Your Consulting Firm

A no-charge 30-minute call to understand your situation and tell you honestly whether we are the right fit and what it would cost.

We prepare and file your T1 and TP-1, including self-employment, rental or investment income. Bring your slips and last year's notice of assessment.

Walk through your year-end financials and corporate tax return before filing, including salary versus dividend planning for the year ahead.

Decide whether to incorporate, federally or in Quebec, and how to set up shares, salary and the holding structure if you need one.

A short working session on your books: categorisation questions, receipts you are unsure about, and what the month actually looked like.

Build or revisit a retirement plan across RRSP, TFSA, corporate investment account and government benefits, with a written projection.

A working session to build a rolling cash flow forecast for your business and set aside the right amount for taxes each month.

You received a letter, a reassessment or an audit request. We read it with you and map out exactly what to send and by when.