Personal and corporate tax, CRA audit and dispute help, bookkeeping, payroll, GST/HST, business registration, incorporation and fractional CFO advisory, for individuals and businesses in Toronto, Ontario and across Canada. Search the 25 services below, or book a free consultation to find the right fit.
Ideal for: Incorporated businesses, holding companies, professional corporations (medicine, law, dentistry), and startups filing their first T2.
Expert corporate tax return preparation including T2 returns, tax planning, and compliance services. We ensure accurate filing, optimize tax strategies, and maintain full compliance with corporate tax regulations. Professional guidance for all corporate tax matters.
What’s Included
Federal & Ontario provincial T2 corporate tax return e-filing
Small Business Deduction (SBD) optimization & active business income review
Capital Cost Allowance (CCA) depreciation pools & capital gains schedules
Notice to Reader / Compilation Engagement financial statements
Shareholder loan reconciliation and salary vs. dividend planning
Ideal for: Individuals, self-employed people, incorporated businesses and GST/HST registrants who have missed one or more years, or who have heard from the CRA.
We prepare and file overdue personal (T1), corporate (T2) and GST/HST returns, rebuild records that have gone missing, and deal with the CRA on your behalf once you authorize us. We also review the penalty and interest relief options that may apply, so you can get current and stay current.
What’s Included
Overdue personal (T1), corporate (T2) and GST/HST returns prepared and filed, oldest year first
Review of your CRA account: filing history, slips, assessments and notices (with your authorization)
Missing records rebuilt from CRA slips, bank and card statements and receipts
CRA letters and calls handled on your behalf once you authorize us
Review of any year the CRA has already assessed for you
Voluntary Disclosures Program and taxpayer relief reviewed for fit
Ideal for: Small and medium business owners, retailers, contractors, and service companies.
Complete bookkeeping services including accounts payable/receivable, bank reconciliation, financial statement preparation, and month-end closing. We maintain accurate financial records to help you make informed business decisions and ensure tax compliance.
What’s Included
Monthly, quarterly, and annual general ledger maintenance
Bank, credit card, and payment processor (Stripe/Square/Moneris) reconciliations
Accounts Payable (A/P) and Accounts Receivable (A/R) management
Trial balance generation, income statement, and balance sheet preparation
Cloud accounting system integration with QuickBooks Online and Xero
Year-end tax ready bookkeeping packages and financial binders
Ideal for: Employed individuals, self-employed freelancers, real estate investors, retirees, and families.
Professional personal tax return preparation including T1 returns, tax planning, and optimization strategies. We help maximize your deductions, ensure accurate filing, and provide year-round tax advice. Personal attention to your individual tax needs.
What’s Included
Employment income (T4) & investment income slips (T5, T3, T5008, T5013)
Self-employed and gig economy business statement preparation (Form T2125)
Rental property gross revenue and deductible expenses reporting (Form T776)
Foreign property reporting (Form T1135) and foreign tax credits
RRSP, FHSA (First Home Savings Account), childcare & medical expense claims
Prior year adjustments (T1-ADJ) and CRA Notice of Assessment review
Ideal for: Canadian employers with salaried, hourly, full-time, part-time, or seasonal staff.
Full-service payroll management including salary calculations, tax deductions, CPP/EI remittances, and T4 preparation. We handle all payroll compliance requirements and ensure timely remittances to CRA. Professional payroll services for businesses of all sizes.
What’s Included
Direct wage calculation, bonus structuring, and digital pay stub delivery
CPP, EI, and income tax source deduction calculation and tracking
Monthly CRA payroll deduction remittance schedules and filings
Ideal for: Founders raising capital, established businesses planning expansion, and leadership teams needing a working financial roadmap for growth, turnaround, or restructuring.
We develop rigorous, investor-grade business plans that translate vision into actionable financial strategy — combining operational modeling, capital strategy, and governance design into a working roadmap leadership can execute against.
Ideal for: Growing businesses that need senior financial leadership but aren't yet ready for a full-time CFO hire.
We function as an embedded strategic finance partner, not just an external advisor — improving financial clarity, strengthening decision-making, and aligning finance with business strategy for growing companies that need CFO-level judgment without a full-time hire.
What’s Included
Executive financial leadership and board-level advisory
Cash flow management and financial restructuring
Budgeting, forecasting, and enterprise FP&A frameworks
Ideal for: Businesses with gross annual revenues over $30,000, e-commerce sellers, and commercial landlords.
Professional GST/HST registration services including application preparation, business number registration, and ongoing compliance guidance. We help determine if registration is required and assist with all related documentation and filing requirements.
What’s Included
GST/HST account registration with Canada Revenue Agency
Monthly, quarterly, and annual GST/HST sales tax return preparation and filing
Input Tax Credit (ITC) calculation and maximum expense tax recovery
Quick Method of Accounting election and evaluation for small businesses
Cross-provincial sales tax rules (PST in BC/SK/MB, QST in Quebec)
Sales tax audit preparation, documentation organization, and CRA defense
Ideal for: Contractors incorporating for the first time, and partnerships converting to a corporation.
Complete Ontario incorporation services including federal and provincial incorporation. We handle all documentation, name searches, and filing requirements. Professional guidance throughout the entire incorporation process to ensure your business is properly established.
What’s Included
Ontario Provincial & Federal Corporation incorporation filing
Certified NUANS corporate name search and clearance reports
Articles of Incorporation and share structure design
Ontario Company Key retrieval and corporate profile reports
CRA Business Number (BN), corporate income tax, and payroll account setup
Ideal for: New businesses needing a municipal, provincial, or industry-specific license, and existing businesses renewing one that's expiring.
Professional assistance with business license applications including municipal licenses, professional licenses, and industry-specific permits. We help navigate the application process and ensure all requirements are met for your specific business type.
What’s Included
Review of which municipal, provincial, or industry-specific licenses apply to the business
License application preparation and submission
Renewal tracking so an existing license doesn't lapse
Assistance responding to a licensing body's request for additional information
Ideal for: Ontario corporations that need to file an annual return or manage their profile through the Ontario Business Registry online.
Get your Ontario Company Key to access online business services, file annual returns, and manage your business with the Ontario government. We assist with the application process and ensure you have all necessary documentation for seamless online business management.
What’s Included
Ontario Company Key request and retrieval
Setup for online access to the Ontario Business Registry
Guidance on using the Company Key to file annual returns and updates
Assistance if a Company Key is lost and needs to be reissued
Ideal for: Anyone incorporating a business or registering a business name who needs to confirm it's available first.
Professional NUANS (Newly Upgraded Automated Name Search) services to check business name availability across Canada. We conduct thorough searches to ensure your chosen business name is unique and available for registration. Essential for incorporation and business registration.
What’s Included
NUANS name search request and report
Review of the report for conflicting or similar existing names
Guidance on name requirements for incorporation vs. business name registration
Report provided in the format required for incorporation filings
Ideal for: Ontario corporations required to file an annual return to stay in good standing.
Professional annual return filing services to keep your business in good standing with the Ontario government. We handle all documentation, ensure timely filing, and maintain your business compliance. Essential for ongoing business operations.
What’s Included
Annual return preparation and filing with the Ontario Business Registry
Confirmation that corporate information on file is current (address, directors, officers)
Tracking of filing deadlines to avoid falling out of good standing
Assistance resolving a corporation marked as not in good standing
Ideal for: Individuals and businesses looking for general tax preparation support beyond a standard T1 or T2 filing.
Comprehensive tax preparation services for individuals, sole proprietors, partnerships, and corporations. Our experienced tax professionals ensure accurate filing, maximize deductions, and maintain full compliance with CRA requirements. Personal and business tax returns with expert guidance.
What’s Included
Review of prior-year returns and current tax documents
Preparation of the applicable federal and provincial tax filings
Identification of eligible deductions and credits
Electronic filing with the CRA and confirmation of acceptance
Ideal for: Individuals and businesses with unfiled returns, unreported income or an error on a past filing who want to correct it before the CRA contacts them.
We prepare the corrected returns and the CRA Voluntary Disclosures Program (VDP) application for people and businesses who want to put a past tax error right before the CRA finds it. We check whether the program fits, estimate what is owing, submit the application and handle the CRA's follow-up. The CRA decides every application.
What’s Included
Review of whether the Voluntary Disclosures Program fits your situation
Review of your CRA account: filings, slips, assessments and notices (with your authorization)
Corrected or missing returns prepared together, so the application is complete
Estimate of the tax, interest and penalties, and a plan to pay them
CRA form RC199 application prepared and submitted with your supporting documents
CRA acknowledgement, questions and decision handled with you
Ideal for: Individuals and businesses with CRA penalties or interest that came from illness, a family loss, a disaster, a CRA mistake or financial hardship.
We prepare taxpayer relief requests for people and businesses carrying CRA penalties and interest that were caused by events outside their control. We check which of the CRA's grounds fits, whether the years are inside the 10-year window, gather the evidence, write and submit the request, and follow it through. The CRA decides every request.
What’s Included
Honest review of whether a taxpayer relief request is worth making, and for which years
Review of your CRA account: balances, penalties, interest and notices (with your authorization)
Evidence checklist for your situation, and help collecting it
A clear, complete request prepared on the CRA's grounds and form RC4288
Request submitted to the CRA online or by mail after your approval
CRA follow-up handled, including a second review request if one is needed
Ideal for: Individuals and businesses that have received a CRA review letter, audit notice, request for records, proposal letter or notice of reassessment.
We help people and businesses respond to CRA reviews, audits, requests for records, proposal letters and reassessments. We explain what the letter means, organize and send the records requested, write the explanations, ask for more time when it is justified, and prepare a notice of objection if you disagree with a reassessment. We speak with the CRA for you once you authorize us. The CRA decides every outcome.
What’s Included
Plain-language review of your CRA letter: what it is, what it asks for and the dates that matter
Representation with the CRA once you authorize us
Records requested gathered, organized and checked before they are sent
Written explanations and replies to requests and proposal letters, with supporting proof
Extra time requested from the CRA when it is justified
Reassessment reviewed, with a notice of objection prepared if you disagree
Ideal for: Individuals and corporations that received a CRA notice of assessment, reassessment or determination they disagree with, including RRSP and TFSA over-contribution assessments.
We help people and businesses who disagree with a CRA notice of assessment, reassessment or determination. We confirm the deadline that applies to you, check whether an objection is the right route, write your facts and reasons with the supporting documents, file the notice through the CRA secure services once you authorize us, and deal with the Appeals officer. We also help with late objections and explain your options if you still disagree with the decision. The CRA decides every outcome.
What’s Included
Deadline check: the exact date that applies to your notice, confirmed first
Plain-language review of the notice and whether an objection is the right route
Notice of objection written with your facts, reasons and supporting documents
Notice filed through the CRA secure services once you authorize us, then tracked
Contact with the CRA Appeals officer on your behalf, and the documents they ask for sent
Decision explained, with your options and the Tax Court deadline if you still disagree
Ideal for: Individuals, businesses and directors who owe the CRA and have received a legal warning, a garnishment, a lien, a certificate of debt or a collections call.
We help people and businesses who owe the CRA and have received a legal warning, a requirement to pay, a certificate of debt or a collections call. We explain what the CRA can and cannot do, contact the collections officer for you once you authorize us, work out what you can afford to pay, set up and keep a payment arrangement, and look at an objection or a taxpayer relief request where the amount or the penalties are wrong. We also advise directors on payroll and GST/HST trust debts. The CRA decides every outcome.
What’s Included
Plain-language review of what the CRA sent, what it lets the CRA do and the dates that matter
Contact with the CRA collections officer on your behalf once you authorize us
A realistic payment proposal built from what you can afford to pay
Payment arrangement set up and kept on track
Objection or taxpayer relief request prepared where the amount or the penalties are wrong
Missing returns and unremitted payroll or GST/HST amounts dealt with so new debt stops building
Ideal for: People living outside Canada who have Canadian rental income, a property sale, work, a pension or investments in Canada, and people who have just left Canada.
We prepare Canadian tax returns for people who live outside Canada, or who have just left. We confirm whether you are a non-resident for tax, work out which Canadian income is taxed by withholding and which needs a return, prepare the non-resident return and the section 216 or 217 elective returns, handle the section 116 filing when you sell Canadian property, and prepare the return for the year you leave Canada. We work with clients in any country by phone, video and secure upload. The CRA decides every outcome.
What’s Included
Residency check, with a CRA residency opinion requested if it is unclear
Each source of Canadian income matched to the right rule, form and deadline, with your tax treaty checked
Non-resident return prepared, or the section 216 or 217 elective return where it saves tax
Property sales handled: Form T2062 filed around the sale, then the return
Return filed with the CRA and followed up if it writes back
Past non-resident years caught up, and refunds of excess withholding claimed where they apply
Ideal for: People who put more into an RRSP or TFSA than their limit or room allowed, who received a CRA notice about an excess amount, or who suspect they are over and have not filed.
We help people who have put more into an RRSP or a TFSA than the CRA allows. We confirm your RRSP deduction limit or TFSA room, rebuild the exact months of your contributions and withdrawals, work out the 1% monthly tax, help you take the excess out the right way, and file the T1-OVP or the TFSA return, now or for past years. Where the excess came from a reasonable error, we prepare the request asking the CRA to waive or cancel the tax, and we file a notice of objection in time when an assessment looks wrong. The CRA decides every outcome.
What’s Included
RRSP deduction limit and TFSA room confirmed, with the exact months of contributions and withdrawals rebuilt
The 1% monthly tax worked out, including the RRSP buffer and any exception that applies
The excess withdrawn properly: Form T3012A and the Form T746 deduction for an RRSP, the timing for a TFSA
The T1-OVP, or the TFSA return with Schedule A, filed on time or caught up for past years
A request to waive or cancel the tax prepared: Form RC2503 for an RRSP, a letter for a TFSA
CRA notices handled, and an objection filed within 90 days if an assessment looks wrong
Ideal for: Startups and existing businesses looking for guidance on financial, operational, or growth decisions.
Comprehensive business consulting services including business planning, financial analysis, growth strategies, and operational improvements. Our experienced consultants provide expert guidance to help your business succeed and grow in the competitive Ontario market.
What’s Included
Review of current business operations and financial position
Identification of areas for improvement or growth
Practical recommendations tailored to the business's stage and goals
Ideal for: Existing businesses that need to legally change their registered or corporate name.
Complete business name change services including documentation preparation, government filings, and notification requirements. We handle all aspects of changing your business name while maintaining compliance with provincial and federal regulations.
What’s Included
Name availability search for the new name
Preparation and filing of the name change documentation
Updating the business's registration or Articles of Incorporation
Guidance on notifying the CRA and other agencies of the name change
Ideal for: Business owners ready to formally close a corporation or registered business.
Complete business dissolution services including final tax returns, government notifications, and asset distribution. We guide you through the proper closure process to ensure all legal and tax obligations are met when closing your business.
What’s Included
Preparation of dissolution documents and filings
Guidance on final tax returns and CRA account closures
Notification requirements to relevant government agencies
Confirmation that the business is properly closed and in good standing at wind-up
Ideal for: New business founders, sole proprietors, and partnerships registering or renewing in Ontario.
Professional business registration services including sole proprietorship, partnership, and trade name registration. We handle all the paperwork and ensure your business is properly registered with the Ontario government. Fast, reliable, and affordable registration services.
What’s Included
Sole proprietorship, general partnership, and trade name registration
Business name renewal and Master Business Licence filing
CRA Business Number (BN) setup — income tax, payroll, and GST/HST accounts
Preliminary NUANS name search for sole proprietors and partnerships
Business licence and municipal permit guidance
Registered information updates and annual renewals
