Tax Planning and Tax Compliance
Tax clarity. Financial confidence.
AccountNext provides expert Canadian tax services that bring order, insight, and strategy to every return. From growing corporations to individual professionals, we help you stay compliant, plan ahead, and keep more of what you earn — all with quiet confidence.
Strategic oversight. Complete compliance. Real results.
Tax Compliance:
Tax compliance isn't optional, it's foundational. We deliver accurate, timely filings, manage CRA audits and disputes, and maintain complete compliance across all tax obligations, so you can operate with confidence
Our Tax Compliance services include:
Personal and Corporate Tax Compliance:
Strategic tax planning and precise filing that reduces liability and maximizes after-tax returns for individuals and businesses.
Trusts and Partnerships compliance:
Expert T3 and T5013 management that ensures compliance while strategically optimizing your trust or partnership structure.
Other Forms of Compliance:
Coordinated preparation of T4, T5, T1134, T1135, T106, and specialized filings with meticulous attention to detail.
CRA Support and Representation:
CRA issues don't have to be stressful. We manage audits, disputes, and appeals, protecting your position with expertise and efficiency.
Tailored tax solutions
Tax planning services
Beyond filing, we deliver proactive tax strategies that minimize your liability, maximize after-tax returns, and coordinate your personal and corporate planning for optimal results.
Our Tax Planning services include:
Corporate Reorganizations:
Expert restructuring for mergers, acquisitions, and reorganizations that maximize value while minimizing tax consequences.
Business Transition Services:
Complete guidance on business sales, transfers, and succession planning that protects proceeds and accelerates ownership transitions.
Estate and Succession Planning:
Comprehensive planning that protects family wealth, preserves legacy, and ensures smooth generational transitions.
Why Clients Choose
AccountNext
Certified Expertise
Led by experienced CPAs and tax professionals with deep knowledge of Canadian tax law.
Proactive Tax Planning
Year-round strategies designed to reduce your tax bill and strengthen financial health.
CRA Representation
Complete support through audits, reviews, and appeals.
Integrated Business & Personal Tax Solutions
Coordinated planning for owners balancing both sides of their financial life.
On-Time, Accurate Filings
Prompt, precise, and fully compliant.
Peace of Mind
Reliable service built on integrity, accuracy, and care.
Frequently Asked Questions
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We provide complete personal and corporate tax services designed to minimize your tax burden and maximize compliance. Our expertise spans annual tax filings, proactive tax planning, trust and partnership returns, estate planning, corporate reorganizations, and CRA representation. We specialize in real estate, automotive repair, and educational institutions, and also bring deep experience working with construction, professional services, family-owned businesses, and technology companies.
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We don't just file your taxes. We build long-term tax strategies tailored to your situation. Led by our experienced CPA tax partner, we provide year-round guidance, proactive planning, transparent fixed-fee pricing, and personalized advice aligned with your corporate and personal financial goals. Our focus is meaningful tax optimization and lasting results, not just completing forms.
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Absolutely. Tax planning is core to our service. We coordinate personal and corporate strategies, identify tax-saving opportunities, and ensure today's decisions support your long-term financial goals. Planning happens throughout the year, not just at tax time.
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Yes. We represent you directly with the CRA, prepare detailed submissions, review assessments, and resolve disputes efficiently. Whether you've been selected for a review or need help correcting past filings, we provide complete CRA representation and support.
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We provide clear, fixed-fee pricing based on the complexity and scope of your situation. Fees depend on business size, entity structure, and filing requirements. Straightforward personal returns typically start at a base fee, while corporate returns vary based on complexity and business structure. We review your needs upfront and provide a detailed, transparent quote before starting any work.
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Once we receive all required documentation, most personal and corporate returns are completed within 2 to 4 weeks. More complex engagements such as reorganizations, multi-entity structures, or specialized filings may take longer. We provide a clear timeline and project plan at the start of each engagement.
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Yes. We specialize in real estate, automotive, restaurants, and educational institutions. We also serve professional services, technology, retail, and family-owned businesses. Our tax strategies are tailored to each industry's unique rules, opportunities, and compliance requirements.
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Yes. We can amend prior-year returns, file late returns, correct errors, and prepare voluntary disclosures when appropriate. Our goal is to help you regain full compliance, minimize financial impact, and reduce your CRA risk.
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Absolutely. We specialize in tax planning for entrepreneurs and owner-managers, including salary-versus-dividend optimization, corporate structuring, holding company strategies, income splitting, and integration planning to minimize your total family tax burden.
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Yes. We work with families and business owners to design tax-efficient estate and succession plans. This includes capital gains planning, estate freezes, trust structures, and multi-generational wealth transfer strategies that preserve and protect family wealth.
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Typically, we request financial statements, expense records, investment details, tax slips (T4, T5, T3), partnership information, corporate documents, and prior-year returns. All documents are submitted securely through our online portal for easy organization and access.
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Yes. We prepare specialized and cross-border reporting forms required by the CRA, including controlled foreign affiliate filings, foreign asset disclosures, and cross-border transaction reporting. Our team ensures full compliance with complex CRA requirements.
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Yes. We support QuickBooks Online, Sage, Xero, and other leading cloud-based platforms. We assist with software setup, data cleanup, and integrating your bookkeeping systems with your tax strategy to ensure seamless financial management and accurate records.
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Monthly bookkeeping is ideal for most businesses to maintain accuracy and support proactive tax planning. Real-time or weekly updates are recommended for fast-growing companies that rely on current financial data for decision-making. Accurate, current records directly improve tax outcomes and enable better strategic decisions.