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Core service 02

Returns filed on time. Planning done while there is still time to act.

Corporate and personal returns, HST/GST filings and CRA correspondence, with planning done in the autumn rather than in April.

A tidy desk beside a tall window in late autumn, with plain folders stacked squarely and a bare tree outside
Tax Planning & PreparationAll services
01Overview

Tax preparation is a deadline. Tax planning is a conversation, and it has to happen before December 31, not in April when the return is being assembled.

We prepare corporate (T2) and personal (T1) returns for businesses, their owners, and anyone else who needs a return filed properly. HST/GST returns are reconciled back to the ledger before they go in. Each autumn we sit down with the year so far and decide what should happen before year-end: how to draw compensation, whether a purchase should be brought forward, where the small business deduction position stands. When the CRA writes, we answer.

02What it covers
  1. 01

    Corporate income tax returns (T2)

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

  2. 02

    Personal income tax returns (T1)

    For business owners and their families, and for individuals who are not business clients at all: employees, the self-employed, commission earners, landlords, retirees and newcomers.

  3. 03

    HST/GST returns

    Filed on the schedule the CRA has set for you and reconciled to the general ledger, so the return and the books say the same thing.

  4. 04

    Year-end tax planning

    An autumn review of salary and dividend mix, timing of purchases and bonuses, the small business deduction, and what the personal return will look like as a result. We do not give investment advice.

  5. 05

    CRA correspondence and reviews

    Pre-assessment and post-assessment reviews answered with the documents the CRA asked for, on the CRA's timeline, with you copied on everything.

  6. 06

    Amending prior years

    Where an earlier return was filed incorrectly, we amend it. It is cheaper than waiting for it to be found.

03What you receive

Deliverables, named in the engagement letter.

Scope, deadlines and fee are agreed in writing before work begins. What follows is what that letter typically lists for this service.

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

Tell us where the books stand. We will tell you what it takes.

Describe the situation and you will get a straight answer about what the work involves, what it costs, and how soon it can begin. Nothing is billed until an engagement letter is signed by both sides.

Book a consultation

Or call (647) 887-6942. Replies within one business day.