GET YOUR T2 FILLED ASAP!
I help Canadian corporations prepare and file accurate, CRA-compliant T2 returns, ensuring everything is completed correctly and on time.
From cleaning up bookkeeping records to preparing year-end adjustments, I handle the entire process so you can focus on running your business. Every Canadian corporation is required to file a T2 return annually, even if no tax is payable.
My tax filing process is designed to ensure accuracy, compliance, and a smooth experience from start to finish. I take a structured approach to minimize risk, identify opportunities, and ensure your filings are completed correctly and on time.
My Tax Filing Process
I begin by understanding your business structure, prior filings, and current financial records. This includes reviewing your trial balance, financial statements, and supporting documentation to ensure completeness and accuracy.
What this step includes:
Review of prior year tax returns (if available)
Collection of financial statements and supporting schedules
Identification of missing information or required adjustments
Assessment of tax risks and planning opportunities
Before preparing your tax return, I ensure your financial records are accurate and compliant with tax requirements.
This includes:
Review and adjustment of accounting records, if needed
Preparation of tax adjustments and year-end entries
Reconciliation of key balances such as revenue, expenses, and payroll
Ensuring proper treatment of deductible and non-deductible items
Your tax return is prepared in accordance with CRA requirements, ensuring accuracy and compliance.
This includes:
Preparation of corporate tax returns (T2) or applicable filings
Completion of supporting schedules and tax calculations
Ensuring compliance with federal and provincial tax regulations
Review for accuracy and completeness
Before filing, I review the return with you and explain key results so you fully understand your tax position.
This includes:
Summary of tax payable or refund position
Explanation of key adjustments and tax drivers
Opportunity to ask questions and clarify details
Final approval prior to submission
Once approved, I file your return with the CRA and provide ongoing support as needed.
This includes:
Electronic filing with the CRA
Delivery of final tax return and supporting documentation
Guidance on tax payments and deadlines
Support in case of CRA inquiries
MY WORKFLOW SOFTWARE
I use Assembly, a secure client portal and workflow management platform, to ensure all client work is organized, transparent, and delivered efficiently. This system allows for seamless communication, secure document sharing, and real-time visibility into the status of your work.
Client Portal & Workflow Management Powered by Assembly
Assembly enables a structured and professional experience, ensuring nothing is missed and deadlines are consistently met.
What This Means for You
Secure Document Sharing
Upload and access your financial documents through a secure portal, eliminating the risks of email attachments and ensuring your information remains protected.
Clear Visibility Into Work Progress
You can see exactly what stage your work is in, what has been completed, and what is pending — providing full transparency throughout the engagement.
Structured Requests & Organized Communication
All document requests and communication are centralized in one place, making it easy to respond and ensuring nothing gets lost in email threads.
Improved Efficiency and Faster Turnaround Times
With structured workflows and automated tracking, I am able to complete work more efficiently while maintaining accuracy and quality.
Centralized Access to Your Financial Records
Your documents, reports, and deliverables are securely stored and accessible whenever you need them.