OUR APPROACH

For Professionals earning income as Employees 

A complete package that includes advisory services for your tax and financial needs and preparation of your tax return to maximize your available employment deductions.   

• T1 Individual Income Tax Return 
• Assistance summarizing and determining eligible expenses/credits
• Tax, financial, and budgeting strategies   
• Personalized tax calendar and email due date reminders   
• On-going support to answer your questions year-round   
• General communication and correspondence with the CRA
• Electronic filing and CRA confirmation

For Professionals earning income as Sole Proprietors   

A complete package for unincorporated professionals that includes financial and tax advisory services and preparation of your business tax return to help you make informed financial decisions and minimize your tax liability.

• T1 Business Income Tax Return for Professional
• Assistance summarizing and determining eligible expenses/credits
• Tax, financial, and budgeting strategies
• Personalized tax calendar and email due date reminders
• On-going support to answer your questions year-round
• General communication and correspondence with the CRA
• Electronic filing and CRA receipt confirmation

Incorporated Professionals & Small Businesses

A complete package for incorporated professionals / small businesses including  corporate and personal tax returns, and tax and financial planning services that consider tax efficient strategies.   

• T1 Individual Income Tax Return for Shareholder   
• T2 Corporate Income Tax Return
• Tax Slips – T4 & T5  issuance and CRA filings
• Tax deferral, income splitting, and tax efficient distribution strategies
• Personalized tax calendar and email due date reminders   
• On-going support to answer your questions year-round   
• General communication and correspondence with the CRA   
• Electronic filing and CRA receipt confirmation       

Starter  

Up to 50 Transactions        

1 or 2 Bank/Credit Card Accounts

Basic     

Up to 100 Transactions        

2 or 3 Bank/Credit Card Accounts 

Growing     

Up to 200 Transactions        

4 or 5 Bank/Credit Card Accounts

Customized Plan      

200+ Transactions

All packages come standard with:

• Accounts reconciliation  
• GST, PST, HST Filings
• AR Collections / AP Payments   
• Ongoing support   

• Banking support
• Bill payments
• Financial records and cash management
• Household payroll and reporting
• Income tax and other compliance filings
• Preparation of budgets
• Cash flow management
• Reconciliation of bank and investment accounts
• Coordinating information flow with ongoing service providers
• Tracking and analysis of family assets
• Property management support
• Document management

• Notice to Reader Financial Statements
• Bookkeeping support
• Bookkeeping catch-up/cleanup
• Bookkeeping systems setup
• Corporate tax planning  
• Individual tax Planning  
• Incorporation
• CRA registration & support 
• CRA audit support    
• Payroll processing 
• Management reporting 
• Monthly/quarterly business Advisory review meetings  
• Rental income schedule   
• Investment income schedule
• Payroll setup & processing