Canada
CRA-compliant bookkeeping and tax services for Canadian businesses and incorporated professionals.
- Monthly bookkeeping in QuickBooks Online, QuickBooks Desktop, or Xero
- Bank & credit card reconciliations
- Monthly financial statements (P&L, balance sheet, cash flow)
- Accounts payable & receivable management
- GST/HST return preparation & filing
- Input tax credit reconciliation
- Provincial sales tax (PST/QST) filing where applicable
- CRA audit support for sales tax reviews
- T2 corporate tax return preparation & filing
- Year-end financial statement preparation
- Corporate tax planning & instalment calculations
- CRA correspondence & audit support
- T1 personal income tax filing
- Self-employment & rental income reporting
- Owner-manager remuneration planning (salary vs. dividends)
- Payroll processing via Wagepoint & other platforms
- Source deduction remittances
- T4 / T4A preparation & filing
- ROE preparation
- Incorporation guidance & company setup
- Forecasted financials & budgeting
- Cash flow management & advisory
- Business loan application financial packages
- Federal & provincial incorporation filing
- Articles of incorporation preparation
- Business number & CRA program account registration
- Minute book setup
- Articles of dissolution preparation & filing
- Final corporate tax return coordination
- CRA program account closures
- Final shareholder resolutions
- GST/HST account registration with CRA
- Filing frequency & method setup
- Guidance on voluntary vs. mandatory registration
- Salary vs. dividend planning for owner-managers
- Corporate structuring for tax efficiency
- Year-round tax planning, not just at filing time
USA
IRS-compliant bookkeeping and tax services for US-based businesses and self-employed professionals.
- Monthly bookkeeping in QuickBooks Online or Xero
- Bank & credit card reconciliations
- Monthly financial statements (P&L, balance sheet, cash flow)
- Accounts payable & receivable management
- Multi-state sales tax registration & filing
- Nexus review for e-commerce sellers
- Sales tax reconciliation & reporting
- Form 1120 & 1120-S preparation & filing
- Year-end financial statement preparation
- Corporate tax planning
- IRS correspondence support
- Form 1040 personal income tax filing
- Self-employment & Schedule C reporting
- Owner-manager compensation planning
- Payroll processing & tax deposits
- W-2 / 1099 preparation & filing
- Multi-state payroll compliance
- LLC / S-Corp / C-Corp formation guidance
- Forecasted financials & budgeting
- Cash flow management & advisory
- Business loan application financial packages
- LLC, S-Corp & C-Corp formation filing
- EIN (Employer Identification Number) registration
- State registration & registered agent guidance
- Operating agreement preparation
- Articles of dissolution preparation & filing
- Final corporate tax return coordination
- State & IRS account closures
- Final member/shareholder resolutions
- Multi-state sales tax permit registration
- Nexus determination for e-commerce sellers
- Filing frequency & method setup by state
- Entity structure planning (LLC vs. S-Corp vs. C-Corp)
- Owner compensation & distribution planning
- Year-round tax planning, not just at filing time
