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Corporate & Personal Tax

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Corporate & Personal Tax

Corporate & Personal Tax

Corporate and personal tax returns for a small business owner aren't two separate problems — they're connected, and treating them that way is how you avoid overpaying. We prepare and file both, looking at how salary, dividends and corporate income interact so the overall tax outcome makes sense, not just each return in isolation.

Every return is carefully reviewed before it's filed, and we track your filing deadlines so a due date never sneaks up on you. If the CRA has questions after filing, we're the ones who answer them, not you.

Filed separately, a corporate return and a personal return can each look correct on their own and still add up to a higher total tax bill than necessary. That's the gap planning closes.

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Why Choose Us

Corporate and personal tax returns prepared and filed accurately, with CRA deadlines never missed.

  • Reviewed Accuracy
  • Corporate and personal returns planned together
  • CRA correspondence handled for you
  • Reliable & Reachable

Who This Is For

  • A business owner who's been paying themselves without a clear plan for salary vs. dividends and isn't sure it's optimal.
  • Someone with both a corporation and personal income who wants the two returns actually planned together, not filed separately by two different people.
  • Someone switching accountants mid-relationship who wants a second opinion on how their last return was filed.

How It Works

  1. Review

    We look at your corporate structure, prior returns if any, and your personal situation.

  2. Planning

    Before anything is filed, we talk through salary/dividend mix, timing, and anything that affects both returns.

  3. Preparation

    Corporate (T2) and personal (T1) returns prepared together, not in isolation.

  4. Filing & follow-up

    Returns filed, and if the CRA has questions afterward, we handle that too.

Whether it's your first corporate return or you're switching from another accountant, we'll start with a clear picture of your current filing position before anything gets filed. Book a free consultation to get that conversation started.

When is my corporate tax return due?
In general, a Canadian corporation's T2 return is due six months after its fiscal year-end, though any balance owing is typically due earlier — two or three months after year-end depending on the corporation. Your exact dates depend on your specific fiscal year and corporate structure, so we'll confirm and track them for you rather than you having to remember a general rule.
Should I pay myself salary, dividends, or both?
It depends on your income level, your personal cash needs, RRSP room, and a few other factors that are specific to your situation. This is exactly the kind of decision we work through with clients rather than answer generically — it can meaningfully change your total tax bill.
What if I get a letter or audit request from the CRA?
Send it to us. Handling CRA correspondence and review requests on behalf of clients we prepare returns for is part of the service.
Do you handle both my numbered company and my personal return?
Yes — that's usually where the most value is, since the two returns interact.
I've never filed a corporate return before. Where do we start?
With a review of your incorporation documents and whatever records you already have, even if they're incomplete. We'll tell you what's missing.