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Let's Schedule a Consultation
Business tax returns require a deeper dive into your operations—let's discuss your business structure and opportunities to minimize your tax burden.
What to expect on our call
Discuss your business structure and income sources
Review business expenses and CCA eligibility
Confirm document requirements (invoices, receipts, payroll)
Explore tax planning opportunities for your business
Set up your client portal access
Documents to Prepare
Have these ready for your consultation
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Business financial statements (P&L, balance sheet)
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General ledger and trial balance
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Bank statements and reconciliations
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Invoices and sales records
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Expense receipts and documentation
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Payroll records and T4 summaries
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CCA details and asset registers
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HST/GST records and filings
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Prior year tax return