Your company's year-end and your own tax return, kept by the same person.
A three-person firm for incorporated small businesses, sole proprietors and the people who own them. We close the year, file the T2 and the HST, run payroll, and prepare the owner's personal return with the company's numbers already open on the desk.
What we look after
Most clients have two files with us: the company's and their own. Whoever closes your company's year also prepares your personal return, so the salary or dividends you took, the shareholder loan and the truck bought through the business are read the same way in both.
-
1000
Business year-end and tax
The year-end close, the statements that go with the T2 corporate return, HST filings and bookkeeping clean-up for incorporated businesses.
from$2,200
-
2000
Personal tax
Returns for owners and their families, with sole proprietor income, rental properties and instalments handled in the same file.
from$175
-
3000
Payroll
Monthly or bi-weekly pay runs, source deduction remittances, T4 and T5 slips at year-end, and ROEs when someone leaves.
from$65/mo
The year at a glance
Every client gets these dates in a calendar we send each January, with their own company's dates added in.
- JanEarlyYour key-dates calendar goes out
- FebLast dayT4 and T5 slips and summaries filed
- Mar15First personal instalment
- Apr30Personal returns filed, balances paid
- Jun15Self-employed returns filed
- Sep15Third personal instalment
- Dec15Last personal instalment
- Monthly15thPayroll source deductions remitted
Corporate dates follow your own year-end: any balance is due two or three months after it, the T2 six months after. A deadline that lands on a weekend or holiday moves to the next business day.
Getting started
No forms full of numbers up front. A conversation first, then a written quote, then one person who keeps your file for as long as you're with us.
- This week
A first call
Send the short form or phone us. We set up a 20-minute consultation by phone or at the office, at no charge, to hear what you need and what's been done so far.
- Before any work
A written quote
If it's work we do, you get an engagement letter with the fee and a list of what to bring. Nothing starts until you've signed it. If it isn't, we tell you who to ask instead.
- Every January
One person, all year
The same person keeps your company's file and your own. Each January your calendar of dates arrives, with a reminder a few weeks before each one.
Who you'll deal with
Three of us in one office on Halyard Row. You'll always know who has your file.
Colette
Corporate year-ends, T2 returns and owners' personal returns
Arjun
Personal returns, sole proprietors and payroll
Wren
Office manager: intake, documents and the January calendars
Tell us what needs looking after
A short form or a phone call. We'll set up the first conversation and send a list of what to bring.
General information only, not professional advice; contacting us does not create a client relationship.