Corporate Taxes

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E-Commerce Consulting

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E-Commerce Bookkeeping

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Personal Taxes

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1. Corporate Taxes

Now that you have a corporation, you have a few more tax planning strategies at your disposal.  Making sure your books and records are set up right from the start and your tax planning strategies are in line with your current company situation, lifestyle and other factors, are all key for any corporation.

We provide advice on a range of corporate and business matters including the following:

Financial Statement Preparation: Notice to Readers (that’s a financial statement that every active business in Canada must prepare and file with their corporate tax returns. The “Notice to Reader” part is a report attached to the statements by the accountant.

Corporate Tax Return Preparation and Planning: Along with your financial statements, we will prepare the necessary corporate tax returns and filings needed. (Both Federal and Provincial).  Not just filling out the return, but working with your individual situation to come up with the best tax planning strategies that fit you and your family.

Financial Forecasts and Projections: We offer financial modeling ranging from basic to complex. Clients often require modeling for business plans, loans, or investor presentations. Our models are simple for lenders to follow and understand, but complex enough to show scenario analysis and full company modeling.

Business Plans: We can complete a full business plan or assist in your financial modeling.

Incorporation Set Up: We can help you set up your company correctly from the start, from incorporation to shareholders records/meetings, filings and accounting setup.

Closing Corporation: It takes way longer to close one that it does to set it up.  We can help you along the way if you have decided it is time to shut down a corporation.

2. E-Commerce Consulting

One of our strengths that we believe truly sets us apart from most accountants is that we understand e-commerce.  Not only do we understand online selling, the marketplaces, and reporting; but we can help answer tax and e-commerce questions!

Rob offers hourly consulting for clients who just want to sit down on a skype or phone and hammer out all the questions you have both tax and selling online.  We recommend write down all the burning questions you have to make sure we cover those.  In addition to those, we will cover much more from income taxes, incorporating in Canada, the US, collecting sales taxes in the US, sending Amazon inventory, collecting sales taxes overseas, registering for HST and much more!

3. Bookkeeping and Accounting Services

We offer a monthly e-commerce accounting services for a limited number of clients. Our service is specifically targeted to e-commece and online sellers.  Some marketplaces we have clients working with include: Amazon.com, Amazon.ca, Houzz, Etsy, Shopify, Woocommerce, Walmart.com, Homedepot.com, and more.  We also offer a set-up service where we will set up your books and do one month of your bookkeeping and then you can take over!  That way you are starting out correctly.

Amazon Plan

$399mo

includes accounting software

1 Hour Consultation
Let's chat about your current business, plans and goals.

Dedicated Account Manager

Set Up Your Company On Wave or Quickbooks Online

Sales Tax Configuration
We review your sales tax set up.

Credit Card Transaction Reporting
2 Credit Cards*

Bank Account Transaction Reporting and Reconcilations

Recording Amazon Payments

Applying Sales Taxes
GST/HST

Year End Inventory Adjustments

Year End Reporting
Bookkeeping ready for tax preparation

HST/GST Sale Tax Filings
Annual Filings**

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Multiple Sales Channels

$499mo

includes accounting software

1 Hour Consultation
Let's chat about your current business, plans and goals.

Dedicated Account Manager

Set Up Your Company On Wave or Quickbooks Online

Sales Tax Configuration
We review your sales tax set up.

Credit Card Transaction Reporting
3 Credit Cards***

Bank Account Transaction Reporting and Reconcilations

Recording Revenue Payments
Multiple Market Places: Amazon, Walmart, Website

Applying Sales Taxes
GST/HST

Year End Inventory Adjustments

Year End Reporting
Bookkeeping ready for tax preparation

HST/GST Sale Tax Filings
Annual Filings**

Sign Up

Let Us Set-up

$749one time

we set it up correctly from the start and you take over.

1 Hour Consultation
Let's chat about your current business, plans and goals.

Set Up Your Company On Wave or Quickbooks Online

Configure Your Accounts
Set up the correct accounts.

1 Month Bookkeeping
We will do the first month

Sales Tax Configuration
Set up your sales taxes correctly.

How To Videos
In case you forget anything.

1 Hour Training
Now that we have it set up we will show you how to do your bookkeeping each month.

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*Capped at 200 transactions per month between your credit cards and bank statements.

**Quarterly or Monthly HST/GST filings additional fees.

***Capped at 500 transactions per month between your credit cards and bank statements.

If you have more than 500 transactions per month please contact us for a custom plan and pricing.

Payroll services are available but fees depends on owners salary, full-time employees, and casual labor.

4. Personal Taxes

That is right, every year you need to file a personal tax return and we are here to help.  Most of our personal tax clients have a little more complex filing requirements that might include: primary residence sale, rental property, sole proprietor income, investment income, capital gains, foreign income and more.