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Core service

Returns filed on time. Planning done while it can still change the result.

T2 corporate and T1 personal returns, HST filings, CRA letters, and an autumn planning review.

A blank sheet of paper, a pen and a glass on a pale desk
Tax Planning & PreparationAll services
Overview

We prepare corporate and personal returns, reconcile HST returns to the ledger, and answer CRA letters. Each autumn we plan the year-end while there is still time to act.

How we can help

Where it usually starts.

What people arrive with, and what we do.

A letter from the CRA arrived.
Reviews answered with the documents the CRA asked for, on its timeline, with you copied.
Year-end is close and nothing has been planned.
An autumn review of salary, dividends, purchases and the small business deduction, while there is time to act.
Last year's return was wrong.
The earlier return amended and the difference explained.
The family's returns need doing too.
T1 returns for owners, spouses and adult children, prepared with the corporate return so the two agree.
What it covers
  1. Corporate income tax returns (T2)

    Prepared from a reconciled ledger, with the schedules the CRA expects and a reconciliation you can follow.

  2. Personal income tax returns (T1)

    For owners and their families, and for individuals: employees, the self-employed, landlords, retirees and newcomers.

  3. HST/GST returns

    Filed on the CRA's schedule and reconciled to the ledger, so the return and the books agree.

  4. Year-end tax planning

    An autumn review of salary and dividends, timing of purchases and bonuses, and the small business deduction. We do not give investment advice.

  5. CRA correspondence and reviews

    CRA reviews answered with the documents asked for, on the CRA's timeline, with you copied on everything.

  6. Amending prior years

    An earlier return filed incorrectly is amended. Correcting it costs less than having the CRA find it.

What you receive

What you receive.

Named in the engagement letter before work starts.

  • Filed T2, T1 and HST returns, with confirmation numbers
  • A written year-end planning note each autumn
  • A filing calendar for the year ahead
  • CRA correspondence answered, copied to you

Tell us where things stand.

Say what the business does and what is worrying you. Within one business day you get what the work involves, roughly what it costs, and when we could start.

Get in touch

We usually reply within one business day.