TAX SERVICES
Personal Tax Return Services (T1)
employees, students, newcomers, retirees, investors, sole proprietors, gig workers, landlords
T1 General preparation & CRA e-file
Auto-Fill My Return (AFR) slip download (T4, T5, T3, T4A, T5008, RRSP, etc.)
Optimization of credits & deductions (tuition, childcare, medical, moving, disability credit, donations, digital news, home office—T2200/T2200S support)
Investment & capital gains reporting (non-registered, crypto, RSUs/ESPP, principal residence)
Rental income & expenses (T776), vehicle & home-office claims (T777)
Self-employed/contractor income (T2125) with CCA (depreciation) schedules
Foreign income & assets reporting (T1135), foreign tax credit optimization
RRSP/TFSA strategy review; installment & withholding guidance
Review of Notice of Assessment and post-filing support
Prior-year catch-ups & adjustments (T1-ADJ)
Voluntary Disclosures (VDP) guidance
Newcomer residency & departure returns
CRA review/audit response packages
Corporate Tax Services (T2)
incorporated businesses, professional corps, investment/holding companies, startups
T2 Corporation return & all required schedules (S1, S50, S100, S125, S141, etc.)
Year-end financial statements (NTR/Compilation) and tax-ready working papers
Small Business Deduction (SBD) optimization & associated/connected corp review
Owner-compensation planning (salary vs dividends), T5/T4/T4A slips
Capital cost allowance (CCA), loss carryforwards & financing/tax shield analysis
GST/HST returns & rebate filings; provincial taxes; EHT/WSIB setup guidance (ON)
Dividend records, safe income tracking, RDTOH & refundable tax accounts
Intercompany transactions & loan tracking (s.15(2), s.18(4) considerations)
Post-assessment review and CRA correspondence support
Bookkeeping cleanup & monthly/quarterly bookkeeping
Payroll setup & remittances; T4/T4A/T5018 information returns
SR&ED tax credits (technical narratives & schedules)
Reorganizations, rollovers (s.85), and holding-company structures
Notice to Reader to Review engagement transition planning
Late/voluntary disclosure filings for corporations
Sole Proprietor & Partnership Support
T2125 business statements, CCA & inventory
GST/HST registration/filing, ITC optimization
Partnership T5013 preparation (where applicable)
CRA Audit & Review Support
Pre-assessment and post-assessment reviews
Document packages, reconciliations, and representation
Objections & adjustments coordination
Discovery & quote – brief intake + fixed-fee proposal.
Secure upload – encrypted portal; we can pull CRA slips via AFR.
Preparation & review – we optimize credits, deductions, and timing.
Sign & e-file – you review summaries; we e-file and confirm receipt.
After-care – we monitor results and assist with any CRA queries.
Government ID, prior year return/NOA, SIN & marital status updates
Slips: T4, T5, T3, T4A, T2202, RRSP, T5008, etc.
Expense summaries (rental, business, vehicle/log, home office)
Corporate minute book basics, trial balance, bank/loan statements, asset list
GST/HST/PST account details, payroll numbers (if applicable)