Our service package for year-end services includes, but not limited to, the following:

  • Preparation of your Notice to Reader financial statements (if you require a Review Engagement, we will require further discussion)
  • T2 corporate tax return, partnership return, or T2125 business tax schedule (as applicable)
  • T5 investment income supplementary (if applicable)
  • Dividend and remuneration planning (if applicable)
  • Dividend resolutions (if applicable) 
  • Preparation of two T1 personal tax returns 
  • Year-end meeting (or what we actually call our inspiration session!)
 

Download a sample of material covered in an inspiration session!

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Basic Package

This package includes the items noted above including remuneration planning for T5’s and the personal tax returns for the business owners and spouses. Most importantly it also includes our year end inspiration session which is our opportunity to help your business grow!

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Inspiration Package

This package is intended for small business owners that want regular business coaching as well as run-of-the-mill support throughout the entire year. COMPLIMENTARY to this package is all the above. It is our intent to become your trusted advisors - your outside CFO - adding value at every turn!

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