Transform the burden of tax compliance and financial reporting into a strategic advantage.
Our approach integrates CPA diligence with intelligent automation workflows to manage every facet of your tax lifecycle, from complex personal, self-employed and corporate filings to compilation engagements.
We provide proactive tax planning and high-integrity digital documentation to ensure audit-readiness in an evolving regulatory environment.
Income Tax Compliance, Strategy and Financial Reporting
Individual and/or Self-employed Proprietor
(T1 | T2125 | Investments)
Employed full-time, investor, entrepreneur (without GST/HST registration)
Self-Employed & Partnerships
(T2125 | T5013 | GST/HST filings)
Unincorporated business owners and general partnerships
Corporations
(T2 | CSRS 4200 | GST/HST filings)
Incorporated businesses requiring tax and finance strategy
Individual and Self-employed Proprietor
(T1 | T2125 | Investments)
Comprehensive income reporting and tax advice, ideal for individuals with employment income, side-business activities, diverse investment portfolios including capital gains, rental properties etc. (without GST/HST registration)
Monthly Partnership
Starting at $15/month
Includes everything in Annual Filing plus:
✓ Advanced T1 Coverage: Preparation of personal return plus year-round tracking and advice on tax strategy to prevent year-end tax surprises.
✓ Strategic Registered Savings: Proactive advice on RRSP contribution timing and TFSA optimization to lower tax paid.
✓ Active Investment Planning: Management of capital gains and other income, with ongoing strategies to offset gains and taxes paid. Major 'life event' tax planning and advice.
✓ Self-Employment Strategy: Managing multiple income sources, subcontractors, rental portfolios, complex expenses, etc.
✓ Active GST/HST Registration Management: Monthly/quarterly reviews to ensure compliance.
✓ Bookkeeping Support: Cloud software setup and management advice and optimization.
✓ Direct CRA Representation: CPA analysis and direct handling of all correspondence.
✓ Automation and AI Guidance: Integrating automation tools for bookkeeping etc.
Annual Filing
Starting at $150 per engagement
✓ Comprehensive T1 Coverage: Preparation of personal return including T4 (Employment), T2200 (Work from Home), T4A (Pension/Grants), T5 (Interest/Dividends), T776 (Real Estate Rentals) etc.
✓ Registered Savings Reporting: Standard reporting of RRSP contribution receipts and basic TFSA advice.
✓ Investments & Capital Gains: Reporting of T5008 (Securities Transactions) and Schedule 3 for standard stock/mutual fund sales and gains. Foreign income and asset reporting.
✓ Self-Employment Income: Reporting of T2125 income including use-of-home, vehicle and other expense optimization.
✓ GST/HST: Annual review of mandatory $30K registration threshold and registration guidance.
✓ Bookkeeping: Professional review and basic advice for self-managed records at year-end.
✓ CRA Defense: Standard response to basic CRA requests or information inquiries.
✓ Automation and AI Advice: Introduction to basic cloud accounting automation features.
Self-Employed & Partnerships
(T2125 | T5013 | GST/HST filings)
Comprehensive tax compliance and business advisory for sole proprietors, freelancers, consultants, and partnerships. Includes business income reporting, expense optimization, GST/HST filings, and strategic planning for growing unincorporated businesses.
Monthly Partnership
Starting at $25/month
Includes everything in Annual Filing plus:
✓ Business & Partnership Tax Strategy: Year-round tracking of T2125 and T5013 including real-time monitoring, partner allocation management, adjusted cost base (ACB) tracking, foreign income reporting for digital entrepreneurs to prevent year-end surprises.
✓ Proactive Expense Strategy: Ongoing proactive expense review, categorization, and optimization throughout the year including vehicle logbook monitoring, home office tracking, and subcontractor documentation.
✓ Strategic Asset & CCA Planning: Ongoing management of capital asset additions, disposals, and CCA optimization to maximize deductions and plan major equipment purchases strategically throughout the year.
✓ Active GST/HST Management: Monthly or quarterly GST/HST return preparation and filing, ITC optimization, and ongoing compliance monitoring and Quick Method election reviews.
✓ Year-Round Instalment Monitoring: Calculation and ongoing monitoring of quarterly CRA installment payments throughout the year.
✓ Proactive Business Structure & Tax Strategy: Ongoing monitoring and planning of income allocations/splitting opportunities, and proactive advice on business structure and incorporation.
✓ Cloud Bookkeeping & Automation/AI Integration: Cloud accounting software setup and ongoing optimization guidance for integration of automation/AI tools.
✓ Direct CRA Representation & Growth Strategy: CPA handling of all CRA correspondence and audits, and ongoing business, incorporation and tax strategy.
Annual Filing
Starting at $250 per engagement
✓ Business & Partnership Tax Reporting: Preparation of T2125 (Business/Professional Income) and T5013 (Partnership Information Return) including all revenue streams, cost of goods sold, partner allocations, and eligible deductions.
✓ Year-End Expense Review: Identification and reporting of all deductible expenses including use-of-home, vehicle (logbook review), meals and entertainment, professional fees, and subcontractor costs.
✓ Standard Capital Cost Allowance Reporting: Preparation of CCA schedules for business assets including computers, equipment, vehicles, and leasehold improvements across the appropriate CCA classes.
✓ GST/HST Compliance Filing: Preparation and filing of annual GST/HST return including input tax credit (ITC) maximization and review of Quick Method election eligibility.
✓ Instalment Assessment & Advice: Review of CRA installment requirements and recommended amounts for upcoming year.
✓ Business Structure & Income Planning: Year-end review of income allocations, draw strategies, and advice on business structure optimization.
✓ Year-End Bookkeeping Review: Professional review of self-managed records at year-end and advice on cloud accounting and automation tools to streamline recordkeeping.
✓ CRA Defense & Incorporation Advice: Standard response to basic CRA requests and introductory incorporation advice based on current year income and tax position.
Corporations
(T2 | CSRS 4200 | GST/HST filings)
Comprehensive tax compliance, financial reporting, and business advisory, covering everything from T2 and GST/HST filings to compiled financial statements and strategic planning. Dedicated CPA support to keep your corporation compliant, tax-efficient, and financially informed at every stage of growth.
Monthly Partnership
Starting at $150/month
Includes everything in Annual Filing plus:
✓ Advanced Tax Compliance, Strategy & Filing: Year-round corporate tax management including income monitoring, proactive tax reduction strategies, salary vs. dividend optimization etc.
✓ Active GST/HST Management: Monthly or quarterly GST/HST return preparation and filing including comprehensive ITC calculation and maximization, and ongoing election reviews.
✓ Periodic Financial Statements: Preparation of quarterly or periodic compiled financial statements under CSRS 4200 for management use, including notes and advisory.
✓ Strategic Financial Planning, Analysis & Custom Reporting: Ongoing custom management reporting, profitability and cash flow forecasting, AI-assisted trend analysis, etc.
✓ Comprehensive Cloud Bookkeeping Support & Management: Ongoing bookkeeping advice, review, and support using cloud accounting software, tailored to complexity of the corporation.
✓ Shareholder Wealth Strategy: Ongoing proactive optimization of owner-manager compensation including salary vs. dividend mix, long-term wealth extraction strategies etc.
✓ Comprehensive Audit Shield Services: Full CRA audit shield coverage including, direct representation for all CRA correspondence, corporate audits, GST/HST reviews etc.
✓ Strategic AI/Automation Consulting: 4 hours annually (1/quarter) of consulting engagements covering complex business, tax, and financial strategy questions, plus strategic advice on integrating AI tools and automation tools.
Annual Filing
Starting at $1,500 per engagement
✓ Comprehensive Tax Compliance & Filing: Preparation and filing of T2 corporate income tax return including small business deduction eligibility, refundable dividend tax on hand (RDTOH), capital dividend account (CDA) etc.
✓ GST/HST Compliance Filing: Preparation, filing of annual GST/HST return incl. simplified input tax credit (ITC) calculation, review of filing frequency, and compliance monitoring.
✓ Financial Statements (Management Use): Preparation of annual compiled financial statements under CSRS 4200 for management use, excluding notes.
✓ Financial Planning & Analysis: Annual review of corporate financial performance including profitability analysis, year-end tax position assessment, and AI-assisted benchmarking.
✓ Year-End Bookkeeping Review & Advice: CPA review of self-managed or internally prepared records at year-end using cloud accounting software, including basic advice on chart of accounts, coding, and recordkeeping.
✓ Shareholder Compensation & Advice: Year-end review of salary vs. dividend mix, shareholder loan balances, and basic advice on tax-efficient compensation strategies.
✓ Direct CRA Representation: CPA analysis and direct handling of CRA correspondence, information requests, and basic audit inquiries related to the corporate return.
✓ Annual Consulting & Basic AI Advice: Up to 2 hours annually of consulting engagements covering business and tax questions, and basic advice on AI tools and automation for bookkeeping, financial analysis, and reporting.
