Services
Owner-Manager & Complex Tax
Tax compliance connected to the decisions that create the tax.
Corporate tax is not separate from how an owner is paid, how cash is used, how the company is structured or
what happens next.
We connect the return to the business and owner decisions behind it. The objective is accurate compliance,
clear explanations and timely identification of matters that deserve further planning.
The work can include
- T2 corporate income-tax returns.
- Coordination between corporate and owner filings.
- Salary, dividends and shareholder-account considerations.
- Year-end tax estimates and instalment planning.
- Tax consequences of significant business decisions.
- CRA correspondence and issue resolution within an agreed scope.
- Cross-border interface matters.
- Tax considerations arising from succession, death or transition.
- Coordination with legal counsel on reorganizations or transactions.
Good fit
We work best with incorporated owners who provide reasonable records, value planning and are prepared to
address underlying accounting issues when necessary.
We do not offer bargain tax preparation or unsupported emergency turnaround.
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