Taxation Services

Corporate Tax Returns

As your corporate year end comes to a close, the clock starts ticking to determine whether any taxes need to be paid and the tax return filed. For small businesses, taxes are generally due three months after the end of the taxation year, while large businesses have only two months to pay any outstanding amount.

Let us help you do what you do best – focus on your business while we champion your year end tax obligations and prepare your return accurately and on time. To provide high quality service to our clients, we prepare compiled financial information (previously known as financial statements) along side their corporate tax return. This provides you with a clear picture of your company at the end of the year, along with its performance over the past year.

CRA Representation

Letters and phone calls from Canada Revenue Agency (CRA) can be distressing. We have extensive experience providing our services of resolving matters with CRA on behalf of our clients, whether it be for individuals, corporations, partnerships, or trusts, we are confident in our ability to help resolve your issues with CRA.

From customary reviews to full scale audits, we are ready to stand by your side and deal with CRA. Our approach is custom tailored for each case to support you every step of the way and fight for the best possible outcome for you. Contact us to learn more about how we can assist you, we’re confident that you’ll find value in our services.

GST/HST Returns

The area of GST/HST can be very complex, and can go far beyond simply collecting and remitting the tax that is owed. Whether you or your business files monthly, quarterly, or annually, our services can assist you with filings your GST/HST returns and provide advice for any planning opportunities that may be available to you.

Beyond typical GST/HST returns, there are various forms which may need to be filed for rebates, credits, remittances, and adjustments. For example, when purchasing a new home you may find yourself filling out a form to allow the builder to claim the GST/HST New Housing Rebate on your behalf.

Personal Tax Returns

Taxes can be overwhelming, especially with the changes introduced each year on top of all of life’s other challenges. Our experts remain up to date with the latest in tax legislation and best practices, giving us the expertise to serve you better. Whether you’re an employee, self-employed, retiring, or a business owner, rest assured that our approach to preparing personal tax returns will have your return completed accurately and efficiently by the agreed-upon deadline.

Many people find it stressful to file their taxes, and to be behind on their yearly filings. If you’ve fallen behind on your taxes, whether it’s one year or ten years, we have the experience and expertise to get your filings up to date and reduce your stress. We Reach out to us to learn more about our approach and how we can help with your personal tax return.

Tax Planning & Advisory Services

Failure to plan is planning to fail. In today’s complex tax environment, it’s never been more important to plan for the future and what comes next for you and your business.

We will collaborate with you to explore a variety of tax planning options based on your particular circumstances and unique objectives. There’s no one size fits all when it comes to tax planning., every situation is unique and requires proper planning and guidance. In most circumstances this will involve other professionals such as business valuators, lawyers, and consultants.

We are proud to have assisted our clients with various tax planning matters, including continuing their legacy by introducing the next generation to their business, protecting business assets, and determining their ultimate tax liability.

Trust & Estate Returns

As a trustee of a trust or an executor of an estate, you are responsible for ensuring that the trust or estate meets its various obligations. These include ensuring the necessary tax returns are filed by the respective deadlines, taxes are paid on time, distributions are made to beneficiaries, and decisions are properly documented.

Taxes for trusts and estates are complex and the potential exists for unnecessarily high taxes to be paid if the proper steps are not undertaken in a timely manner. It’s important to seek advice early, especially in the context of estates, because certain planning is only available in the first taxation year. Connect with us to learn how we can help and to learn more about your obligations as the representative of an estate or trust.