Our Services

Comprehensive tax and financial services for individuals and businesses across Canada. All services available remotely in English, Mandarin, and Cantonese.

Personal Tax (T1)

Whether you have a simple return or a complex situation, we ensure you claim every deduction and credit available to you.

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What's included

Employment income (T4)
Investment income (T3, T5)
Rental property income
Capital gains and losses
RRSP and TFSA optimization
Medical expenses and charitable donations
Moving expenses
Work-from-home deductions

Corporate Tax (T2)

Complete corporate tax filing for Canadian corporations. We handle year-end financials, T2 returns, and CRA compliance so you can focus on running your business.

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What's included

Annual T2 corporate tax return filing
Year-end financial statement preparation
Corporate tax installment planning
Shareholder remuneration planning (salary vs dividends)
Small business deduction optimization
CRA corporate compliance
GST/HST filing for corporations
Corporate tax planning and restructuring

Self-Employed

Running your own business is hard enough. We handle the tax side so you can focus on growing your business.

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What's included

Sole proprietor tax filing
Business expense tracking
HST/GST registration and filing
Home office deductions
Vehicle expense claims
Quarterly installment planning
CRA correspondence support
Incorporation advice

Student Tax Filing

Don't leave money on the table. Students have access to unique credits and deductions that can result in significant refunds — even with little or no income.

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What's included

T2202 tuition credit claims
Scholarship and bursary income
Part-time and co-op work income
Moving expenses for school (40+ km)
Student loan interest deduction
Unused tuition credit transfers to parents
International student tax obligations
GST/HST credit application

Seniors & Social Assistance

Navigating taxes in retirement can be complex with multiple income sources and benefit programs. We ensure seniors and social assistance recipients claim every credit and maximize their government benefits.

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What's included

Pension income splitting with spouse
OAS and CPP/QPP optimization
Age amount and pension income credits
Disability tax credit (DTC) claims
Medical expense tax credits
GIS and social assistance benefit filing
Estate and final return preparation
Property tax and rent credits by province

Bookkeeping

Keep your finances organized year-round. We offer monthly and quarterly bookkeeping packages tailored to your business size.

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What's included

Monthly transaction categorization
Bank and credit card reconciliation
Accounts receivable and payable
Financial statement preparation
Year-end adjustments
CRA-ready record keeping
Cloud-based software setup
Custom reporting

Tax Planning

Don't wait until tax season. Proactive tax planning can save you thousands. We help you make smart decisions year-round.

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What's included

RRSP contribution strategies
TFSA optimization
Income splitting opportunities
Tax-efficient investment planning
Retirement income planning
Real estate tax strategies
Estate and succession planning
CRA audit preparation

Not Sure What You Need?

Contact us for a free consultation. We'll review your situation and recommend the right services.

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