkeeping, tax prep, and compliance, delivered under your brand. CPA reviewed and confidential.

For Business Owners

Built for Business Owners Who Want More

  • Confidence in your numbers
  • Lower tax bills
  • Guidance you can understand and trust
  • A team that actually responds
  • Premium, professional service — guaranteed

📍 Serving businesses in Canada & the U.S.

SecuredCPA ledCRA/IRS Ready
Did You Know

Scratch to Reveal

Small business owners spend more than 41 hours a year on tax preparation alone.
— SCORE (Small Business Mentoring Alliance)

Scratch the gold surface to reveal the stat — then let us take that time off your hands.

FAQ

Questions business owners ask us

Do you work with businesses outside the US?

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Yes, we serve businesses across both the United States and Canada, handling US federal/state filings as well as Canadian GST/HST/PST and CRA compliance.

How fast can you clean up messy or backlogged books?

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Most cleanup engagements, even a full year or more of disorganized books, are assessed within days and fully caught up within 2 to 4 weeks, depending on volume and how disorganized the records are.

Is my financial data secure?

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Yes. We use secured, encrypted platforms for all document sharing and bookkeeping software, and every engagement is confidential and CPA reviewed.

What if I already have an accountant or bookkeeper?

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That's fine. Many clients come to us for a second opinion, a cleanup, or to take over specific parts of their accounting (like tax planning or payroll) without a full switch.

Do you offer flat fee pricing?

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Yes, we believe in transparent, flat fee pricing with no hidden charges. Use the estimator on our Pricing page for a ballpark range, or request a custom quote for an exact number.

Try Us Risk Free

Earned, not asked for.

We believe in earning your trust, not asking for it. That's why we offer:

1 Month of Complimentary ServiceFor qualified new clients
Free Audit of Your Last 3 Months of BooksNo strings attached

No pressure, no obligation. Just clarity.

Our Services

Comprehensive accounting,
tailored to you

Select any service below to learn exactly what we do, how we do it, and what impact it can have for your business.

All Services

Everything You Need. Nothing You Don't.

Bookkeeping

Reliable, Reconciled, Ready for Anything. Cloud based, CPA led monthly or quarterly records.

Full details →

Federal / Income Tax

One Partner. Two Countries. Zero Surprises. Corporate & personal tax in both Canada and the US.

Full details →

Sales Tax & GST / HST / PST Filing

Provincial or State, We've Got You Covered. From registration to remittance across all regions.

Full details →

IRS / CRA Notices Handling

Notices Don't Have to Be Scary — We've Got Your Back. Direct representation with tax authorities.

Full details →

Payroll & Year End Reporting

Timely, Compliant, and Stress Free Payroll. T4s, W2s, 1099s and full payroll management.

Full details →

Cash Flow Reports & Budgeting

Know Your Numbers. Control Your Cash. Clear, actionable statements and budgets.

Full details →

Book Cleanup for Backlogs

From Messy to Mastered — Fast. Clean up months or years of disorganized records.

Full details →

Tax Planning & Forecasting

Plan Smart. Save Big. Stay Ahead. Year round consultation and future tax forecasting.

Full details →

Virtual CFO & Strategic Advisory

Your On Call Financial Strategist. Part time CFO for growth decisions and profitability.

Full details →

Business Formation & Entity Structuring

The Right Foundation From Day One. LLC, partnership, and corporation setup built around your goals.

Full details →
Bookkeeping, tax planning, and financial analysis services
White Label Accounting for CPA Firms

Scale Without the Overhead.
Serve More Clients. Stay in Control.

Your silent, professional backend team — CPA reviewed, deadline driven, and always confidential.

Outsourced accounting team at work
What We Do

Discreet, professional, under your brand

White label bookkeeping, tax, payroll, and cleanup for CPA firms across Canada and the U.S. — you keep the client relationship; we handle the work behind the scenes.

Accounting systems and reporting dashboard
How We Do It

Senior team. Your systems.

We adapt to your platform (QBO, Xero, CaseWare, TaxCycle, Drake) and your workflow, full time, part time, or by project.

  • Monthly / Quarterly Bookkeeping
  • Corporate & Personal Tax Prep (T1, T2, 1040, 1120, etc.)
  • Payroll, T4s, 1099s, W2s
  • Sales Tax Returns (GST/HST, PST, State level)
  • CFO level Advisory (on demand)
How It Helps Your Firm

Grow your practice, not your headcount

  • Expand capacity without hiring
  • Eliminate tax season burnout
  • Fast turnaround, consistent quality
  • Lower costs, higher margins
Examples of Impact

Real results for real firms

A NY based CPA firm scaled from 40 to 75 clients in 18 months using our backend support — without hiring a single new full time employee.
Why CPAs Trust Us
Trust Planet is not just a vendor — they're our extended team.— Managing Partner, CPA Firm (Vancouver)
Our margin per client went up 22% once we offloaded bookkeeping and payroll.— Partner, Small Practice (New Jersey)
Try Us Risk Free

Let's Scale Together.

1 Month of Complimentary Service, plus a Free Audit of Your Last 3 Months of Books. No pressure, no obligation.

Hospitality Accounting Solutions

Built for Restaurants.
Trusted by Hospitality Leaders.

Tailored bookkeeping, payroll, tax filing, and financial advisory for restaurants, cafes, hotels, motels, franchises, and catering companies.

Hospitality accounting team at work
What We Do

Specialists in hospitality finance

Tailored bookkeeping, payroll, tax filing, and cash flow management for restaurants, cafes, hotels, and catering companies — built to handle the industry's unique pressures.

Trust Planet accounting services overview
How We Do It

Integrated with your POS & vendors

Every transaction, from supplier invoices to nightly sales, captured and reconciled in real time.

  • Daily/weekly sales tracking and reconciliation
  • Tip and payroll compliance (T4s, W2s, 1099s)
  • GST/HST/PST and sales tax filings
  • Monthly COGS and net profit reporting
How It Helps

Clarity that drives your margins

  • Audit ready books, year round
  • Highlights food cost and payroll inefficiencies
  • Monthly dashboards to guide staffing and inventory
POS and restaurant systems illustration
TRUST PLANET
HOSPITALITY SERVICES
Examples of Impact

Numbers that speak for themselves

A local restaurant group reduced food waste and improved GP by 8% with weekly margin analysis from Trust Planet.
A catering company saved over $14,000 by restructuring payroll and claiming missed credits.
From Our Insights

Read the full article

1 Jul 2025
Fix Your Restaurant's Accounting Headaches with These 8 Smart Solutions
From tip reporting to delivery commissions — the 8 accounting areas that quietly cost restaurants the most.
Read article →
Try Us Risk Free

We believe in earning your trust, not asking for it.

1 Month of Complimentary Service, plus a Free Audit of Your Last 3 Months of Books.

Our Story

Built on Trust.
Driven by Purpose.

Behind every number, there's a story. And ours began with a bold decision and a bigger heart.

Every business has a story. Ours began with a simple belief: accounting should do more than record numbers—it should help businesses succeed.

After nearly a decade of leading accounting and tax engagements, our founder Madhuri Kothari Shah, CPA, saw a growing gap in the industry. While accounting was becoming more technology driven, many businesses were missing the personal guidance, proactive planning, and strategic insights they truly needed.

She saw business owners struggling with disorganized books, unexpected tax challenges, and financial decisions made without the right guidance. Too often, she heard:

"I only hear from my accountant once a year."

"I wish someone would help me understand my numbers."

"I didn't know there was a better way to plan for taxes."

Madhuri believed businesses deserved more — a trusted advisor who could provide clarity, strategy, and support throughout their journey.

That vision led to the creation of Trust Planet Accounting Solutions.

Today, Trust Planet Accounting Solutions supports businesses across the United States and Canada with a commitment to providing proactive accounting, tax, and advisory services.

Because trust isn't just part of our name — it's the foundation of every relationship we build.

Founder

The person behind Trust Planet

Madhuri Kothari Shah

Madhuri Kothari Shah

Lead CPA, Chartered Accountant
Tap to view →
Our Journey

From day one to today

Founded Trust Planet
Welcomed our first client
Began serving clients in the US
Why We Exist

Accounting is the foundation of every decision

  • Present and proactive
  • Transparent and trustworthy
  • Invested in your growth
Try Us Risk Free

Try us once — we promise, you'll feel the difference.

We believe in earning your trust, not asking for it. That's why we offer 1 Month of Complimentary Service for qualified new clients, plus a Free Audit of Your Last 3 Months of Books.

Pricing

💼 Custom Pricing
That Works for You

We believe in earning your trust, not asking for it.

1 Month of Complimentary ServiceFor qualified new clients
Free Audit of Your Last 3 Months of BooksNo strings attached

No pressure, no obligation. Just clarity!

Get a Ballpark Estimate

See What You Might Pay

Estimated Monthly Fee
$350 – $450
This is a rough estimate for planning purposes only — get an exact quote below.
Get a Custom Quote

Fill out the form and we'll get back to you within 24–48 hours.

Try Us Risk Free

Earned, not asked for.

We believe in earning your trust, not asking for it. That's why we offer:

1 Month of Complimentary ServiceFor qualified new clients
Free Audit of Your Last 3 Months of BooksNo strings attached
Book Your Free Discovery Call →

No pressure, no obligation. Just clarity!

Contact

Let's start a conversation

Reach out and our CPA led team will get back to you with clarity and a plan.

Send a Message

Get in touch

Reach Us

Offices & details

📍Canada

112 Edgewood Dr NW
T3A 2T5 Calgary
Canada

📍U.S.A

2205 Lakeview Dr.
Parlin, NJ 08859
U.S.A

🕒Opening Hours

Mon – Fri: 9am – 5pm
Saturday: 10am – 3pm
Sunday: Closed

Let's Get Started

A risk free one month trial for all new clients

At Trust Planet, we don't believe in locking you into a long term contract before proving our value.

  • Try our services for one month — no strings attached
  • Experience our CPA led team, tailored insights, and proactive support
  • Gain peace of mind with clean books, smart tax planning, and financial clarity
  • Decide with confidence after seeing the value firsthand

We invest in your success upfront — because your trust means everything to us.

What Our Clients Say About Us

Real stories.
Real results. Real trust.

The businesses we partner with don't just keep cleaner books — they grow with confidence.

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Food Cost Reduced
0+
Clients Scaled To
0 yrs
Of Books Cleaned
Client Register

On record, from owners, partners & individuals

Amy J.
Amy J.
Multi Entity Business Owner
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Kanika M.
Kanika M.
Personal Tax Client
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Yash S.
Yash S.
CPA Partner Firm
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Julianna P.
Julianna P.
Bookkeeping Cleanup Client
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Aakash S.
Aakash S.
IRS Filing Client
Tap to view →
Try Us Risk Free

Earned, not asked for.

We believe in earning your trust, not asking for it. That's why we offer:

1 Month of Complimentary ServiceFor qualified new clients
Free Audit of Your Last 3 Months of BooksNo strings attached

No pressure, no obligation. Just clarity.