Tax services built around your needs
From a straightforward personal return to complex corporate planning, you get the same thing every time: careful work, clear advice, and a CPA who's genuinely in your corner.
Personal Tax
Your T1 return, prepared properly.
Whether your taxes are simple or complicated by self-employment, rental income, investments, or a major life change, we make sure your return is accurate, optimized, and filed on time — while claiming every credit and deduction you're entitled to.
- Employment, pension & investment income
- Self-employment & gig / commission income
- Rental properties & capital gains
- Medical, tuition, donations & family credits
- Prior-year adjustments & late returns
What you can expect
What you can expect
Corporate Tax
Year-ends and T2 filings, handled end to end.
Owner-managed corporations need more than a filed return — they need a plan. We prepare your year-end financial statements and corporate tax return, keep you compliant with the CRA, and structure how you pay yourself to keep more in your pocket.
- T2 corporate income tax returns
- Year-end financial statements
- HST/GST returns & payroll source deductions
- Salary, dividend & owner-compensation planning
- Bookkeeping cleanup & CRA compliance
Tax Consulting
Advice before the decision, not after the bill.
The biggest tax savings come from planning ahead. We work with you throughout the year on the decisions that move the needle — from incorporating a business to selling a property to passing it all on to the next generation.
- Incorporation & business structure advice
- Retirement, estate & succession planning
- Investment & capital gains strategy
- CRA reviews, audits & dispute resolution
- Multi-year tax minimization strategy
What you can expect
Frequently asked questions
What should I bring for my personal tax appointment?
All of your income slips (T4, T5, T4A, etc.), receipts for deductions and credits (medical, donations, tuition, childcare), last year's Notice of Assessment, and details of any major life changes. Not sure? We'll send you a simple checklist ahead of time.
Do you work with clients outside your town?
Yes. Many clients work with us entirely remotely across Ontario — documents can be shared securely and returns reviewed by phone or video. In-person appointments are always welcome too.
How much do your services cost?
Fees depend on the complexity of your situation, and we'll always give you a clear quote before any work begins — no surprises. Straightforward personal returns start at a flat rate; corporate and consulting work is quoted individually.
The CRA sent me a letter. Can you help?
Absolutely. Whether it's a routine review, a reassessment, or an audit, we can respond to the CRA on your behalf, gather the right documentation, and represent your interests throughout the process.
When should I incorporate my business?
It depends on your income, growth plans, and personal cash needs. This is exactly the kind of decision our tax consulting service is built for — book a session and we'll run the numbers together.