Services
Tax leads. Accounting supports.
01 — Core
Business & Corporate Tax
We prepare corporate returns, calculate taxes and instalments, coordinate supporting schedules and help business owners understand what the filing means for the company and for them personally.
Included
- T2 corporate tax returns
- Partnership returns where appropriate
- Tax-basis year-end schedules
- Capital cost allowance
- Corporate tax calculations & instalments
- Prior-year returns & adjustments
- Tax-account reconciliation
- Routine corporate elections
- Corporate investment-income reporting
- Professional-corporation & holding-company returns
02 — Core
Personal Tax for Business Owners
We prepare the owner's personal return as part of the same relationship, allowing corporate compensation, investment income and personal tax to be considered together.
Included
- T1 returns for business owners
- Spouse or household returns where appropriate
- Salary and dividend income
- Shareholder benefits
- Capital gains & investment income
- Rental income
- Personal instalments
- Prior-year adjustments
We prepare personal returns for business owners and their households. If yours is a single T4 and nothing else, a retail preparer will serve you better.
03 — Core
Tax Planning & Advice
Get advice while there is still time to change the outcome. We help business owners evaluate compensation, distributions, investments and major decisions before the return is due.
Included
- Salary-versus-dividend planning
- T5 slips, dividend declarations & directors' resolutions
- Shareholder-loan advice
- Quarterly or periodic tax estimates
- Deductible-expense advice
- Capital-purchase & CCA planning
- Incorporation & holding-company analysis
- Personal-services-business (PSB) risk review
- GST/HST quick-method election analysis
- Compensation & benefit planning
- Business-structure tax analysis
- Basic succession planning
- Tax modelling for significant decisions
Complex reorganizations and legal implementation are referred to, or completed jointly with, independent specialists.
04 — Core
CRA Support
Routine CRA matters handled on your behalf — so a brown envelope never sits unopened.
Included
- CRA account authorization
- Notice-of-assessment review
- Routine requests for information
- Matching & verification reviews
- Reassessment support
- Account corrections
- Payment & instalment questions
- Ordinary CRA correspondence
Accepted selectively or referred
Active major audits · formal objections · voluntary disclosures · collections and distressed cases · Tax Court matters
05 — Core
GST/HST & Payroll Tax
The recurring filings that keep a corporation in good standing — filed on time and reconciled to the accounts. We can run payroll end to end, or work alongside the payroll provider you already use.
Included
- GST/HST returns
- Registration analysis
- Input-tax-credit reconciliations
- Payroll remittances
- Full payroll runs & direct deposit
- ROEs & new-hire paperwork
- T4 & T4A preparation
- Taxable benefits
- Payroll-account reconciliations
- Workers' comp (WSIB/CNESST) & EHT coordination
- Contractor-vs-employee analysis
Workers'-compensation premiums (WSIB in Ontario, CNESST in Quebec, the equivalent board in your province) and provincial payroll levies such as Ontario's EHT are kept on the same calendar as your CRA remittances. Which of those we prepare and which we coordinate varies by province — we confirm exactly which accounts we handle at the estimate.
06 — Full service
Bookkeeping & Financial Reporting
Need us to manage the underlying records as well? We can maintain or clean up your books so the tax work is based on reliable, up-to-date information.
Included
- Monthly bookkeeping
- Bank & credit-card reconciliations
- Bookkeeping cleanup
- Chart-of-accounts design
- Monthly close
- Management statements
- Payroll runs, direct deposit & ROEs
- AP & AR support
- System setup & migration
Already have a bookkeeper or accounting system? We work with your existing records and recommend changes only where they improve the quality or efficiency of the service.
07 — Selective
Reporting, Budgets & CFO Support
When your bank, your bonding agent or a large customer asks for numbers, you need statements that hold up — and you need them quickly. This is the work behind those requests: a budget you can run the year against, profit by job, truck or location, and reporting that arrives on a schedule instead of in a scramble. No full-time finance hire required.
Included
- Lender & bonding statements
- Budgets & cash-flow forecasts
- Profitability by job, truck or location
- KPI reporting
- Multi-entity reporting
- Process improvement & controls
- Audit-readiness support
Some lender and bonding packages call for statements from an independent CPA firm — a review or audit engagement. We are not a CPA firm, so where that is required we prepare the underlying reporting and work alongside the firm that signs it.
Service boundaries
Clear about what we do — and what we refer.
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Core
- Corporate & owner tax returns
- Year-round owner-manager planning
- Routine CRA correspondence
- GST/HST & payroll tax
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Available or selective
- Bookkeeping & full payroll
- Management reporting
- Budgets & CFO support
- Active CRA disputes — case by case
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Referred
- Audits & review engagements
- Cross-border & international tax
- Complex reorganizations & estate freezes
- Legal implementation — to counsel