Services
Year-End
Financial Statements
We prepare annual Notice to Reader Financial Statements, including a balance sheet, income statement, statement of retained earnings, cash flow statement, and accompanying notes. This service includes a thorough annual review of your financial data from your online accounting software, preparation of adjusting journal entries, and access to phone and email support throughout the year. Once complete, we’ll meet with you to review the statements, ensuring you understand the results and gain valuable insights into your business performance.
Corporate Tax Returns
We prepare your T2 corporation income tax return, including the calculation of tax refunds or amounts payable, as well as any required instalment payments. This service provides a digital copy of your return, a review meeting to discuss the return and any related issues before filing, and electronic submission to the CRA. If your corporation is selected for a CRA audit, we will coordinate your response to the audit.
Personal Tax Returns
We prepare T1 Personal Income Tax Returns for employees, self-employed individuals, rental property owners, and non-registered investment holders, using documents provided by you and information retrieved from the CRA website. Our service includes assistance with summarizing eligible deductions and credits, a personalized tax review memo with planning options for the following year, a digital copy of your return, electronic filing, and CRA confirmation.
Business Incorporation
We start with a meeting to determine the ideal corporate structure and shareholdings for your new corporation, ensuring proper tax planning is in place from the start. By addressing these decisions early, we can help save you significant taxes over time. We’ll provide detailed instructions for your lawyer, coordinate directly with them, and review draft articles for tax considerations. Once your corporation is set up, we’ll follow up to discuss tax strategies, investment options, record-keeping, and compliance deadlines to support your long-term success.
Tax Planning
We provide comprehensive tax planning tailored to your needs, starting with regular annual reviews to align your strategies with evolving goals and ensure your plans remain effective. In addition to this “maintenance tax planning,” we offer specialized services for major life and business events, such as purchases, successions, sales, or disputes, as well as legacy tax planning for retirement and estate preparation. To deliver the best results, we connect clients with our network of top-tier tax specialists for complex transactions like restructuring, ensuring seamless execution and optimal outcomes.
Business Advisory
We provide customizable advisory services to support business owners and entrepreneurs through key decisions and challenges. Whether you’re buying or selling a business, maximizing its value, or transitioning from sole proprietorship to incorporation, we deliver tailored, tax-optimized solutions. Our expertise includes business evaluation, strategy development, and startup consulting, including selecting the right legal structure. Every service is designed to help you achieve your business and financial goals with practical, effective action plans.
