Services
1. Tax Compliance
Accurate, timely filings for individuals, corporations, trusts, partnerships, and non-residents.
We prepare and file tax returns with precision, ensuring compliance with federal and provincial legislation while identifying opportunities for savings and optimization.
Our tax compliance services include:
- Preparation and filing of Personal Tax Returns (T1)
- Preparation and filing of Corporate Tax Returns (T2)
- Preparation and filing of Partnership and Trust Returns (T5013, T3)
- GST/HST and QST preparation and filing
- Cross-Border and Non-Resident Tax compliance (NR4, S216, S116)
- Departure tax and emigration filings
- Final returns for deceased individuals
- Second-look tax return reviews and diagnostics
- CRA account reviews (balances, instalments, notices)
Whether your situation is simple or complex, we make the filing process easy and stress-free.
2. Accounting & Financial Reporting
Clear, accurate financials that help you understand your business and meet your compliance requirements.
From day-to-day bookkeeping to year-end financial statements, we ensure your numbers are organized, accurate, and audit-ready.
Our accounting services include:
- Bookkeeping and general ledger maintenance
- Financial statement preparation and analysis
- Year-end adjustments and cleanup
- Cash flow and budgeting reports
- Cloud accounting system setup (QBO, chart of accounts design)
- Training and onboarding for business owners and staff
We help you build a strong financial foundation so you can run your business with confidence.
3. Tax Planning & Advisory
Strategic tax advice to help you grow, preserve wealth, and plan for the future.
We support individuals, families, and business owners with customized tax strategies designed to reduce tax, protect assets, and improve long-term outcomes.
Our advisory services include:
- Owner-manager compensation planning (salary vs dividends)
- Estate freezes and succession planning
- Trust planning and income splitting strategies
- Capital gains and investment planning
- RRSP, TFSA, RESP optimization
- Tax-efficient business reorganizations
- Shareholder remuneration strategies
- Corporate structuring for new and existing businesses
Whether you’re planning retirement, selling a business, or optimizing investments, we provide clarity and direction.
4. Payroll Services
Reliable payroll support for businesses of all sizes.
We manage your payroll processes to ensure your employees are paid accurately and all remittances are up to date with CRA and Revenu Québec.
Our payroll services include:
- Payroll setup and ongoing processing
- Calculation and remittance of payroll deductions
- Preparation and filing of year-end slips (T4, T4A, RL-1 if applicable)
- Record of Employment (ROE) preparation
- Payroll account registration and support
Your payroll is handled with compliance, accuracy, and care.
5. CRA Dispute Resolution & Audit Representation
Professional support and representation for your CRA or Revenu Québec matters.
Dealing with tax authorities can be stressful. We act on your behalf to manage correspondence, clarify issues, and negotiate favourable outcomes.
Our dispute support includes:
- Responding to CRA audit and review requests
- Preparing supporting documentation for all types of reviews
- Taxpayer Penalty & Interest Relief applications
- Voluntary Disclosure Program
We defend your position and help you achieve fair, efficient resolutions.
6. Business Registration & Corporate Compliance
Seamless support to help you start, structure, and maintain your business.
We help new and existing businesses stay compliant with federal and provincial requirements, ensuring their structure is properly maintained.
Our business registration services include:
- Federal and provincial incorporation
- GST/HST/QST/PST account registration
- Payroll account setup
Annual return filing - Startup advisory and structure selection
From incorporation to annual filings, we ensure your business is built on a compliant and efficient foundation.
Why Choose TaxWhiz
What sets us apart:
Transparent pricing with no hidden fees
Ready to Get Started?
Whether you’re filing a simple return, managing a corporation, or planning an advanced tax strategy, we’re here to help.