Services Overview

Businesses

Our business tax services help business owner’s manage their tax compliance while minimizing their tax liabilities.

Included services:

  • Tax preparation and filings for self-employed individuals (T1) and corporations (T2)

  • Tax planning including owner-manager compensation and tax deferral strategies

  • Assistance preparing and filing various tax slips (T4, T5, T4A)

  • Transactional advice - business formation, buy-sell opportunities and due diligence

Business Service Offerings

For Corporations

  • Preparation of annual financial statements

  • Preparation and filing of T2 corporate income tax return

  • Preparation and filing of HST return

  • Preparation and filing of T-slips (T4, T5, T4A)

  • Preparation and filing of shareholder T1 personal income tax return

For Sole Proprietors

  • Preparation of business revenue and expense schedules (T2125)

  • Preparation and filing of T1 personal tax return

  • Preparation and filing of HST return

Industries Served

  • Retail, e-commerce, start-ups, manufacturing, influencers, consultants, creators and many more.

  • Doctors, dentists, optometrists, chiropractors, psychotherapists, physiotherapists, lawyers, real estate agents and IT consultants.

  • We assist companies holding passive investments (i.e., real estate, equities, bonds) with their tax reporting obligations, planning and distribution strategies.

  • NPO’s and charities face complex reporting and compliance obligations. We assist these organization’s with their annual filing obligations which include the T3010 charity return, T1044 NPO information return and/or a corporate tax return as needed.

Check out our list of specialized industries.

Individuals

A personalized approach for personal taxes. We work closely with our individual tax clients to service their needs, big or small.

We can assist with reporting various sources of personal income including:

  • Employment income and expenses

  • Investment income

  • Rental income

  • Foreign sources of income including pensions

  • T1135 - Foreign Income Verification Returns