Corporate Services

Expert Corporate Tax & Accounting

We help GTA businesses navigate complex Canadian tax laws, maximize savings, and protect wealth — this year and for years to come.

Bookkeeping

Just like your business, your accounting needs are unique. We consult with you and develop a strategy that streamlines your accounting and bookkeeping — helping your business grow without the confusion of accounting jargon.

  • Obtaining advanced tax rulings
  • Full cycle bookkeeping
  • Bookkeeping catch up
  • Payroll services
  • GST, PST, WCB and payroll remittances
  • CRA liaison
  • Accounting software setup and training

Tax Planning

Corporate income tax is one of the largest expenses for any successful business. Effective corporate tax planning is essential to reduce business taxes in the long run — not only for the business owner, but for your entire family.

As trusted advisors to many clients in the GTA, we specialize in understanding your business and lifestyle goals, finding the best tax vehicles to help you reach them. Our experience has allowed us to help clients protect their net wealth and preserve business equity for today and generations to come.

  • Optimal amount to draw from the corporation
  • Pay wages or dividends analysis
  • Income splitting with family members
  • Dividends to adult children at university
  • Share classes and shareholdings
  • Buy an RRSP or pay down the mortgage
  • Hold investments in the company or personally
  • Corporate tax and HST instalments
  • Timely payroll remittances
  • Filing corporate tax and HST returns
  • T4, T5, and T3 filing
  • SR&ED credit claims
  • Capital dividend election
  • Tax free rollover of assets into a corporation

Succession Planning

You've spent many years building your successful business. Whether you're contemplating semi-retirement, capital preservation, selling your business to a third party, or transferring it to a family member, we can advise on the optimal tax structure to facilitate your succession plan.

Succession planning is extremely complex and requires expert advice to ensure your capital is preserved or passed on with as little taxation as possible. We have extensive experience with corporate reorganizations and setting up family trusts, helping minimize risks for your business and benefit your family and employees long-term.

Financial Statements

We prepare financial statements for tax preparation and, more importantly, analyze the results and provide recommendations to help your business limit its tax liability. The annual financial statement and tax preparation process allows us to connect with our corporate clients, understand your business in depth, and create a plan to take advantage of important tax opportunities within CRA rules.

We help you understand the bottom-line impact of raising your prices or cutting costs. Our software provides a performance history of your business on an item-by-item basis. Whether for income tax compliance, obtaining financing, or gaining additional shareholders, we prepare financial statements quickly and accurately to meet your requirements.

CRA Audits

If your returns are filed correctly by a qualified tax professional, the chance of being selected for an audit by the CRA is much lower. However, a request from CRA to audit or review your financial records can happen at any time, and you need to be prepared.

A CRA audit is often a stressful process. We help mitigate the anxiety and uncertainty associated with revenue tax audits. We arrange mutually convenient meeting times with the CRA, negotiate on your behalf to limit the scope of the audit, and are present throughout the entire process so it can be completed quickly with minimal interruption to your business and life.

  • Tax loss utilization
  • Key man insurance
  • Capital dividend planning
  • Family trusts
  • Share structure and shareholding changes
  • Share for share exchange
  • Obtaining advanced tax rulings

Business Consulting

Sometimes you just want another set of eyes on your business. We can discuss your perspective and offer ours, based on years of experience and expertise in business consulting across the GTA.

As tax advisors, we've facilitated many business expansions and reorganizations and will bring new ideas to your table to build on the success of your business. We help you meet your corporate goals sooner and preserve more of your hard-earned wealth. All discussions and advice are strictly confidential.

Let Us Handle Your Corporate Taxes

Focus on what you do best — expanding and growing your business. We'll take care of the tax planning.

Book a Consultation → Call 905-305-9134