Bank & credit card reconciliations in Niagara
Cloud accounting (QBO / Xero)
Financial statements preparation
AR & AP management in Niagara
Monthly cash flow reporting
Receipts & expenses tracking (Dext)
Bank feed setup & clean-up in Niagara
Ledger audit reviews
CRA Compliance Focus: We guarantee fully optimized corporate/individual deductions, complete trial balance verification, and robust audit trail protection for all Niagara businesses.
T2 Corporate Tax Return filing
Corporate tax planning & structure in Niagara
Active & passive income allocation
CRA audit defense representation
Federal & provincial tax filing in Niagara
Shareholder loan monitoring
Loss carry-back/carry-forward
Corporate structure optimizations in Niagara
CRA Compliance Focus: We guarantee fully optimized corporate/individual deductions, complete trial balance verification, and robust audit trail protection for all Niagara businesses.
Direct payroll processing & stubs
T4/T5 slip compilation & filing
Salary vs. dividend optimization in Niagara
Source deduction remittances
Employee vs. contractor review
EHT & workers' comp reporting in Niagara
Year-end T4/T5 summary reports
Record of Employment (ROE)
CRA Compliance Focus: We guarantee fully optimized corporate/individual deductions, complete trial balance verification, and robust audit trail protection for all Niagara businesses.
Financial forecasting & projections in Niagara
Unit economics & margin analysis
Multi-entity cash flow modeling
Mergers & acquisitions reports in Niagara
Strategic growth planning
Budgeting & variance analyses
Business valuation models in Niagara
Board & stakeholder reports
CRA Compliance Focus: We guarantee fully optimized corporate/individual deductions, complete trial balance verification, and robust audit trail protection for all Niagara businesses.
NTR compilation reports
Review & compilation engagements in Niagara
Corporate year-end adjustments
Bank compliance packages
Compiled balance sheets in Niagara
Notes to financial statements
Trial balance verification
Adjusting journal entries in Niagara
CRA Compliance Focus: We guarantee fully optimized corporate/individual deductions, complete trial balance verification, and robust audit trail protection for all Niagara businesses.
T1 returns for owners & partners
Sole proprietor business T2125
Rental property & capital gains returns in Niagara
Family tax splitting strategies
Registered plans (RRSP/TFSA)
Medical & donation tax credits in Niagara
Voluntary disclosures & claims
E-file submission confirmation
CRA Compliance Focus: We guarantee fully optimized corporate/individual deductions, complete trial balance verification, and robust audit trail protection for all Niagara businesses.
GST/HST/PST netfile returns in Niagara
Input Tax Credit (ITC) optimization
Provincial sales tax audit defense
Mixed-use asset ITC allocations in Niagara
E-commerce sales tax filings
Real estate purchase tax rebates
CRA sales tax dispute responses in Niagara
Multi-province compliance checks
CRA Compliance Focus: We guarantee fully optimized corporate/individual deductions, complete trial balance verification, and robust audit trail protection for all Niagara businesses.
T1044 NPO Information Return
T3010 Registered Charity Return in Niagara
Gift tool receipt compliance
Funding & grant tracking
Board audit assistance & report in Niagara
Non-profit status preservation
Deferred contribution books
GST/HST public service rebates in Niagara
CRA Compliance Focus: We guarantee fully optimized corporate/individual deductions, complete trial balance verification, and robust audit trail protection for all Niagara businesses.
T5013 Partnership Return filing
Partner capital account tracking
Adjusted Cost Base (ACB) calc in Niagara
Allocation of partnership income
Partnership agreement tax review
T5013 slip prep for partners in Niagara
Dissolution & winding-up support
Multi-tier partnership reporting
CRA Compliance Focus: We guarantee fully optimized corporate/individual deductions, complete trial balance verification, and robust audit trail protection for all Niagara businesses.