Tax & compliance

Stay ready for tax season, all year.

Personal and business tax packages, from essential return preparation to more complex filings and proactive planning.

Year-end feeling rushed?

A coordinated year-end, with fewer loose ends.

We help individuals, families, and Canadian businesses prepare returns and manage their tax requirements. Choose Personal Tax Essentials or Advantage, or explore Business Tax Essentials, Advantage, and Strategy. Your tax work is handled by a Canadian CPA and authorized client representative, with scope agreed before we begin.

  • Organized records, clear deliverables, and support with your tax obligations.
  • Scope and responsibilities agreed before work begins
Book a free consultation
Business professionals reviewing financial information on a laptop

Service scope

What we can handle.

  • T2 corporate tax returns
  • T1 personal returns, including employment, investment, rental, and self-employment income
  • GST/HST registration and returns
  • Payroll remittances
  • T4 / T4A, T5, and T5018 preparation
  • Tax planning and advisory
  • CRA correspondence and Notice of Assessment review

Around your needs

Additional support & options.

  • Trial balance and adjusted trial balance
  • Financial statements and GIFI-ready data
  • Working papers and tax packages
  • Alberta provincial corporate filing support

Quebec tax support is not offered at launch. Provincial sales-tax scope is confirmed during consultation. Tax outcomes depend on your circumstances; refunds and savings are not guaranteed.

Personal tax packages

Personal tax, with the right support.

Straightforward return or a more complex family tax situation, choose support that matches your income and filing needs.

Personal tax

Essentials

Straightforward personal returns

Best for personal tax returns with employment and investment income, credits, and deductions.

Included in this package

  • T1 personal tax return preparation
  • Employment and investment income, with unlimited tax slips
  • Eligible credits and deductions, including RRSP contributions, tuition, medical expenses, and charitable donations
  • Electronic filing with the Canada Revenue Agency
Quoted for your scopeRequest a quote
Personal tax

Advantage

Individuals & families with more complex needs

Best for family returns, rental or self-employment income, and support after filing.

Included in this package

Everything in Essentials, plus:

Show Essentials inclusionsHide Essentials inclusions
  • T1 personal tax return preparation
  • Employment and investment income, with unlimited tax slips
  • Eligible credits and deductions, including RRSP contributions, tuition, medical expenses, and charitable donations
  • Electronic filing with the Canada Revenue Agency
  • Spouse and dependant tax returns
  • Rental income and expenses
  • Self-employment income and expenses
  • Tax optimization review
  • Tax instalment guidance
  • Support with CRA tax notices
Quoted for your scopeRequest a quote

Business tax packages

From corporate filing to tax planning.

Choose corporate tax preparation, broader filing support, or proactive planning with ongoing CPA guidance.

Business tax

Essentials

Straightforward corporate tax needs

Best for corporate T2 filing, required schedules, and tax-related CRA questions.

Included in this package

  • Corporate T2 income tax return preparation and filing
  • Required tax schedules
  • Tax credits and deductions review
  • CRA filing and confirmation
  • Support for tax-related CRA questions

Optional service · quoted separately

  • Financial statement preparation for income tax purposes
Quoted for your scopeRequest a quote
Business tax

Advantage

More complex business tax needs

Best for corporate filing with financial statements, dividend reporting, and a tax planning discussion.

Included in this package

Everything in Essentials, plus:

Show Essentials inclusionsHide Essentials inclusions
  • Corporate T2 income tax return preparation and filing
  • Required tax schedules
  • Tax credits and deductions review
  • CRA filing and confirmation
  • Support for tax-related CRA questions
  • Financial statement preparation for income tax purposes
  • T5 dividend information return preparation and filing
  • Enhanced review of deductions and tax opportunities
  • Tax planning discussion
  • Tax instalment and payment guidance
  • Support with routine CRA notices and correspondence
Quoted for your scopeRequest a quote
Business tax

Strategy

Proactive tax planning & guidance

Best for annual tax planning, owner compensation advice, and ongoing CPA tax guidance.

Included in this package

  • Annual corporate tax planning meeting
  • Tax-efficient compensation strategies, including salary versus dividend planning
  • Review of upcoming tax obligations and instalments
  • Identification of potential tax-saving opportunities
  • Ongoing CPA tax guidance throughout the year
Quoted for your scopeRequest a quote

Trust returns, cross-border tax returns involving Canada and the U.S., and other specialized tax matters are quoted separately. Quebec tax support is not offered at launch. Tax outcomes depend on your circumstances; savings are not guaranteed.

Reports & deliverables

Know what to expect from the work.

Your engagement sets out the deliverables, timing and records needed. Depending on the agreed scope, these can include:

Tax packageWorking papersFinancial statementsGIFI-ready data
Compare packages & quotes Questions about working together

Connected financial support

Need help with another part of your finances?

Bookkeeping & reportingCanadian payrollOutsourced finance & advisoryView all services

Your next step

Let’s talk about tax & compliance.

A free consultation helps us understand your priorities and agree a scope that fits your business.

Book a free consultation No setup fees. No minimum term.