Optimize your corporate structure for tax efficiency & profitability.
Fee: $15,000+ (One-Time Engagement)

• In-depth business tax review & restructuring recommendations

• Owner compensation strategy (salary, dividends, management fees)

• Income splitting, holding companies, & profit retention planning

• Corporate Tax Strategy Report summarizing recommendations

• 60 days of post-implementation support

Best For: Business owners looking to optimize their tax structure & reduce corporate tax liabilities.

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This service provides tax strategy and structuring recommendations. It does not include tax return filings, HST remittances, payroll compliance, or implementation services. If compliance support is required, it can be engaged separately.

Advanced financial strategy & ongoing tax planning—without hiring a full-time CFO.
Fee: $5,000 - $7,000 per month (Ongoing Advisory)

• Monthly or quarterly CFO strategy meetings

• Ongoing tax planning & optimization

• Cash flow forecasting & financial oversight

• Profit distribution and tax efficiency strategy

• Coordination with legal, investment, and financial teams

• Proactive tax compliance monitoring

• Monthly or Quarterly Reports including:

  • Cash Flow & Profitability Report

  • Quarterly Tax Optimization Summary

  • Owner Compensation & Distributions Review

  • KPIs & Financial Health Report (if applicable)

Best For: Business owners who need high-level financial strategy without an in-house CFO.

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This service provides strategic financial oversight and tax planning. It does not include tax return filings, HST remittances, payroll compliance, or implementation services. Compliance services can be engaged separately.

Expanding into the U.S. or Canada? Get your tax structure right from the start.
Fee: $12,500+ (One-Time Engagement)

• Cross-border tax compliance & entity structuring

• Tax treaty optimization & foreign tax credit planning

• Payroll tax & withholding strategy

• 60 days of post-implementation support

• ​Cross-Border Tax Strategy Plan summarizing entity structure, compliance checklist, and next steps

Best For: Business owners expanding internationally who want to minimize cross-border tax risks.

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This service provides strategic tax planning for cross-border businesses. It does not include tax compliance filings (T1, T2, 1040, 1120, HST, or state sales tax) or implementation services. Compliance support is available separately.

Preparing to sell, restructure, or transition ownership? Ensure a tax-efficient plan.
Fee: $15,000 - $25,000+ (One-Time Engagement)

• Business restructuring for tax optimization & liability protection

• Shareholder agreements & ownership transition planning

• Tax-efficient exit & succession strategy

• Coordination with legal & financial advisors

• ​Corporate Restructuring & Exit Plan summarizing restructuring recommendations, tax impact analysis, and legal coordination checklist

Best For: Business owners planning a sale, restructuring, or leadership transition.

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This service provides tax-efficient restructuring and exit planning recommendations. It does not include tax return filings, compliance reporting, or implementation services. Additional compliance support can be arranged separately.

Reliable tax compliance services for business owners who need expert preparation and filing support. Our compliance services ensure your business meets all filing requirements while keeping you in good standing with the CRA.

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Corporate Tax Filing (T2)
Fee: Starting at $2,500 per return

• Preparation and filing of corporate income tax returns

• Review of financials to ensure accuracy for tax reporting

• Filing with the CRA and confirmation of submission

Personal Tax Filing (T1) (For Business Owners & Shareholders Only)
Fee: Starting at $1,000 per return

• Preparation and filing of personal income tax returns

• Tax return optimization based on available deductions

• Submission to the CRA with confirmation

HST Filing & Payroll Compliance
Fee: Starting at $750 per return

• Filing of HST/GST returns based on reported sales and input tax credits

• Payroll remittance calculations and CRA reporting

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Important Notes

• Tax Compliance services are separate from tax strategy and planning. If you require restructuring, tax optimization, or financial strategy, please see our Corporate Tax Strategy & Business Structuring service.

• If your bookkeeping requires corrections before filing, a separate engagement may be required.

• Tax compliance services are available to business owners and corporate clients only.

Need both tax strategy and compliance?
Many of our clients engage us for both compliance and tax planning. If you need comprehensive tax support, we can create a custom engagement package that includes both services.

Book a Consultation to discuss your tax compliance needs today.