We prepare and file personal, corporate and sales tax returns, and help you plan ahead so that tax decisions are made before year-end rather than after it. Our founder holds CPA designations in Canada and Colorado, which supports clients with tax obligations on both sides of the border.

Tax Services

Compliance and planning for individuals, owner-managers and corporations.

Personal tax (T1)

  • Individual and family returns, including employment, investment, rental and self-employment income
  • Owner-manager planning, such as the salary and dividend mix and RRSP and TFSA considerations
  • Instalment calculations and responses to CRA correspondence

Corporate tax (T2)

  • Annual T2 returns with the required financial statement information
  • Year-end planning for owner-managed and holding companies
  • Review of shareholder loans and owner remuneration before the year closes

GST/HST

  • Registration advice, return preparation and filing
  • Input tax credit review and advice on whether the Quick Method suits your business
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Cross-border and international tax

  • US tax filing obligations for Canadian residents with US-source income or US property
  • Reporting of foreign income and foreign property held by Canadian residents (Form T1135)

CRA representation

Once you authorize us as your representative, we respond to CRA letters, reviews and audits on your behalf.

What we need from you

  • Your slips and receipts for the year, last year’s notices of assessment and any CRA letters
  • For corporations: the year-end trial balance or bookkeeping file

Frequently Asked Questions

Most individuals file by April 30. Self-employed individuals have until June 15, but any balance owing is still due April 30. A corporation’s T2 return is due six months after its year-end, and its tax balance is generally due two or three months after year-end.

Don’t ignore it, and note the response deadline. Send it to us and we will explain what it asks for and how to respond.

Yes. Our founder is a CPA in Canada and Colorado. Tell us about your US income, property or filing history and we will confirm what needs to be filed on each side of the border.