Tax Planning, Preparation & Filing

The return is the last step. What it says was decided months earlier.

We prepare corporate and personal returns for privately held companies, professional corporations and the families behind them. Every return is prepared by one principal and reviewed by the other before it is filed.

Because the books are ours as well, nothing is reconstructed at year end — the figures a return rests on were built as the year went along, and they agree across entities.

Corporate tax

Returns and everything attached to them, across the structures we see most.

• Corporations — T2 and provincial returns
• Associated and connected corporate groups
• Professional corporations
• Partnerships and joint ventures
• Trusts and estates — T3 returns
• Not-for-profits and registered charities

Personal and shareholder tax

Shareholders, their families, and the returns that have to agree with the corporate side.

• Owner and family T1 returns
• Salary and dividend mix, and the TOSI rules that constrain it
• Capital gains, the lifetime capital gains exemption and property dispositions
• Newcomers to Canada and departing residents

Through the year, and through an audit

Instalments, processing reviews and information requests are handled as they arrive. Where the CRA or Revenu Québec opens an audit, you have someone who has sat on the taxpayer's side of one and knows what the questions are really asking.

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