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Development preview · Tax Plan coming soon · Client intake by assigned account
Corporate services
Support for the work behind your business. A practical service menu for starting, organizing, and developing your business. Every engagement begins with an agreed scope.
01 Business registration Get organized for a new business. We help identify the registration steps and information needed for your chosen structure.
Business details and goals Registration checklist Agreed filing support Discuss this service ↗ 02 Bookkeeping Keep business records organized and easier to understand. Scope and frequency are tailored to your transaction volume.
Record organization Account reconciliation Periodic reporting Discuss this service ↗ 03 Tax planning & preparation Discuss your filing needs, prepare a document checklist, and agree on the returns and support included.
Personal and business tax needs review Document checklist Filing scope and timeline Discuss this service ↗ 04 Compliance support Bring more structure to recurring business administration and agreed compliance tasks.
Obligation checklist Deadline planning Document organization Discuss this service ↗ 05 Web development Create a professional online presence with clear content, usable navigation, and a design suited to your business.
Website structure Responsive design Launch planning Discuss this service ↗ 06 Ongoing business support Combine selected services into a defined engagement as your business develops.
Priority review Service coordination Scheduled check-ins Discuss this service ↗ Service availability, jurisdiction, qualifications required, government charges, third-party fees, and the final scope are confirmed before engagement. No outcome or tax saving is guaranteed.
What do these short forms mean? Tap an underlined short form on the page, or choose a term below. You can close its explanation and continue where you left off.
ACCB — Affordable Child Care Benefit AFNI — Adjusted family net income BC — British Columbia CAD — Canadian dollars CCB — Canada Child Benefit CDCP — Canadian Dental Care Plan CPP — Canada Pension Plan CRA — Canada Revenue Agency CWB — Canada workers benefit DTC — Disability Tax Credit EI — Employment Insurance FCAC — Financial Consumer Agency of Canada FHSA — First Home Savings Account GIS — Guaranteed Income Supplement GST — Goods and Services Tax HST — Harmonized Sales Tax MSO — Medical Services Only OAS — Old Age Security PST — Provincial Sales Tax RAP — Rental Assistance Program RRSP — Registered Retirement Savings Plan SIN — Social Insurance Number T4 — Statement of Remuneration Paid T5 — Statement of Investment Income TFSA — Tax-Free Savings Account
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