Personal Tax Preparation Services

Individual & Family Tax Filing

• Personal income tax return preparation (T1)

• Spousal and family tax optimization

• Tuition, disability, medical, and caregiver credits

• Moving expenses and eligible deductions

• Capital gains, investment income, and crypto reporting

• Prior-year adjustments, late filings, and amendments

• CRA reviews, audits, and correspondence support

• Tax planning to reduce current and future taxes

Self-Employed & Contractor Tax Services

Specialized support for freelancers, gig workers, trades, consultants, and independent professionals:

• Self-employment income reporting and expense optimization

• Business-use-of-home expense calculations

• Vehicle, fuel, mileage, and travel expense deductions

• Tools, equipment, and supply expense tracking

• Subcontractor payments and T4A guidance

• GST/HST registration advice and return filing

• Installment tax planning to avoid CRA penalties

• Record-keeping guidance and expense organization

• Profitability review and tax-saving strategies

• Support for Uber, DoorDash, construction, and Digital Economy.

Comprehensive corporate tax preparation, compliance, and strategic tax planning to help businesses reduce liabilities, improve cash flow, and remain fully compliant with CRA requirements. We support owner-managed corporations, professionals, contractors, and growing companies across Canada.

Services Included

• Corporate income tax return (T2) preparation and filing

• Financial statements and Notice to Reader (compilation)

• GST/HST reporting, remittances, and compliance reviews

• Corporate tax minimization and planning strategies

• Salary vs. dividend compensation optimization

• Capital asset tracking, CCA, and depreciation planning

• Loss carryforwards, SR&ED, and tax credit optimization

• CRA letters, reviews, objections, and audit assistance

• Year-end planning and shareholder profit extraction

• Multi-year projections, restructuring, and advisory

Comprehensive support to help entrepreneurs start, structure, and register their business correctly in Canada, ensuring full compliance from day one.

• Federal and Alberta corporation registration

• Business Number (BN) setup with CRA

• GST/HST, payroll, and import/export account registration

• Corporate name search and reservation guidance

• Share structure planning and ownership setup

• Director, shareholder, and officer structuring

• Corporate minute book preparation and organization

• Initial corporate tax planning and compliance overview

• Assistance opening business bank accounts

• Guidance on bookkeeping and record-keeping requirements

Reliable and organized bookkeeping solutions that keep your financial records accurate, up-to-date, and fully prepared for tax season and business decision-making. Our services help businesses maintain clear cash flow visibility, CRA compliance, and strong financial control year-round.

Services Included

• Full-service monthly bookkeeping and categorization

• Bank, credit card, and loan reconciliations

• GST/HST tracking, preparation, and filing

• Catch-up, cleanup, and historical bookkeeping repair

• Financial statements, profit & loss, and cash-flow reports

• Year-end accountant-ready bookkeeping packages

• Cloud accounting setup (QuickBooks, Sage, Xero)

• Training and guidance for business owners and staff

Simple, accurate, and fully compliant payroll processing services that ensure employees are paid correctly and on time while meeting all CRA payroll obligations. Designed for small businesses, contractors, and growing teams across Canada.

Services Included

• Weekly, bi-weekly, semi-monthly, or monthly payroll

• CRA payroll account registration and setup

• CPP, EI, and income tax calculations and remittances

• Direct deposit payroll configuration and reports

• T4, T4A, and year-end payroll summaries

• Record of Employment (ROE) preparation and filing

• Vacation pay, overtime, and statutory holiday tracking

• Payroll integration with bookkeeping and accounting

• CRA payroll reviews, penalties, and audit support

• New employee onboarding and payroll file setup