Services

Tax planning and accounting for incorporated businesses.

Every service is built around one goal: helping your corporation pay less tax, stay compliant, and make better financial decisions. Fixed fees, no billable hours.

Tax optimizationFixed-feeYear-round advisory
Annual Package

Everything included in your annual engagement.

All of the following are bundled into one fixed annual fee, agreed upfront.

01

T2 Corporate Tax Return

Included

We prepare and file your federal and provincial T2 in accordance with your long-term tax plan, ensuring all deductions are claimed and your filing is optimized for your structure. Every schedule, election, and carryforward is handled.

Federal & Provincial T2
All schedules & elections
Loss carryforward optimization
Deadline management
CRA correspondence
02

Year-End Financial Statements

Included

Compilation-level financial statements that meet CRA requirements and satisfy the minimum standards required by most lenders and banks. Every engagement includes a full listing of adjusting entries with explanations.

Compilation financial statements
Adjusted trial balance
Year-end adjusting entries
Shareholder equity reconciliation
Lender and bank ready
03

GST / HST Return Filing

Included

We prepare and file your GST/HST returns and ensure your input tax credits are maximized and your remittances are accurate. Whether you file quarterly or annually, all correspondence with the CRA is handled.

Quarterly or annual filing
Input tax credit review
Remittance reconciliation
CRA correspondence
Cross-border HST guidance
04

Tax Planning & Optimization

Included

This is where we deliver the most value. Salary vs. dividend mix, retained earnings, shareholder loans, and long-term corporate structure — proactive planning that reduces your total tax burden year after year. Not a once-a-year conversation.

Salary vs. dividend analysis
Retained earnings strategy
Shareholder loan planning
Corporate structure review
Year-round strategic advice
05

T4 & T5 Slips

Included

T4 returns for employees and owner-managers, and T5 returns for shareholders, are prepared and filed as part of your annual engagement. Shareholder compensation is accurately reported and aligned with your overall tax plan.

T4 slip preparation & filing
T5 (investment income) slips
T4A for contractors
T5018 for construction
CRA deadline management
Monthly Add-Ons

Bookkeeping & payroll, handled for you.

Add ongoing bookkeeping and payroll to your annual package. Optional — some clients manage bookkeeping in-house and only engage us for annual compliance.

06

Bookkeeping

Monthly Add-On

We use QuickBooks Online to keep your books current on a monthly basis. Accurate, real-time books are the foundation of good tax planning — and they make your year-end dramatically faster and less expensive.

QuickBooks Online management
Monthly bank reconciliation
Revenue & expense categorization
Accounts payable/receivable
Monthly management reports
07

Payroll Processing

Monthly Add-On

We process payroll, calculate CRA remittances, and handle all source deductions. T4s are filed on time and ROEs issued correctly. Payroll errors are expensive — we handle it right.

Payroll processing & net pay
CRA remittance calculations
T4 preparation & filing
Record of Employment (ROE)
Direct deposit setup
Additional Services

More ways we can help.

Personal Tax Returns (T1)

Personal income tax for business owners, prepared alongside your corporate return for an optimized overall tax position.

Holding Company Services

Financial statements and T2 for your HoldCo, prepared alongside your operating company at a reduced add-on fee.

CRA Audit Representation

We represent you before the CRA, providing the right information to ensure fair treatment and minimize penalties.

Catch-Up Bookkeeping & Tax

Several years behind? We bring your books and tax obligations current and communicate with the CRA on your behalf.

PST Return Filing

Provincial Sales Tax returns for clients across Canada (excluding Quebec).

Business Planning & Forecasting

Formal financial forecasts for start-ups and budgeting tools for growing businesses.

SR&ED Coordination

We identify eligible activities and coordinate with SR&ED specialists to maximize your credit claim.

Investment Holding Bookkeeping

Entities holding marketable investments have unique tax implications. We have the tools and experience to handle them correctly.

Cash Flow & Variance Analysis

For growing companies where cash flow is a critical constraint, we provide analysis and reporting to reduce uncertainty.

Our services do not include complex specialty work such as amalgamations, corporate reorganizations, GST rebate applications, or trust returns. We will refer you to a qualified specialist where required.

FAQs

Common questions about our services.

Ready to get started?

Book a free 15-minute call. We will scope your engagement and send a fixed-fee proposal within one business day.