Corporate Tax Return Preparation & Tax Planning
For incorporated Ontario businesses that need their T2 filed right and their year planned before it starts.
Who this is for
Built for small and medium Ontario corporations and the owner-operators who run them. If your corporation has a fiscal year-end and needs a T2, this is the service.
- ·Owner-operated corporations balancing corporate and personal tax
- ·New incorporations filing a T2 for the first time
- ·Established corporations that want planning, not just filing
- ·Corporations that have fallen behind and need to catch up
What's included
T2 return preparation & filing
We prepare and file your complete corporate T2 return with the CRA.
Year-round tax planning
Planning through the year, not a scramble the week of your deadline.
Credits & deductions
We identify and claim the credits and deductions your corporation is entitled to.
Instalment planning & calculation
We calculate your instalments so you're never caught short or overpaying.
Owner-operator integration
We coordinate corporate and personal tax so salary, dividends, and timing work together.
GIFI schedules & financial statements
We prepare the GIFI schedules and statements your T2 return requires.
CRA correspondence handled
We answer the CRA's questions and notices on your T2 directly, so a letter doesn't turn into your problem.
How it works
We review your books and prior returns
Starting from where you actually are, not a blank page.
We identify what's claimable and what's exposed
The credits to claim and the risks to fix before filing.
We prepare and file your T2
Complete return and schedules, filed with the CRA.
We plan the next year before it starts
So next year's filing is a formality, not a fire drill.
What you'll need to give us
Have these ready and your first meeting moves fast. Don't have all of them? We'll work with what you've got.
- Prior-year T2 return and notice of assessment
- Financial statements or your bookkeeping file for the year
- GST/HST filings and remittance records
- Payroll records and T4 summary, if you have employees
- Details of major asset purchases or sales
- Shareholder loan and dividend detail
- Any CRA correspondence or notices received during the year
Key dates
Dates and thresholds vary by situation — confirm yours with us or against CRA.
See all Ontario filing deadlines →Questions we get asked
A T2 is generally due six months after your fiscal year-end, and any balance owing is due two or three months after year-end, depending on the corporation. We confirm the exact dates for your year-end — they follow from when your year ends and your corporation type.
Yes — an active corporation generally files a T2 every year, even with no income or activity. There are narrow exceptions, and we'll tell you if yours is one of them.
Yes. We bring lapsed corporations current, prepare the outstanding T2s, and deal with the CRA on your behalf. If penalties are a worry, we'll walk through the options for coming forward before anything is filed.
It depends on your situation — there's no single right answer. We plan owner-operator compensation across your corporate and personal tax together, so salary, dividends, and timing work as one decision rather than two.
See the checklist above — prior return, financial statements or bookkeeping file, GST/HST filings, payroll records, major asset purchases, and shareholder-loan detail.
Tell us what you need.
Pick the service, leave your number, and a CPA calls you back. One firm, nine services — tell us which one and we'll take it from there.