For Businesses

• GST/HST Filings: Monthly, quarterly, or annually based on your reporting period.
• Payroll Remittances: Monthly or quarterly, depending on your remitter type.
• Corporate Tax Returns (T2): Six months after the end of your corporation's fiscal year.
• T4 and T5 Slips: Must be filed by the last day of February each year.
• Corporate Tax Payments: Due two months after the end of the fiscal year, or three months for eligible small CCPCs.

For Individuals

• Personal Tax Returns (T1): Due by April 30 each year.
• Sole Proprietors: Due by June 15 each year.
• Balance Owing: Due by April 30
• Quarterly Installment Payments: March, June, September, and December.
• RRSP Contributions: Deadline is 60 days after the end of the tax year.
• Canada Child Benefit and GST/HST Credit: Calculated based on your annual tax return.
• Deceased Person’s Returns: Due dates vary based on the date of death.

Incorporating a trust into your business structure can be beneficial in several scenarios: Succession planning (to ensure a smooth transition of ownership and management), asset protection (shiels business assets from personal liabilities and creditors), tax efficiency (offers potential tax advantages by optimizing income distribution and leveraging tax exemptions, estate planning (facilitates the transfer of business assets to future generations with minimal tax implications)

Having excess cash in your business presents an opportunity to invest in growth or improve financial stability. Each business is unique, but we usually look at options such as reinvesting in the business, paying down debt, distributing dividends, investing in real estate or corporate life insurance. Our advisors can help you develop a strategy that aligns with your business goals and maximizes the return on your excess cash.

Innovation and tax planning is at the core of what we do. Each business is different; however, our approach focuses on identifying weaknesses and business strengths though financial planning and analysis. We employ technology integration, cash flow optimization, and long-term planning to look for opportunities of expansions. But most of all, we make sure that the accounting process is easy and pain free, so you can worry less about the daily roadblocks and think about growth that really matters.

• Our business affiliations with leading industry professionals bring significant advantages to you as a client;
• Up-to-Date Knowledge: We stay current with the latest financial regulations, standards, and best practices.
• Access to Resources: We leverage a wide range of tools and expertise from our network to provide comprehensive solutions.
• Professional Standards: Our affiliations ensure adherence to high ethical and professional standards, delivering top-quality service.
• Innovative Solutions: We benefit from shared innovations and insights, which we apply to help your business thrive.

We provide specialized services for businesses operating internationally, including cross-border tax planning, compliance with international tax regulations, and strategies to minimize global tax liabilities. Our expertise ensures that you navigate the complexities of international operations smoothly and profitably.

Outsourcing your accounting functions to us provides access to expert financial management without the overhead of maintaining an in-house team. This allows you to focus on core business activities while benefiting from accurate bookkeeping, timely financial reporting, and professional advice, ultimately leading to cost savings and improved efficiency.

Corporate life insurance allows you to tap into the accumulated insurance value and reinvest it, essentially enabling double investment: you accumulate value in the life insurance policy while also accessing funds to invest in other appreciating assets. This strategy is particularly beneficial for businesses with excess cash, maximizing the growth potential of your financial resources.