Tax, Books
& Payroll

Your annual T1 return, prepared from your source documents and EFILED directly with the CRA. Employment income, capital gains, rental properties, self-employment, foreign income and property — one person handles it all, start to finish.

• Capital gains reporting on Schedule 3 — including the principal residence exemption
• Rental income on Form T776, with expense and CCA claims
• Self-employment on Form T2125, with CPP calculated correctly
• Foreign income, foreign tax credits, and T1135 reporting
• Year-round tax planning — RRSP, TFSA, and pre-disposition advice

T2 returns for Canadian-controlled private corporations — prepared with the GIFI financial statements the CRA requires and filed on time, whatever your year-end.

• T2 preparation and filing for CCPCs
• GIFI statement preparation from your books
• Salary-versus-dividend remuneration planning

T3 returns for estates and trusts — testamentary and inter vivos trusts, graduated rate estates, and the expanded trust reporting rules that now catch many bare trusts.

• T3 trust and estate return preparation
• Graduated rate estate elections and filings
• Trust beneficial-ownership reporting compliance

Monthly books for small businesses and sole proprietors — records kept current, accounts reconciled, and HST filed, so year-end is a formality instead of a scramble.

• Monthly transaction recording and bank reconciliations
• HST returns filed on schedule
• Financial reports you can actually read

Payroll run correctly and remitted on time — pay calculations, CRA source deductions, T4s at year-end, and ROEs when staff leave.

• Pay runs with CPP, EI, and income tax withheld correctly
• CRA remittances on your required schedule
• T4 slips, T4 Summary, and ROE filings