Services

Year-end, without the scramble

We prepare your year-end financial statements and corporate tax return, file them on time, and explain what they mean for you as the owner.

What's included

  • Year-end adjusting entries and financial statements
  • T2 corporate income tax return, prepared and filed
  • Schedules and slips your corporation needs
  • Salary and dividend planning with you as the owner
  • Shareholder loan and owner-draw clean-up
  • A walk-through of the results, in plain English

How it works

Three steps, then back to work

  1. Book a call

    Pick a time that suits you. We meet online or in Devon. Your choice, even after you hire us.

  2. Hand it over

    Share everything through our secure client portal. No piles of email attachments.

  3. Get back to work

    We keep the books, run payroll and file on time, and tell you what the numbers mean.

Guides

Corporate year-end & taxManufacturing

Paying yourself and your family from a manufacturing company

In a family-run manufacturer, paying a spouse, son or daughter can make sense. But dividends to family members are caught by the tax on split income rules unless an exception applies. Here's how salary, dividends and TOSI work, with a family example.

Corporate year-end & taxTrucking & transportation

Should an owner-operator incorporate?

Incorporating can cut an owner-operator's tax while they build up money in the business. It also adds cost and paperwork, and for drivers who work for just one carrier it can backfire badly. Here's how to tell which side of the line you're on.

All corporate year-end & tax guides

Common questions

What do you need from me at year-end?

If we keep your books through the year, very little. Otherwise we'll send a short checklist of statements and documents to upload to our secure portal.

Can you file returns for past years?

Yes. If your corporation is behind on filings, we'll get it caught up.

Can you do my personal return as well?

Yes. Many owners have us do both, so the corporate and personal sides are planned together.

I've used them for a few years now for both my personal and business taxes and they always do a great job!

5 out of 5 stars, Karunesh Saroyavia Facebook

Get started

Let's take it off your plate.

A free 20-minute call. No pressure, no jargon. Just a straight answer on how we can help.

Prefer to drop in?
29 Huron St, Devon, AB

Monday – Thursday
9:00 AM – 5:00 PM
Friday – Sunday
Closed