Canadian Corporate Tax & Owner-Manager Planning
Corporate Tax & Planning in Canada
CPA-led corporate tax returns and practical planning for private companies and their owners. We connect the company’s filings, financial records and business decisions with the owner’s personal tax position.
Who We Help
Tax support for the business and its owners
We work with owner-managed businesses, incorporated professionals, private companies and holding companies seeking careful compliance and advice grounded in their circumstances.
Established companies preparing annual returns and planning ahead of the next year-end.
Owners who want corporate and personal tax decisions considered together.
Businesses with shareholder transactions, investments, growth plans or changes in ownership.
Companies needing a clear assessment of incomplete records, missed filings or cross-border matters.
Corporate Tax & Planning Services
Reliable filings. Considered decisions.
The engagement is tailored to your company, its records and the decisions ahead. We agree the filings, advisory work and responsibilities before work begins.
T2 corporate tax returns
Preparation and filing of Canadian corporation income tax returns and agreed supporting schedules, with a review of relevant financial records, prior filings and tax balances.
Year-end tax planning
Review of expected results, business expenditures, investments, losses and upcoming transactions to identify matters that need attention before decisions are made.
Owner remuneration
Consideration of salary, dividends, shareholder balances and personal cash needs as part of the combined corporate and owner tax position.
Accounting and filing coordination
Bookkeeping review or reconstruction, payroll support and compilation engagements where included in scope. We can coordinate with your existing bookkeeper or finance team.
Ownership and business changes
Tax planning support for incorporation, growth, succession and proposed transactions, with legal, valuation or other specialists involved where required.
Prior-year and cross-border matters
Assessment of outstanding corporate returns, foreign activities and related reporting needs, with a separate scope where specialist review is required.
A Coordinated View
Connect the company return with the owner’s plans
Corporate tax decisions can affect the owner and family. Our CPA team considers the business facts alongside personal income, investment activity, cash requirements and future plans.
For the owner’s personal return and related planning, see our Personal Tax & Planning service.
For broader family matters, explore our High-Net-Worth & Family Tax Advisory. For an introduction to the planning issues, read our Canadian tax-planning guide.
Start with the decision, records and deadline.
A current-year return, a planning review and a prior-year correction may need different work. We clarify what is required and who is responsible for each step.
If filings are overdue, see our Past Personal & Corporate Tax Returns service. If operations connect Canada and the UAE, see our Canada–UAE advisory service.
How We Work
A clear process from enquiry to agreed work
Understand the situation
Discuss the company, year-end, filing position, available records and the decision or deadline prompting your enquiry.
Agree scope and fees
Confirm the deliverables, records needed, responsibilities and timing in a written engagement before starting.
Prepare, review and explain
Complete the agreed work, discuss material findings and identify practical follow-up items for the company and its owners.
Common Questions
Before you enquire
Can you handle both our corporate and personal returns?
Yes. We can scope the company and owner returns together so relevant information is coordinated. Trusts, related companies, prior years and foreign reporting are assessed separately where needed.
Can we keep our existing bookkeeper?
Yes. We can work with your bookkeeper or internal finance team and agree the records, reconciliations and responsibilities needed for the engagement. Any clean-up or reconstruction work is scoped explicitly.
Can we start with a planning review?
Yes. Tell us the decision you are considering, the entities involved and the expected timing. We assess the information needed and propose a review scope; implementation and legal documentation may require separate work.
What should we include in an initial enquiry?
Include a brief description of the business, its province, number of companies, fiscal year-end, years to be filed and any immediate deadline. Mention whether you need compliance, planning or both. Keep the initial message high level; sensitive records can be requested through an agreed secure channel.
Discuss your company’s tax and planning needs
Tell our CPA team where the company stands today and what you want to address next. We will assess fit, scope and the practical next step.
Service information is general. Advice, filings and implementation depend on the facts and the agreed engagement. See the CRA’s corporation income tax return guidance for official filing information.