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.
Everything included in your annual engagement.
All of the following are bundled into one fixed annual fee, agreed upfront.
T2 Corporate Tax Return
IncludedWe 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.
Year-End Financial Statements
IncludedCompilation-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.
GST / HST Return Filing
IncludedWe 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.
Tax Planning & Optimization
IncludedThis 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.
T4 & T5 Slips
IncludedT4 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.
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.
Bookkeeping
Monthly Add-OnWe 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.
Payroll Processing
Monthly Add-OnWe 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.
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.
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.