Corporate tax,
simplified.

Most tax decisions have to be made before the year ends.

How to pay yourself, when to add a holding company, whether to freeze the company’s value. We plan these with you ahead of year-end, then file the returns that follow.

What we do

• T2 corporate tax returns

  Preparing and filing your corporation’s income tax return.

  • T2 returns and schedules
  • Year-end close
  • Tax instalments

• Section 85 rollovers

  Moving a business or its assets into a corporation so the tax can be deferred.

  • Incorporating a proprietorship
  • Transfers to a holding company
  • Forms T2057 and T2058

• Section 86 reorganizations

  Reorganizing shares for an estate freeze, so future growth can pass to the next generation.

  • Estate freezes
  • Share exchanges
  • Share valuations

• T3 trust returns

  Tax returns for family trusts.

  • T3 returns
  • T3 slips
  • Schedule 15

• Tax advice

  A written answer before you make the decision.

  • Holding companies
  • Salary or dividends
  • Selling a business

How we work

• Fixed fees

  You get one price in writing before we start.

• A CPA on your file

  You deal directly with the CPA doing the work.

• Advice in writing

  Recommendations come in plain language, with the reasoning behind them.

Calculators and guides

• Calculator

  Section 85 rollover calculator

  Pick an elected amount and see the tax due now, the tax-free note the company owes you, and the tax saved. Ontario, 2026 rates.

• Guide

  What an audit trail actually has to contain

  A change log records who changed a number. An audit trail lets a reader reconstruct why the number is what it is.

The team

• 

  Lydia Jiao CPA

  Previously at the Canada Revenue Agency and Deloitte.

• 

  Ash Wang CPA

  Previously at OMERS, KPMG and Walmart Finance.