Corporate Year-End Financial Statements & Tax Filing
Personalized CPA service. Proprietary technology. No unnecessary layers.
Our corporate year-end service combines professionally prepared financial statements and your T2 corporate tax return in one coordinated, cost-effective engagement. The financial statement component is formally known as a compilation engagement.
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You work directly with me—not through layers of junior staff, managers, administrative handoffs, or unnecessary internal processes. I take the time to understand how your business operates, what changed during the year, and the financial and tax matters that matter most to you.
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Every engagement is powered by AscensusNTR, proprietary software I developed around the practical needs of my clients and my practice. It allows me to customize financial statement presentation, notes, schedules, and supporting documentation while creating a more consistent and efficient year-end process.
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This lean, technology-enabled model allows me to provide personalized CPA-level service at competitive fees—without requiring clients to pay for the staffing layers, costly third-party systems, and overhead commonly associated with larger firms.
You receive more than financial statements and a tax return. I explain significant adjustments and results, identify legitimate tax-saving opportunities, flag accounting or compliance concerns, and provide practical recommendations to improve your records and support better business decisions.
Compilation engagements are completed in accordance with applicable Canadian professional standards and do not provide audit or review assurance.
Corporate Tax
From straightforward T2 returns to complex corporate tax reporting.
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I provide corporate tax preparation and strategic planning for owner-managed businesses, holding companies, privately held corporations, and publicly listed companies.
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Services may include T2 corporate tax returns, salary and dividend planning, shareholder loan reviews, corporate tax instalments, capital asset and CCA planning, loss utilization, intercompany matters, and advice on significant or unusual transactions.
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Ascensus CPA also brings specialized experience supporting private and publicly listed companies in the mining and exploration sectors. This includes complex Canadian and international reporting, such as T1134 foreign-affiliate information returns and T106 reporting for certain non-arm’s-length transactions with non-residents—work that requires careful analysis, detailed continuity schedules, and strong corporate tax expertise.
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Whether your corporation requires a routine T2 return or highly specialized reporting, you receive more than a completed filing. I identify legitimate tax-saving opportunities, flag potential risks, explain the issues that matter, and provide practical advice to help your business retain more of its earnings and plan confidently for what comes next.
Personal Tax
I provide personal income tax services for individuals with a wide range of financial circumstances—from straightforward annual filings to returns involving investments, rental properties, self-employment, foreign assets, or other complex reporting requirements.
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I take the time to understand your complete tax situation, carefully review the information provided, and identify eligible deductions, credits, and legitimate planning opportunities that may otherwise be overlooked.
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Where personal and corporate matters overlap, I can also coordinate items such as salary, dividends, and shareholder transactions to help ensure they are reported consistently.
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You receive more than a completed T1 return. I explain the results, flag potential concerns, and provide practical guidance to help you make informed tax decisions for the year ahead.