Financial Statement Preparation & Compliance Support
We prepare financial statements and tax filings with attention to current CRA reporting requirements.
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why choose us
Proactive Filing Calendar Support
We maintain a proactive filing calendar for GST, T2, and T4/T5 returns with attention to stated CRA deadlines.
CRA Reporting Support
Our accounting team prepares financial statement preparation support with reference to current reporting requirements.
Client-Focused Approach
We discuss the prepared information with you to help clarify reporting items and business performance.
Year-Round Support
Compliance isn't a one-time event. We are available throughout the year to answer questions and handle CRA correspondence.
Comprehensive Compliance Solutions
Financial statement preparation, corporate filing coordination and records support organized for Calgary businesses.
financial statement preparation support
Prepare organized financial statements for management and stakeholder review, without assurance.
- Drafting Balance Sheet & Income Statement
- Financial statement preparation notes
- Organize information requested by lenders or stakeholders
Corporate Tax Returns (T2)
Accurate preparation and filing of your T2 Corporate Income Tax Return with attention to applicable requirements.
- Federal & Provincial tax filing
- Reviewing applicable deductions & credits
- Supporting informed tax decisions
GST Filing & Compliance
Organized management of sales tax records and GST filing requirements.
- Quarterly or Annual filing
- Reconciling ITC claims
- CRA audit support
T4 & T5 Slip Preparation
Prepare payroll and dividend reporting information for the applicable filing requirements.
- T4 slips for employees
- T5 slips for shareholder dividends
- Filing T4/T5 Summaries with CRA
CRA Correspondence Management
When authorized and within scope, we coordinate CRA correspondence and requested records.
- Responding to CRA review letters
- Organizing account questions and response information
- Documented follow-up for business owners
Corporate Minute Book Maintenance
Helping align corporate records with financial statements and tax filings.
- Annual return filing
- Dividend resolutions
- Updating corporate registries
How It Works
Data Collection
We securely collect your bank statements, invoices, and ledgers.
Analysis & Preparation
Our team organizes the supplied data into clear financial statements without assurance.
Review & Discussion
We review the draft with you to discuss reporting items, tax considerations, and business information.
Finalization & Filing
We electronically file your returns and provide you with a digital copy.
Results You Can Expect
T2 Filing With Attention To CRA Deadlines
Financial Statements Organized For Management And Stakeholder Review
Organized tax planning to support informed decisions
Clear Reports Prepared For Banks, Lenders, And Investors
Clear Visibility Into Reported Margins And Business Performance
Organized Records Prepared For Future Review
Sectors We Serve
Construction & Contractors
Dental Clinics
Physiotherapy & Massage Clinics
Wellness & SPA
Liquor Stores
Consultants & Recruiters
Food Service Businesses
Pubs & Catering Businesses
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