1. Personal Tax & Wealth Planning

Simple, accurate tax filing and planning for individuals and families

• Personal Tax Returns (T1 – All Provinces) – Accurate and compliant personal tax filing tailored to your income, deductions, and credits.

• Students, Seniors & Newcomer Tax Returns – Tailored tax filing that maximizes credits and benefits for your stage of life.

• Rental Property Income & Expense Optimization – Tax-efficient reporting of rental income with optimized expense deductions.

• RRSP & TFSA Optimization – Guidance on contribution strategies to maximize tax savings and long-term growth.

• RESP Contribution Guidance – Advice on RESP contributions to maximize government grants and future education funding.

• FHSA & Home Buyer Plan Support – Guidance on FHSA usage and HBP withdrawals and repayments for first-time buyers.

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2. Business Tax & Compliance

Ensure your business stays compliant and minimizes tax liabilities

• Corporate Tax Returns (T2 – All Provinces) – End-to-end corporate tax preparation with a focus on accuracy and tax efficiency.

• Self-Employed & Contractor Returns – Specialized support to maximize deductions and manage self-employment income.

• GST/HST Filing – Accurate and on-time GST/HST filings to avoid penalties and optimize cash flow.

• EHT / WSIB / Payroll Tax Remittances – Reliable payroll tax remittances to keep your business fully compliant.

• T4 / T5 / T4A Slip Preparation – Timely and accurate preparation and filing of employee and contractor information slips.

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3. Bookkeeping & Financial Reporting

Organized, up-to-date records that help you make informed business decisions

• Monthly Bookkeeping – Consistent and accurate monthly bookkeeping to keep your financial records organized.

• Accounts Payable & Accounts Receivable – Ongoing management of payables and receivables to improve cash flow.

• Bank Reconciliations – Regular reconciliations to ensure accurate and reliable financial records.

• Payroll Services – Complete payroll processing, remittances, and reporting for employees and contractors.

• Year-End Financial Statements – Professional statements prepared for tax filing, lenders, and planning.

• Management Reports – Clear, customized reports to support informed business decisions.

• Budgets & Forecasts – Practical budgeting and forecasting to plan growth and manage cash flow.

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4. Advisory, Tax Planning & Growth Support

Strategic guidance to minimize taxes, optimize business structure, and accelerate growth

• Tax Planning & Corporate Structuring – Strategic planning to minimize taxes and align your business structure with long-term goals.

• Expense Deductions & Cash-Flow Tax Strategy – Maximize deductions while improving your cash flow year-round.

• Incorporation vs. Sole Proprietorship Advice – Clear guidance to choose the most tax-efficient structure.

• Controller-Level Support – High-level financial oversight without the cost of a full-time controller.

• Business Consulting – Practical advice on operations, growth, and financial management.

• Support for New Business Setup & Registrations – Guidance through business registration, CRA accounts, and initial compliance.

• Incorporation & Dissolution Guidance – Professional support through business incorporation or winding down.

• SR&ED Claims & Credit Support – Identify and prepare scientific research tax credits to maximize incentives.

• CRA Review, Reassessment & Audit Support – Professional representation and support for CRA reviews, reassessments, and audits.