Corporate structuring, tax planning, and full accounting services for professional service firms.
You're incorporated but haven't revisited your corporate structure or how you pay yourself in years
You're earning well but feel like you're paying more tax than you should be
You have a mix of project-based income, retainers, and contract work and your books don't reflect any of it clearly
You're growing your firm and thinking about bringing on partners, but don't know how to structure it
You're spending time on bookkeeping and admin when you should be focused on clients
Professional corporation setup or review of your existing structure to ensure it's optimized for your current situation.
Salary vs. dividends, shareholder remuneration, income splitting, and strategies tailored to professional income levels.
T2 returns for professional corporations and holding companies.
T1 returns covering professional income, investment income, and all applicable deductions.
Complete accounting management for your firm, bookkeeping, financial reporting, payroll, HST, and tax filing.
Financial statements prepared for lenders, partnership agreements, or regulatory requirements.
Structuring and managing the accounting for firms with multiple partners or shareholders.
Financial documentation and lender coordination for practice acquisitions, expansions, or equipment financing.
Tell us about your firm and how we can support your business.
We assess your situation and provide a clear scope and price.
We execute and deliver.
At higher income levels, incorporation provides significant tax deferral through the small business tax rate. Whether it makes sense depends on your income, expenses, and personal situation. We review your numbers and advise.
The optimal mix of salary and dividends depends on your personal tax bracket, RRSP room, CPP considerations, and family structure. We model different scenarios and recommend the approach that results in the lowest overall tax.
There are several ways to structure a multi-owner firm, separate professional corporations, a partnership, or a shared corporate structure. Each has different tax and liability implications. We advise on the right approach based on your situation.
Options include investing inside the corporation, paying down debt, distributing to shareholders through dividends, or planning for retirement. The right strategy depends on your goals and tax position. We review your situation and recommend the most efficient approach.
Yes. We offer end-to-end accounting, or you can choose individual services based on what your firm needs. We scope the engagement around your requirements.
Book a consultation to discuss your situation and how we can support you.
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