786 venture CPA

786 Venture CPA is a boutique CPA firm in Calgary, Alberta, led by founder and CEO Sayem Hasan, CPA, CEPA. The firm is licensed by CPA Alberta and serves small businesses, startups, physicians, and content creators across Canada and the United States. They offer AI-guided bookkeeping, tax returns, compilation engagements, and buy/sell advisory services with a focus on transparent, fixed pricing.

The firm offers a variety of services including T1 personal tax returns starting from $200, T2 corporate tax, T5013 partnership returns, and payroll management. They also provide US corporate tax returns and cross-border tax services for Canadian companies with US operations. All engagements are managed by experienced Chartered Professional Accountants and include CRA audit support.

Clients can choose from four distinct plans designed for different industries, with monthly bookkeeping packages published on their pricing page. Fees are charged on the first of each month in advance, and a detailed quotation is confirmed in writing before any work begins. The firm also offers a 50% discount on the first three months when clients sign up for a yearly engagement.

The firm operates out of a single office located at #115, 1925 18th Ave NE, Calgary, AB T2E 7T8, and works remotely with clients via Zoom, phone, and email. They serve clients in every Canadian province and territory except Saskatchewan, as well as in the United States for US corporate tax and bookkeeping. Their team communicates in English, Filipino, Hindi, Urdu, Bangla, Vietnamese, and Nepali.

To get started, clients can pick a plan online and sign up, or call the main line at (844) 786-8272. The firm also provides a free 20-minute consultation to discuss needs before committing. Clients can also email the firm, and the team will get back to them to arrange an onboarding call.

The firm has a minimum commitment of one fiscal year, though monthly subscriptions can be cancelled with a 30-day notice. They do not require long-term contracts beyond this initial period, allowing flexibility for business owners. This structure ensures clients can witness the firm's performance while maintaining control over their engagement.

As of November 2026, the firm holds a 5.0 rating on Google based on 34 client reviews. They have reported zero CRA penalties in the last seven years and have served over 500 clients across Canada. The firm also boasts over $18.2 million in tax savings generated for its clients through strategic planning.

The firm specializes in tailored packages for specific sectors such as physicians, assisted living homes, and social media influencers. They also handle construction and trades, e-commerce, and real estate businesses. These specialized one-stop packages are designed to meet the unique financial needs of these diverse industries.

Clients often seek help when their books are behind, when a corporate return needs filing, or when planning a sale or succession. The firm quotes a fixed fee for these situations and confirms it in writing before starting. This approach helps clients understand costs upfront without surprises.

The firm uses AI-guided bookkeeping backed by their CPA and CFO team to ensure accurate and audit-ready financial records. If clients already use QuickBooks or Xero, the firm can integrate with those platforms. They assess the client's current software during the intake form process.

The firm's team includes a Certified Exit Planning Advisor (CEPA) and operates under the leadership of Sayem Hasan. Every engagement is personally led by a Chartered Professional Accountant licensed by CPA Alberta. This structure ensures deep expertise and direct oversight for each client's financial management.

The firm's hours of operation are Monday to Friday from 9 AM to 5 PM Mountain Time. They provide services remotely and do not require in-person visits for most tasks. This flexibility allows them to serve clients across different time zones and locations efficiently.

The firm's website highlights a history of innovation and trust, positioning themselves as strategic financial partners rather than just number crunchers. They emphasize a forward-thinking approach that blends AI-driven technology with deep industry expertise. This philosophy is central to their service delivery and client relationships.

The firm has a dedicated team that handles incorporation, proactive tax planning, and help with buying or selling a business. They also assist with GST/HST filings and compilation engagement financial statements. These comprehensive services cover the full spectrum of financial management needs for small businesses.

The firm's contact information includes a main phone number at (844) 786-8272 and a direct line at (587) 715-1200. They also provide a fax number at (403) 457-4700 for document submissions. Clients can reach the firm via these channels for inquiries and support.