Services

Tax, bookkeeping and payroll services

Every engagement starts with a free consultation and a written quote, so you know the cost before any work begins.

Personal tax returns (T1)

For employees, students, seniors and families. We review your situation, claim the credits and deductions you're entitled to, file electronically, and explain your refund or balance in plain language.

Start your T1 client form

What to bring

  • T4, T4A, T5, T3 and other slips
  • RRSP and FHSA contribution receipts
  • Tuition (T2202), medical, donation and childcare receipts
  • Last year's Notice of Assessment

Self-employed & rental income

For contractors, truck and rideshare drivers, sole proprietors and landlords. We prepare your business and rental statements, claim eligible expenses, and help you plan for tax instalments so April doesn't bring a surprise.

Includes

  • Business income and expenses (T2125)
  • Rental income and expenses (T776)
  • Vehicle and home office claims
  • GST/HST registration advice

Corporate tax & year-end (T2)

For small and owner-managed corporations. We prepare your year-end financial statements and T2 return, and help you think through how to pay yourself, through salary, dividends or a mix of both.

Start your T2 client form

Includes

  • Year-end financial statements (ASPE)
  • T2 corporate income tax return
  • T4 and T5 slips for owners
  • Salary vs. dividend planning

Trust & estate returns (T3)

For executors settling an estate and trustees of family trusts. We prepare the T3 return and the T3 slips for beneficiaries, and help with the deceased's final return and CRA clearance certificates.

Start your T3 client form

Includes

  • T3 trust or estate return
  • T3 slips for beneficiaries
  • Final T1 return for the deceased
  • Clearance certificate requests

T5 slips (dividends & interest)

If your corporation paid dividends to its shareholders, or interest to anyone, it must issue T5 slips and file a T5 Summary each year. We prepare and file them on time, and help sort eligible from non-eligible dividends.

Start your T5 client form

Includes

  • T5 slips for each recipient
  • T5 Summary filed with the CRA
  • Eligible vs. non-eligible dividends
  • Dividend resolution guidance

Starting a business, incorporation & annual reports

Thinking of incorporating, or starting out as a sole proprietor or partnership? We explain the tax side of each option, gather the information needed, and work with your lawyer to complete the incorporation. We then set up your CRA accounts and keep the company in good standing by filing its annual report every year.

Start your business setup form

Includes

  • Tax side of choosing a structure
  • Incorporation details gathered and coordinated with your lawyer
  • Business Number, GST/HST, PST and payroll accounts
  • BC annual report filed every year

Bookkeeping

Monthly or quarterly bookkeeping so your records are always up to date, your sales tax returns are easy, and year-end is quick. Behind on your books? We also do catch-up bookkeeping.

Includes

  • QuickBooks Online, QuickBooks Desktop and Sage 50
  • Bank and credit card reconciliations
  • Accounts payable and receivable
  • Monthly financial reports

Payroll

Accurate, on-time payroll for small businesses with one employee or many. We calculate deductions, prepare pay stubs and handle your CRA remittances and year-end slips.

Includes

  • Pay runs and pay stubs
  • CPP, EI and income tax deductions
  • Source deduction remittances
  • T4 slips and summary, records of employment

GST/HST & PST returns

We help you register when you need to, file on time, and claim the input tax credits you're entitled to, whether you file monthly, quarterly or annually.

Includes

  • GST/HST registration
  • GST/HST returns and input tax credits
  • BC PST registration and returns

Newcomers to Canada

Your first Canadian tax return is different. We explain how residency works in your first year, help you apply for the benefits you may qualify for, and make sure foreign income and property are reported correctly.

Includes

  • First-year (part-year resident) returns
  • Canada Child Benefit and GST/HST credit applications
  • Foreign income and foreign tax credits
  • Foreign property reporting (T1135)

CRA letters & late returns

Got a letter from the CRA, or haven't filed for a few years? Don't ignore it. We'll help you understand what's being asked, gather the right documents and get your filings up to date.

Includes

  • Review and information requests
  • Reassessments and adjustment requests
  • Filing returns for past years

Not sure what you need?

Tell us about your situation and we'll send a clear written quote.

Book a free consultation