Canadian Tax & Accounting Services

Corporate tax & accounting

• Corporate tax returns (T2) — federal and provincial, prepared, optimised and filed on time
• Quebec returns (CO-17) — full support for corporations filing with Revenu Québec
• Year-end financial statements — compilation engagement reports ready for banks, boards and the CRA
• GST/HST — registration, filing and reconciliation, with provincial sales-tax handling
• Payroll & source deductions — accurate remittances and year-end T4 and T4A
• Bookkeeping — clean, CRA-ready records (or bring your own)
• Business registration & incorporation — federal or provincial, structured right from day one
• Salary vs. dividend planning — the most tax-efficient way to pay yourself
• Corporate reorganisations — holding companies, share structures and growth planning

Personal tax (T1) returns

We handle everything from a simple return to the most complex personal situations:

• Employed, salaried and commission income (T4/T2200 expenses)
• Self-employed, freelance and gig income (T2125), including home-office and vehicle claims
• Rental property income and expenses
• Investment income — interest, dividends, and capital gains
• RRSP, TFSA and FHSA contribution and withdrawal planning
• Retirement income — CPP, OAS, pensions and pension income splitting
• Students, tuition and first-time filers
• Newcomers, emigrants and non-residents with Canadian tax obligations

Trust and estate tax (T3) returns

We assist trustees, executors and estate administrators with accurate and timely T3 compliance, including:

• Annual, final, prior-year and amended T3 Trust Income Tax and Information Returns
• Trust account registration and organisation of trust or estate financial records
• Reporting of income, capital gains, deductions, tax credits and beneficiary distributions
• Preparation of T3 slips, T3 Summary and beneficiary allocations or tax designations
• Schedule 15 beneficial ownership and non-resident beneficiary reporting, where applicable
• CRA notices, filing deadlines, balance-due monitoring and clearance-certificate support

Tax planning that actually saves you money

Filing is the bare minimum; planning is where the money is. We look ahead to legally reduce what you owe:

• Salary vs. dividend mix for owner-managers
• Income splitting with family, where permitted
• Timing income, expenses and capital gains
• Incorporation timing and small-business deduction planning
• Retirement and investment tax strategy (RRSP, TFSA, FHSA)
• Selling your business — the Lifetime Capital Gains Exemption and exit planning
• Succession and estate planning

CRA audits, reviews & tax disputes

Got a letter from the CRA? Don't face it alone. We deal with the CRA so you don't have to:

• Responding to CRA reviews, queries and information requests
• Full representation during a CRA audit
• Filing Notices of Objection and appeals against a reassessment
• Taxpayer Relief requests to cancel or waive penalties and interest
• Unfiled returns and unreported income — including the Voluntary Disclosures Program (VDP)

How it works

Frequently asked questions