Our Services

Bookkeeping & Tax Compliance

Bookkeeping and tax compliance support for small businesses, self-employed individuals

and corporations, including GST/HST and QST filing support, payroll-related records and

compliance support, personal and corporate income tax filing support, annual compliance

filings, and routine tax administration support.

We provide ongoing bookkeeping and tax compliance support for Canadian and Québec

small businesses, self-employed individuals and corporations.

Services may include:

• source-document and receipt organization

• transaction categorization

• journal entries

• general ledger maintenance

• bank and credit-card reconciliations

• accounts receivable and accounts payable bookkeeping

• year-end bookkeeping cleanup

• and preparation of working papers for tax filing purposes

Depending on the client’s needs, we can also assist with:

• GST/HST and QST returns

• payroll calculations and source-deduction compliance

• annual information returns such as T4 and RL-1 slips

• individual T1/TP-1 income tax returns

• and corporate T2/CO-17 income tax returns

Additional support may include:

• routine CRA and Revenu Québec correspondence

• authorized assistance with tax accounts

• supporting-document and filing support for routine tax credits and deductions

• and administrative assistance with federal corporate annual returns and Québec

annual updating declarations

Our services are designed for small businesses and self-employed professionals that need

organized books, timely tax compliance and reliable day-to-day financial administration.

Day-to-day accounting records, general ledger and subsidiary ledgers, bank and credit card

reconciliation statements, accounts receivable and accounts payable schedules, GST/HST

and QST return working papers and filing records, payroll and source deduction records,

annual information return documentation including T4/RL-1, income tax return working

papers and filing records, and year-end accounting and tax filing package.

Scope & Professional Boundaries

Audit engagements, review engagements, external-use compilation engagements,

assurance services, legal opinions and corporate reorganization legal documents are

outside the scope of these services. Where appropriate, matters may be referred to a CPA,

tax specialist or lawyer.