Corporate Year-End & Tax
Annual financial reporting and T2 compliance for owner-managed corporations.
When to call usyour corporation’s year-end is approaching and last year’s filing felt like a scramble.
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Tax, accounting, assurance, payroll, and advisory services for businesses and organizations across Eastern Ontario and the Greater Toronto Area—delivered by a team that understands your business and your community
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Ten services, one local team. Open a card to see how we support owner-managed businesses, boards, healthcare teams, and organizations across the region.
Annual financial reporting and T2 compliance for owner-managed corporations.
When to call usyour corporation’s year-end is approaching and last year’s filing felt like a scramble.
Read the full service pageCPA-prepared compiled financial information for businesses that need a clear, consistent year-end package.
When to call usa lender or shareholder wants a CPA-prepared package, but not audit-level assurance.
Read the full service pagePractical planning for corporate cash, salary, dividends, shareholder loans, and major transactions.
When to call usa large withdrawal, purchase, or dividend is coming and you want to plan it before it happens.
Also inside this service
Weighing salary, dividends, instalments, and shareholder-loan positions so tax outcomes are chosen, not discovered. Specific strategies are reviewed against current rules before we recommend them.
Planning the timing of purchases, withdrawals, and dividends so the corporate and personal consequences are considered before money moves.
Assurance work for organizations accountable to boards, funders, lenders, and other stakeholders.
When to call usa funder, lender, regulator, or your bylaws require assured statements this year.
Read the full service pageReliable records, reconciliations, and close routines that make the year-end easier and the numbers more useful.
When to call usyou’re making decisions from your bank balance because the books run months behind.
Also inside this service
We help you pick software that fits the business you have — then set it up, migrate the history that matters, and train the person who will live in it.
Historical cleanup and catch-up work, scoped and quoted separately from recurring bookkeeping because the time required can vary significantly.
Support for recurring filings that affect cash flow, employees, and CRA accounts.
When to call usyou’re hiring or registering for HST, and compliance is outgrowing a spreadsheet.
Read the full service pageFinancial analysis for owners who want better margins, cash flow, and decisions.
When to call usrevenue is up, but the bank account doesn’t show it.
Also inside this service
A rolling view of what’s coming in and going out, so payroll, remittances, seasonal swings, and slow months stop being surprises.
Forecasts, historical financial information, and lender packages for businesses preparing to borrow, expand, or invest. Approval remains the lender’s decision.
Tax-structure advice and coordinated setup for owners deciding whether and how to incorporate.
When to call usyou’re self-employed and wondering whether incorporating is the right move — and when.
Read the full service pageAccounting and tax support before, during, and after a business transaction.
When to call usa purchase, sale, or succession conversation has started — even informally.
Read the full service pagePersonal returns coordinated with corporations, investments, and significant life or business events.
When to call usyour return has outgrown tax software, or it needs to line up with your corporation.
Read the full service pageA year-round rhythm, not a one-time report.
We compare your margins, costs, and ratios against businesses like yours — not a national average that misses local realities.
Together we pick the two or three gaps where effort actually moves profit.
Each priority gets a number and a date, so progress is measurable instead of hopeful.
We meet on a rhythm, adjust as the year unfolds, and hold the plan accountable.
Accounting and tax coordination for athletes, performers, creators, and studios balancing multiple revenue streams.
Job costing, holdbacks, work-in-progress, and lender reporting built around project-based work.
Ministry and funder reporting, program budgets, payroll, and efficient assurance for funded health organizations.
Funding agreements, restricted contributions, board reporting, internal controls, and assurance for mission-led organizations.
A 90-day cash view is not glamorous. Neither is calling the bank in a panic. Pick your pain.
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A contractor can have a strong income statement and still be sweating payroll. The issue is usually timing, not laziness or mystery.
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Holdbacks are easy to ignore because they look like money already earned. The problem is that earned money is not the same as available money.
Read articleWe selectively accept new clients where the scope, timing and complexity fit our team. Our primary focus is incorporated owner-managed businesses, corporate year-ends, tax planning, compilation engagements and assurance work. Start with the inquiry form so we can review the fit before scheduling a call.
Start Your InquiryOur best fit is an owner-managed corporation or professional corporation that wants reliable annual filings, useful financial statements and tax planning that looks beyond one deadline at a time. We also work with established not-for-profits and funded organizations that need audit, review or reporting support.
A referral is helpful but not required unless the website specifically states that intake is temporarily restricted. We will still review the business, work required, deadlines and record quality before confirming whether we can assist.
Yes. We serve clients throughout Ontario and can complete most accounting and tax work remotely using secure document and meeting tools. Some engagements may require in-person work or additional coordination.
We do not use open-ended free consultations for tax or accounting advice. Straightforward fit questions are handled through the inquiry form. Meetings that involve professional advice are generally billed at $450–$650 per hour, with the applicable rate confirmed before booking.
Request a paid consultationWe can usually provide a range after reviewing the prior financial statements and tax return, year-end date, bookkeeping status and services required. A reliable quote is difficult when records are incomplete or several filings are outstanding.
Yes. Once the engagement is accepted, we will explain what records and professional clearance are required and coordinate the transition. You should ensure outstanding invoices and access to prior records are dealt with promptly so the handoff does not delay filing.
Sometimes, depending on capacity and the condition of the records. Urgent work may require a separate scope, expedited fee and immediate access to complete information. Submitting an inquiry does not guarantee that we can meet a deadline.
Send us the detailsWe treat inquiry information as confidential, but the public form is not the place for highly sensitive records. Do not submit SINs, CRA passwords, banking credentials or full tax packages through the general form. We will provide secure upload instructions if we proceed.
No. A client relationship begins only after we complete our acceptance process and both parties sign an engagement letter. Information on the website or in an initial response is general and is not a substitute for advice based on your facts.
We assist with selected CRA matters, including document requests, audit support and dispute strategy. Deadlines matter, so submit the notice, tax type, years and response date. Do not wait for a general consultation if a formal deadline is approaching.
Send us the detailsNo. We provide professional analysis, preparation and representation based on the facts, law, standards and evidence available. Outcomes depend on the client’s circumstances and, where applicable, decisions made by CRA, lenders, funders or other third parties.
08 — CONNECT
Tell us what is changing in your business or organization. We will point you to the right place - even if it is not us.
Common questions are answered in our FAQWe review every new inquiry before offering a meeting, so we can confirm fit, scope, and whether the discussion involves billable professional advice.
Start Your InquiryResponse as quickly as possible during business hours. No appointment is booked by submitting.