Four services, delivered as one integrated annual mandate.
CSRS 4200 compilation, T2/CO-17 corporate tax, T1/TP-1 personal tax, and structure advisory — coordinated together so no decision is made in a silo.
Year-End & Compilation
Compilation engagement (avis au lecteur) prepared under CSRS 4200, which has replaced the former 9200 standard since 2022. The compiled statements anchor the annual corporate file and support both corporate and personal tax filings.
What gets delivered
- Balance sheet and income statement compiled under CSRS 4200
- Disclosure note in compliance with the standard
- Reconciliation with the corporate tax return
- Bank- or lender-ready documents if required
- Annual follow-up on adjustments and reclassifications
Corporate Tax
Preparation of T2 (federal) and CO-17 (Quebec) returns, including the schedules relevant to a Canadian-controlled private corporation. Returns are prepared with compensation planning and long-term structural decisions in mind — not in isolation.
Included in the annual mandate
- Federal T2 and Quebec CO-17, with all applicable schedules
- Small business deduction (SBD) calculation and optimization
- Capital dividend account (CDA) and general rate income pool (GRIP) tracking
- Shareholder equity reconciliation
- Year-end planning to calibrate salary vs. dividends
- GST/QST tracking and instalment management
Personal Tax
Preparation of T1 (federal) and TP-1 (Quebec) returns for the principal shareholder, and for the spouse if they're a shareholder. Personal returns are integrated with the corporate file so that compensation, dividends, and advances stay coherent across both.
Included in the annual mandate
- Federal T1 and Quebec TP-1 for the principal shareholder
- Spouse returns if the spouse is a shareholder
- Optimal RRSP and TFSA contribution calculations
- Reconciliation of corporate and personal dividends
- Tracking of shareholder loans and taxable benefits
Structure Advisory
The advisory layer that sits on top of the annual cycle: structural decisions, compensation planning, buy-ins or sales, Holdco setup. One-time advisory mandates (outside the annual cycle) are priced individually.
Topics covered
- Annual Opco/Holdco structure review
- Salary vs. dividend planning
- Shareholder loans and repayment strategies
- Initial practice incorporation (one-time mandate)
- Holdco setup (one-time mandate)
- Buy-in or acquisition (one-time mandate)
- Succession planning and sale readiness (one-time mandate)