COMING SOON
We are working on a new section that will be available soon!
Stay tuned for even more useful information on HR solutions.
Stay tuned for even more useful information on HR solutions.
Year-end Prep for Canadian Businesses.
✓ No hourly billing surprises ✓ For incorporated Canadian businesses ✓ Response within 24 hours
We prepare your financials for personal tax filing — clean books, verified data, and a CRA-ready package handed off to your accountant. Fixed pricing, no surprises.
T1 Personal tax return
For owners, directors & self-employed
CRA deadline tracking
We file on time, every time
COMING SOON
We are working on a new section that will be available soon!
Stay tuned for even more useful information on HR solutions.
Stay tuned for even more useful information on HR solutions.
What's included in Year-end Prep
We verify your GST/HST registration status and handle all quarterly filings — making sure you're compliant and never miss a CRA deadline.
Behind on your books? We restore and reconcile past periods so your financials are accurate and ready for filing — no backlog left behind.
We set up a simple, efficient accounting system tailored to your business — so your books are clean, structured, and ready for tax season.
Accounting System Setup
Catch-up Bookkeeping
GST/HST Registration & Filing
Up to 50 – 300+ tx/mo
Chart of accounts
Process setup
Past period recovery
Bank reconciliation
CRA-ready records
Registration check
Quarterly filings
CRA compliant
A one-time fixed fee to get your financials fully prepared for personal tax filing. All prices in CAD.
Year-end Prep Pricing
$500 – $800
One-time fee · Final price confirmed before we start
Full year financial review
Account reconciliation
CRA-ready data package
Income & expense verification
GST/HST data alignment
Handoff to your accountant
⚡ Get My Books Tax-Ready
Free estimate • No commitment
We’ll prepare everything for smooth tax filing
From first call to filed return — in 2 weeks
Ongoing Reporting (Monthly)
Ongoing Reporting
Return is e-filed with CRA. You receive confirmation and a copy of everything filed for your records.
4
Discovery Call (Day 1)
Discovery Call
You share your business type, fiscal year, and filing history. We confirm which returns are needed and the timeline.
You share your volume, headcount,
and filing needs. We confirm the right plan.
and filing needs. We confirm the right plan.
1
Access & Setup (Day 2–4)
Access & Setup
You provide financials, prior returns, and CRA notices. We review and flag anything missing before preparation starts.
Read-only access to your bank
and accounting software. We set up
the chart of accounts and payroll.
and accounting software. We set up
the chart of accounts and payroll.
2
First Month Cleanup (Day 5–10)
First Month Cleanup
We prepare the full return, review for deductions and risks, and send you a draft to approve before filing.
All transactions categorized
and reconciled. Any backlog resolved before the first report.
and reconciled. Any backlog resolved before the first report.
3
3 things from you. Everything else is on us.
We do the rest — clean and CRA-ready.
Prior year tax return (if available)
2
СRA notices and correspondence
СRA notices
and correspondence
and correspondence
3
Financial statements or bookkeeping records
Financial statements
or bookkeeping records
or bookkeeping records
1
Full review and reconciliation of your financials
GST/HST data alignment
CRA-ready data package prepared for your accountant
Yes. We handle prior year filings and T1 or T2 amendments. Late-filing penalties can be reduced by filing voluntarily — we'll advise on the best approach.
For T2: year-end financial statements, prior year return, and any CRA correspondence. For T1: T4s, T5s, receipts for deductions, and prior year NOA.
Yes. Your corporation files a T2 for its income, and you personally file a T1 for salary, dividends, or other personal income received from the business.
We work with QuickBooks Online, Xero, and Wave. If you're not yet on accounting software, we can help you get set up
on the right tool for your size.
on the right tool for your size.
The T2 must be filed within 6 months of your corporation's fiscal year-end. Any taxes owed are due within 2–3 months of year-end depending on your corporation type.
The T2 must be filed within 6 months
of your corporation's fiscal year-end. Any taxes owed are due within 2–3 months
of year-end depending on your corporation type.
of your corporation's fiscal year-end. Any taxes owed are due within 2–3 months
of year-end depending on your corporation type.
Yes. We handle bookkeeping
for businesses across Ontario, BC, Alberta, Quebec, and all other provinces — including HST, QST, and provincial payroll rules.
for businesses across Ontario, BC, Alberta, Quebec, and all other provinces — including HST, QST, and provincial payroll rules.
Can you file returns for prior years if we're behind?
What documents do I need to provide?
Can I switch plans as my business grows?
Do I need both a T1 and T2 if I own an incorporated business?
What is the deadline for filing a T2 corporate return in Canada?
Frequently Asked Questions (FAQ)
Let's discuss your Year-end Prep
Get expert guidance on what we need from you, pricing, and timeline — without commitment.