01
Accounting & Tax Preparation
Precision in every ledger
- Corporation Income TaxPreparation and filing of corporate T2 returns
- Payroll · GST · PST · HSTFull payroll and sales tax compliance
- Financial StatementsPreparation and professional presentation
- Custom Business PlansFor lenders, shareholders, and strategic partners
- Personal & Self-EmploymentT1 and T2125 income tax filing
- Bookkeeping AdvisorySoftware setup and ongoing advisory contracts
- Corporation RegistrationPayroll setup and pay stub processing
- Revenue & Expense AnalysisNet income analysis for tax planning
- Capital Structure AdviceOptimal debt and equity structure
- AR / AP AdvisoryAccounts payable and receivable guidance
- M&A · ConsolidationIntercompany reconciliations, foreign ops, hedging
02
Financial Planning
Strategy for legacy capital
- Financing & Borrowing StrategiesFinancing or borrowing strategies for businesses
- IPO AdvisoryExpanding and transforming from private to public
- Individual Pension Plan (IPP)IPPs for professionals and business owners
- Investment PlanningStrategic investment planning aligned with your financial goals
- Corporate Tax DeductibilityGetting the most from your corporation
- Expense Conversion StrategyConverting non-deductible to deductible expenses
- Tax-Efficient WithdrawalsWithdraw from corporations with minimal tax
- Estate Transfer & BuyoutsFunding buyouts for deceased / departing shareholders
- Estate PlanningTrusts and tax strategies for wealth transfer
- Risk Management AnalysisPersonal and business corporation risk assessment