Personal income tax (T1)
Preparation, planning, and CRA correspondence for individuals, sole proprietors, and rental income.
Individuals · FamiliesServices · what we do
A short list, done properly.
We prefer to be judged on the quality of the work, not the length of the menu. What follows is the full list of what we do — if what you need isn't here, ask; we'll either help or point you to someone who can.
Corporate income tax (T2)
Corporate returns including CCPC planning, small-business deduction optimization, and instalment scheduling.
Incorporated businessesFarm & ag returns
AgriStability, AgriInvest coordination, T2042 preparation, inventory adjustment elections, and family-farm structuring.
Grain · Cattle · Mixed operationsBookkeeping
Monthly and quarterly bookkeeping in QuickBooks Online or Xero, with quarterly review and reconciliation.
Owner-managed businessesPayroll & source deductions
Payroll runs, remittances, ROEs, T4 and T4A slips, and year-end payroll wrap-up.
EmployersFinancial statements
Notice-to-reader compilations and review engagements prepared in accordance with ASPE.
Incorporated businesses · NPOsGST / HST / PST
Registration, monthly and quarterly filings, input tax credit reviews, and cross-border considerations.
All active businessesCRA representation
Response to CRA queries, audit assistance, voluntary disclosure filings, and objections.
Individuals & businessesBusiness start-up
Incorporation guidance, opening balance sheets, and setup of accounting systems and CRA program accounts.
New businessesCorporate reorganization
Section 85 rollovers, holding-company structures, and family-trust considerations, with legal coordination.
Established firmsEstate & succession
Terminal returns, estate T3 returns, and succession planning for family farms and closely-held businesses.
Families · ExecutorsAdvisory & forecasting
Cash-flow forecasting, budget preparation, and financial-decision support for owner-managers.
Business owners§ 04 / Not sure where to start?
Bring us the shoebox.
Every engagement begins with a no-fee conversation. We'll tell you what's needed and what it will cost.
Whether you've been keeping meticulous records or you're arriving with a shoebox of receipts, we start the same way: we listen, we ask the right questions, and we tell you plainly what we can do for you and how much it will cost.