Tax Preparation

Core Services

Filing built for how your income actually works

From a family return to integrated corporate tax coordination.

Personal & Family Tax Returns

Maximizing every credit and deduction you're entitled to, not just the ones tax software prompts you for.

Medical expense optimization
Child care & family credits
Tuition & education transfers

Self-Employed & Sole Proprietor

T2125 filing and expense optimization for consultants, contractors, and freelancers.

Home office deduction calculations
Vehicle & business expense tracking
GST/HST registration & reporting

Corporate & Executive Coordination

Aligning your personal return with corporate income structuring, dividends, and salary planning.

Salary vs. dividend planning
Personal-corporate integration
Coordinated with your accountant

Why It's Different

More than software: a strategy, filed once a year

Tax software is built to file the year you had. It won't tell you that restructuring your RRSP contributions, timing a TFSA withdrawal differently, or adjusting how your insurance is structured could have lowered this year's bill, because it isn't looking at the rest of your financial picture.

Because we prepare your return and advise on your broader financial plan, we see the connections a once-a-year filing service doesn't: how your insurance, investments, and retirement accounts interact with your tax situation, and where there's room to plan ahead instead of just reporting what already happened.

Maximized CRA Deductions

A thorough review, not a checklist, to find every credit you qualify for.

E-File Processing

Secure electronic filing directly with the CRA: no paper, no delays.

Year-Round Support

Tax questions don't stop in April, and neither do we.

CRA Audit & Review Guidance

Support if the CRA follows up on a return we prepared, or a past one you filed elsewhere.

How We Work

A clear, transparent filing process

Four steps, from documents to filed return.

Secure Document Collection

We organize your T-slips, receipts, and business expense logs in one secure place.

Deduction & Credit Review

A thorough pass to uncover credits and deductions a generic filing often misses.

Preparation & Client Review

You see the completed return and understand every line before anything is filed.

E-Filing & Year-Round Planning

Electronic filing with the CRA, then a conversation about next year before this one's forgotten.

FAQ

Common questions about tax preparation

What documents do I need to provide for personal tax filing?

At minimum: your T-slips (T4, T4A, T5, T3, etc.), receipts for medical expenses, child care, tuition, and charitable donations, and last year's Notice of Assessment if you're a new client. Self-employed clients should also bring business income records and expense receipts. We'll send a specific checklist once we know your situation.

How do you help self-employed business owners reduce their taxable income?

By making sure every legitimate business expense is captured, such as home office use, vehicle costs, a portion of your phone and internet, and professional development, and by reviewing whether your income should flow through as a sole proprietor or whether incorporation would reduce your overall tax burden as your revenue grows.

Can tax preparation fees be deducted for business owners?

Partially. The portion of the fee that relates to preparing business, rental, or investment income can generally be deducted as an expense against that income. The portion covering a standard employment (T4) personal return typically isn't deductible. If you have both employment income and a side business, we can allocate the fee accordingly.

What should I do if the CRA contacts me about a past return?

First, confirm it's actually the CRA. Phone and email impersonation scams are common, and the real CRA won't demand payment by e-transfer, gift cards, or cryptocurrency, or threaten immediate arrest. Verify through your CRA My Account or by calling the CRA's published number directly. If it's a genuine review or audit request, don't respond alone. Bring us the notice and we'll help you respond accurately and on time.

Do I need to register for GST/HST as a sole proprietor?

Generally, once your worldwide taxable revenue crosses the CRA's small-supplier threshold, registration becomes mandatory rather than optional, and even below it, voluntary registration can make sense if you want to claim input tax credits on business purchases. We'll review your specific revenue and expense picture to tell you which situation you're in.

Tax season, without the stress or the guesswork.