Tax preparation & compliance
Personal and corporate returns prepared, reviewed, and filed by a CPA: accurate, on time, and explained in plain language.
Personal tax (T1)
Canadian personal income tax returns, including employment, self-employment, investment, and rental income, and cross-border situations where a US return is also required.
Corporate tax (T2)
Canadian corporate income tax returns for small and mid-sized companies, with the supporting schedules your corporation needs: GIFI financial statement schedules, provincial returns, and cross-border information filings such as T106 and T1135 where they apply.
US individual returns
US federal individual returns for clients with US filing obligations, coordinated with your Canadian filing so the two work together.
What's included
- Preparation and CPA review of your return before anything is filed
- Filed with the CRA (and the IRS where a US return applies)
- A plain-language summary of your result and what drove it
- Identification of slips, credits, and deductions relevant to your situation
- A written, fixed-fee scope agreed before work begins
What we'll need from you
Once we've agreed scope, we send a clear checklist: typically your slips (T4/T5 and equivalents), prior-year returns, and any documents specific to your situation such as rental, self-employment, or cross-border income. You upload them securely and we take it from there.
How an engagement works
Consultation
We start with a conversation about your circumstances, filing obligations, and what you need, so the scope is clear before any work begins.
Plan & scope
You receive a defined scope and fixed-fee engagement, with the documents required and the timeline set out in writing.
Prepare & advise
We prepare, review, and file your returns, and provide the advisory guidance your situation calls for, reviewed by a CPA throughout.
Talk to a CPA about your situation
Book a consultation and we'll help you understand your obligations and your options.
Book a Consultation