For new corporate clients. Book a free 15-30 minute DISCOVERY call  to review your accounting and tax setup and ensure you're on the right track.

• Review your business structure and goals
• Discuss opportunity to optimize bookkeeping, payroll, and HST report.
• Identify tax deductions and common pitfalls
• Leave with a simple action plan for the next 3-6 months

Get your personal taxes filed accurately and on time. We ensure you receive every deduction you’re entitled to.

• All income sources covered: T4s, self-employment, investments, rentals, foreign income
• Maximize refunds with thorough credit and deduction reviews
• Support provided for all CRA questions, reviews, or letters
• Optional review of last year’s return for missed opportunities
  

Regular check-ins to keep your business on track - financially, operationally, and from a tax perspective.

• Monthly, quarterly, or annual review meetings
• Walkthrough of financial results and key metrics
• Proactive tax planning and cash flow guidance
• Identify risks, savings, and growth opportunities

We handle the full setup so you can focus on running your business, not the paperwork.

• Name search and federal/provincial incorporation
• Help choosing the right share structure
• CRA account setup (HST, payroll, corporate tax)
• Clear next steps for bookkeeping and ongoing compliance