Our Services

Everything your finances need,
under one roof

From personal tax returns to full corporate compliance and outsourced back-office support β€” we handle it all with accuracy, care, and 15+ years of CRA expertise.

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Corporate Tax Returns (T2)

Full T2 preparation for CCPCs, investment holding companies, and operating businesses.

  • Schedules 3, 6, 7, 21, 100, 125, 141
  • T1135 foreign income reporting
  • CCPC & holding company structures
  • CRA correspondence handled
Click to see our process β–Ύ
Our T2 Process
1
Intake & Review β€” You send us your year-end financials, bank statements, and prior year T2. We review and flag any missing items.
2
Bookkeeping Reconciliation β€” We reconcile accounts, post adjusting entries, and prepare trial balance and Schedule 100/125 GIFI mapping.
3
T2 Preparation in TaxCycle β€” We prepare all applicable schedules: S1 net income adjustment, S3/6/7 capital gains, S8 CCA, S21 resource deductions, RDTOH, CDA, and T1135 if required.
4
Partner Review β€” Pankaj or Rakesh personally reviews the return and working papers before sending to you.
5
Client Approval & E-File β€” You review, approve, and sign the T183. We e-file with CRA and confirm the submission number.
6
NOA Follow-Up β€” We review the Notice of Assessment and flag any discrepancies or CRA queries for you.
Get Started β†’
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Personal Tax Returns (T1)

Comprehensive T1 filing for individuals, employees, self-employed, and newcomers.

  • Rental & foreign income (NR4, T1135)
  • RRSP/TFSA planning
  • First-home buyer credits
  • Self-employed & gig income
Click to see our process β–Ύ
Our T1 Process
1
Document Checklist β€” We send you a personalised checklist: T4s, T5s, RRSP receipts, rental income records, investment slips, and any foreign income slips.
2
Income Review β€” We review all income sources β€” employment, self-employment, rental, capital gains, and foreign β€” to ensure nothing is missed or double-counted.
3
Deduction Maximisation β€” We apply every eligible deduction and credit: home office, vehicle, childcare, medical, RRSP, tuition, first-home buyer's amount, and more.
4
T1 Preparation & Review β€” Return is prepared in TaxCycle, reviewed by our team, and a summary is sent to you showing refund or balance owing.
5
E-File & Confirmation β€” You approve, we e-file via EFILE. CRA confirmation number is sent to you. Refunds typically arrive within 2 weeks.
Get Started β†’
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Bookkeeping & HST/GST

Cloud-based bookkeeping, bank reconciliation, and HST/GST return preparation.

  • QuickBooks, Zoho Books, Sage
  • Restaurant & ghost kitchen expertise
  • DoorDash, Uber Eats, Skip reconciliation
  • Accounts payable/receivable
Click to see our process β–Ύ
Our Bookkeeping & HST Process
1
Software Setup β€” We set up or take over your QuickBooks, Zoho Books, or Sage file, chart of accounts, and opening balances.
2
Monthly Transaction Coding β€” Bank statements and receipts are uploaded. We code every transaction to the correct account including HST/ITC split.
3
Bank Reconciliation β€” Monthly bank and credit card reconciliations are completed and signed off. Discrepancies flagged immediately.
4
HST/GST Return β€” We calculate HST collected, ITCs claimed, and prepare the return for your review before filing with CRA.
5
Month-End Package β€” You receive a monthly P&L, balance sheet, and cash flow summary β€” ready for business decisions.
Get Started β†’
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Payroll Services

End-to-end payroll processing and compliance for businesses across all provinces.

  • ROE preparation
  • T4 / T4A slip filing
  • PD7A CRA remittance tracking
  • Multi-province payroll compliance
Click to see our process β–Ύ
Our Payroll Process
1
Payroll Setup β€” We register your CRA payroll account, set up employee profiles with SIN, province, pay frequency, and tax elections (TD1 federal & provincial).
2
Each Pay Run β€” You send us hours or salary details. We calculate gross pay, CPP, EI, income tax deductions, and net pay for every employee.
3
Pay Stubs β€” Detailed pay stubs are prepared for each employee every pay cycle and sent to you for distribution.
4
CRA Remittances (PD7A) β€” We calculate the employer's CPP/EI contribution and prepare remittance amounts due to CRA β€” on time, every time.
5
Year-End T4 / T4A Slips β€” All T4/T4A slips prepared and filed with CRA by the February 28 deadline. Summaries and ROEs issued as needed.
Get Started β†’
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Business Incorporation & HST Registration

Start your business with the right federal or Ontario registration and a smart HST setup.

  • Federal & Ontario corporation registration
  • Business number & CRA program accounts
  • HST/GST registration and filing guidance
  • Input tax credit and HST refund support
Click to see our process β–Ύ
Our Outsourcing Process
1
Onboarding Call β€” We understand your firm's working paper standards, software, file formats, turnaround expectations, and review preferences.
2
Secure File Transfer β€” Client files are shared via ShareFile, SharePoint, or your preferred portal. NDA signed before any files are received.
3
Production Work β€” Our team prepares working papers, trial balance, T2/T1 schedules, and financial statements to your exact templates and formatting.
4
Quality Review β€” Every file is reviewed internally by our senior team member before delivery. We flag issues and queries clearly for your partner review.
5
Delivery & Turnaround β€” Standard 48-hour turnaround. Rush available. Weekly status updates sent automatically to your team.
Partner With Us β†’
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Tax Planning & Advisory

Strategic guidance on shareholder remuneration and corporate structuring.

  • Shareholder remuneration strategy
  • CDA & RDTOH optimization
  • Corporate wind-up advisory
  • Cross-border tax guidance (Canada–India)
Click to see our process β–Ύ
Our Tax Planning Process
1
Financial Picture Review β€” We review your corporate and personal income, retained earnings, RDTOH balance, CDA account, and family tax situation.
2
Remuneration Strategy β€” We model salary vs. dividend scenarios to find the optimal split that minimises combined corporate and personal tax.
3
Corporate Structure Review β€” We assess whether a holding company, family trust, or OPCO/HOLDCO structure benefits your situation.
4
Written Recommendations β€” You receive a clear written plan with projected tax savings, implementation steps, and timeline.
5
Implementation Support β€” We work with your lawyer or notary to implement structures, and update your T2/T1 filings accordingly.
Book a Planning Session β†’
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