Services Designed to

At MFI, we offer more than just tax services—we provide clarity, confidence, and a long-term strategy. Whether it’s navigating complex tax laws, representing you through CRA audits, or building a forward-thinking financial plan, our services are tailored to help you keep more of what you earn and plan wisely for the future.

Proven Financial Services Expertise

Protect, Grow & Maximize

Your Wealth

Our Services

Designed to

Proven Financial Services Expertise

Protect, Grow & Maximize

Your Wealth

Proven Financial expertise

Our Services

WE GO BEYOND BASIC TAX FILING

Tax Preparation

Welcome to Mobility Financial Inc. (MFI) – a unique tax preparation, financial and small business consulting services business. For us It’s Not Just About Taxes. Our focus is on accurate, thorough tax preparation from the four cornerstones of Real Wealth Management: Accumulation, Growth, Preservation and Transition. Using these strategies to ensure you pay the least amount of tax you are legally obligated to, by maximizing credits and deductions available under Canadian tax law.

We think of ourselves as your pathfinders through Canada’s tax system.

Canada’s tax system is self-assessing, meaning it’s up to taxpayers to ensure the Canada Revenue Agency (CRA) receives accurate filings. The system is complex, and unless you know how to navigate it, chances are you’ve missed opportunities or made errors that can cost you – sometimes significantly.

Taxes are one of the biggest financial obligations we face, second only to buying a home. And even after death, taxes remain part of our financial story. At MFI, we provide the foundation to support your financial health today and into the future. We offer the depth of advice and services you would expect from a large accounting firm, at a price closer to your local tax franchise.

FILE YOUR TAXES WITH US

WHY CHOOSE US

We’ve Been in Your Shoes Before

Count On Us

You can count on receiving the same level of care and service from us that we expect for ourselves.

The Benefits of Tax Preparation with MFI

Personalized review of your financial situation

Strategic use of tax credits and deductions

Self-employed and small business tax expertise

CRA compliance and documentation support

Tax planning that looks beyond this year

Transparent, professional service at a fair price

Our Certifications

What Sets Us Apart From Others

★★★★★

TESTIMONIALS

GET STARTED

Let’s Talk

If you’re in need of tax preparation, CRA audit support or financial planning,
send us a message or give us a call now.

SEND US A MESSAGE

403 457 4930

WE REPRESENT & PROTECT YOUR INTERESTS

Audit Consultancy

Canada’s tax system is based on self-assessment. This means that at any time, the Canada Revenue Agency (CRA) may request verification of your income, expenses, or tax credits. These requests can be stressful and confusing, especially when you’re unsure which documents are required or how to respond.

At MFI, we speak the CRA’s language. We act on your behalf — preparing the required documents, filing responses, and communicating directly with the CRA so you don’t have to. Our goal is to protect you, minimize disruption, and ensure your filings are properly supported.

LET US HANDLE THE CRA

WHY CHOOSE US

With MFI on your side, you’ll never face the CRA alone

Who is this for?

This service is designed for individuals who receive review or verification requests from the CRA, as well as small businesses and corporations flagged for CRA program reviews. It also supports families dealing with complex tax filings or facing CRA reassessments.

What to do if the CRA calls me?

The CRA can be intimidating, but with MFI, you don’t have to face them alone. We represent you directly so you can rest easy.

The Benefits of CRA Representation with MFI

Reduce stress and uncertainty

Let us handle CRA communication.

Avoid Mistakes

Avoid costly mistakes or missed deadlines.

Professionally Drafted Paper Work

Ensure proper documentation and support for your claims.

Improved Outcomes

Increased chances of positive results with experienced tax professionals guiding the process.

CRA Review Programs We Support

We assist clients in every type of CRA review, including:

Pre-assessment review

Conducted before your Notice of Assessment is issued.

Processing review

Completed after your return has been assessed.

Request Verification Program

Ensure taxpayer-requested adjustments are supported.

Refund Examination Program

Verifies refunds under the income Tax Act.

Supplementary Examination Program

In-depth review of income, losses, or deductions.

Matching Program

Compares your filing to third-party data (e.g., employer or bank).

Special Assessments Program

CRA reviews for potential non-compliance trends.

The above are regular checks done by CRA involving millions of taxpayers returns every year. They are not actual audits but are an integral part of tax compliance.

About CRA Audits

Actual audits are much more in depth and invasive. During an audit, the CRA closely examines the books and records of a taxpayer to confirm whether they are fulfilling their tax obligations, following tax laws correctly, and receiving the benefits and refunds to which they are entitled. These can be done on personal, small business, corporate, partnership files.

Here are some, but not all the ways a return is chosen for audit:

The information on your return does not match the information received from third-party sources, such as T4 slips.

The types of deductions or credits you claimed.

History of income ratio to expenses.

Your compliance history.

Random selection.

Research for projects/programs/tax law changes that CRA is looking at in relation to your industry of type of claim

Indications from another taxpayer, business being audited.

Algorithms in CRA software program.

Anonymous reports.

Industry averages.

GET STARTED

Let’s Talk

If you’re in need of tax preparation, CRA audit support or financial planning,
send us a message or give us a call now.

SEND US A MESSAGE

403 457 4930

Financial Planning

MORE THAN JUST NUMBERS

At MFI, we view financial planning through the lens of Real Wealth Management. It’s not about chasing products or short-term fixes but rather about creating a holistic strategy that aligns your money with your life, your goals, and your legacy. Our role is to help you maximize and protect real wealth by integrating tax efficiency, cash flow, retirement, and estate planning into one clear roadmap – giving you confidence and control at every stage of your financial journey.

We know that taxes and financial planning are inseparable. Too often, tax preparers ignore financial planning, and financial planners don’t fully understand taxes. We bring both worlds together, giving clients one-stop advice that looks at the full picture. You’ll get the same level of expertise you’d expect from a large firm but with the personal care of a trusted local advisor.

START PLANNING NOW

WHY CHOOSE US

Who is this for?

This service is ideal for individuals seeking to reduce taxes and maximize savings, as well as families planning for retirement, education, or estate transitions. It also supports small business owners managing both personal and corporate finances, and executors handling estates or inheritances.

The Benefits of Financial Planning with MFI

Tax-Efficient Strategies

We ensure your financial plan integrates with your tax picture, so you keep more of what you earn.

Goal Based Advice

Whether it’s retirement, investments, or passing wealth to the next generation, we tailor strategies to your objectives.

Independent Guidance

We don’t push financial products — we focus on advice that benefits you.

Holistic Support

From corporate planning to personal estate needs, we bring together tax, financial, and business expertise under one roof.

Tailored Plan

We design the plan with and for you – not the other way around.

Financial Planning Services

What We Deliver

Retirement planning (RRSP, TFSA, pension strategies)

Cash flow and debt management

Corporate and small business planning

Estate and succession planning

CRA-aligned tax optimization strategies

403 457 4930

TESTIMONIALS

★★★★★

“Diane Colton at Mobility Financial Inc. has been an absolute asset to our business. Her expertise in corporate tax has saved us countless hours and ensured we remain compliant and optimized year after year. Diane combines professionalism with a personal touch, making complex financial matters easy to understand. It’s clear why she’s recognized with distinctions like the King Charles III Coronation Medal—she goes above and beyond for her clients. I wouldn’t hesitate to recommend Diane and her team to any business owner looking for knowledgeable and trustworthy financial guidance.”

JT ThompsonTranspera Technologies Inc.

“I have known Diane for 16 years and over that time she has helped with my organization of 700 workers immensely and personally with my taxes. From sage advice for filing to helping 118 of our members out of a tax nightmare brought upon them in a complex tax issue, she has always been professional and expedient. I highly recommend her and the knowledge she brings, to anyone who needs a trusted partner navigating the CRA rules, regulations and pitfalls.”

Rob CalverBuilding Trades of Alberta 2009

“Diane has been doing my Personal Tax Return for years, and I have never had any problems, errors or omissions. Diane’s pleasant and vibrant personality along with her Tax Knowledge in doing my yearly taxes gives me peace of mind. Diane’s clientele are fortunate to have such a dedicated tax specialist . Be sure to contact Diane for all your Income Tax Returns.”

Bruce Dunlop

“We want to acknowledge the expertise, support, and professionalism of our Mobility Tax representative. We have worked with Diane for over ten years, and she continues to expand her knowledge and stay ahead of industry changes. Her guidance has helped our small business flourish, and she consistently keeps our paperwork accurate and up to date. While we focus on running the business, she ensures we meet all government requirements and remain fully compliant.

We highly recommend Diane and Mobility Tax for any small, medium, or large business. She is truly a financial guru who delivers five-star, white-glove service.”

Daniel ParrillaCapture TV

“I have relied on Diane for over 15 years. She has consistently delivered valuable advice and recommendations on investments through volatile market shifts and has also provided tax services and guidance for my evolving business goals. Her attention to detail, knowledge and professionalism is unmatched. She strives to provide quick, efficient and effective solutions for any challenge/situation/problem. Her extensive experience allows her to confidently maneuver difficult situations with professionalism and integrity. Her commitment to a client’s success and her ability to adapt to changing financial needs over time have resulted in a mutually beneficial collaboration. As a long-term, loyal and trusting client I would highly recommend her.”

Glenn MurphySympatico

“I’ve trusted Mobility and specifically Diane with my taxes for years, and she’s incredible. She’s diligent, thorough, and somehow manages to keep everything on track. Although I don’t recommend this as a good tax prep practice, when I’m the one getting things to her at the last minute, she takes it all in stride with total professionalism. She’s prompt, reliable, and has incredible integrity. I would highly recommend Mobility to anyone looking for true pros who really care.”

Anita Baldwinson

I have been with Diane since 2005. She has not only completed yearly taxes and two estate filings; she has also provided sound expert financial advice. Last year I faced a very complicated tax situation and she went over and above to ensure the best outcome possible. She has the value of offering the best service as her overreaching goal for her clients. She remains current of tax rules. She has excellent communication, high attention to detail, excellent analytical skills, strong ethical standards and is very responsive to requests that arise throughout the year. I am grateful that she is the financial specialist supporting my financial goals and financial health.

Raine

Send Us a Message

Your Name

This field is required.

Phone Number

This field is required.

Company Name

This field is required.

Message