Home / Services / Personal tax and support

For owners

Personal tax and supporting services

The pieces around the corporation, kept under one roof so that nothing is planned in isolation.

One picture, not two

For an owner-manager, personal and corporate tax are two halves of the same plan. How you are paid, what your family members earn and when income is drawn all show up on personal returns. Preparing those returns alongside the corporate work means the plan made in the fall is the plan that gets filed in the spring.

Support that keeps year-end on track

Good year-end work depends on good records. For clients who need it, we provide payroll and bookkeeping support so the information is accurate and ready when it is needed. These are supporting services for our tax and year-end clients, scoped to what your business needs.

And because questions do not wait for year-end, our clients can raise them with us through the year, before a decision is made instead of after.

Who this is for

Owners and families of the businesses we work with, who want their personal and corporate affairs handled together.

Common questions

About personal tax and support

Do you prepare personal tax returns?

Yes. We prepare personal returns for the owners of the businesses we work with and their family members, so the personal filings reflect the corporate planning.

Can you look after payroll?

Yes. We can run payroll, handle source deduction remittances and prepare T4s at year-end.

Do you provide bookkeeping?

We provide bookkeeping support as a supporting service alongside our tax and year-end work. During discovery we look at how your records are kept today and recommend what, if anything, should change.

Start with a conversation.

Tell us about your business. We take the time to understand your needs before we propose anything.

Start a conversation