top of page

Small Business Packages

Strategic tax and advisory for business owners

Essential Compliance

For small incorporated professionals

Tax Advisory & Planning ⭐Most Popular

For owners who want to reduce taxes and plan their income strategically

Strategic Advisory Services

For growth-minded owners who want a financial partner

  • Corporate T2 return

  • Owner’s T1 return

  • GST/HST filing

  • T4/T5 (if needed)

  • Year-end financial statements

  • CRA correspondence support

  • Annual review call

  • Year-round email access

Includes everything in Compliance Assurance, plus:

  • 2 tax planning meetings per year

  • Salary vs dividend strategy

  • Tax-saving strategies (RRSP/IPP/deferral)

  • Personal + corporate tax projections

  • Owner compensation plan

  • Priority email support

Includes everything in Tax Advisory & Planning, plus:

  • Quarterly advisory meetings

  • Cash flow & profitability review

  • Budget & forecast review

  • Scenario planning (hire, invest, pay yourself)

  • KPI & margin review

  • Annual business performance summary

  • Priority scheduling

Starting at:
$300 – $375 per month
(annual engagement)

Starting at:
$450 – $600 per month
(annual engagement)

Starting at:
$750 – $1,000 per month
(annual engagement)

Thanks for submitting!

bottom of page