SB&ATaxGet in touch

Services

A focused practice.
Done with care.

We keep our offering tight on purpose. Most small businesses need these things done well — not a menu of fifty.

  • 01

    Bookkeeping

    Monthly bank and credit card reconciliation, transaction coding, and clean financial statements you can actually read.

    What’s included

    • Monthly bank and credit card reconciliation
    • Transaction categorization and coding
    • General ledger maintenance
    • Monthly Profit & Loss and Balance Sheet
    • Year-end adjusting entries and file preparation
    • HST return preparation and filing (quarterly or annual)
  • 02

    Payroll

    Monthly, semi-monthly or bi-weekly payroll, source deductions and slips — so your employees get paid right, and the CRA stays satisfied.

    What’s included

    • Monthly, semi-monthly or bi-weekly payroll processing
    • CPP, EI and income tax source deduction calculations
    • CRA remittance filings
    • Records of Employment (ROEs) as needed
    • Annual T4 and T5 slip preparation and filing
    • Year-round compliance monitoring
  • 03

    HST / GST Filing

    HST returns prepared from your books, filed with the CRA on schedule. Quarterly or annual — whatever your business is registered for.

    What’s included

    • HST/GST return preparation
    • Direct filing with the CRA
    • Reconciliation against monthly bookkeeping
    • Notices and reassessment review
    • Registration support for new businesses
  • 04

    T2 Corporate Tax

    Year-end T2 returns for Canadian-controlled private corporations — base fee includes a standard small-business return.

    What’s included

    • T2 corporate income tax return preparation and filing
    • GIFI, Schedule 1, Schedule 8 coordination
    • Corporate tax installment review
    • Notice of Assessment review
    • Year-end planning conversation
  • 05

    Incorporation

    Start your business the right way. We handle the full Ontario incorporation process — from name search through to a complete corporate minute book and CRA accounts.

    What’s included

    • NUANS name search and reservation
    • Articles of Incorporation filing (Ontario)
    • Corporate minute book setup with bylaws
    • Initial directors' and shareholders' resolutions
    • Share certificates, share register and director register
    • CRA business number, corporate tax, HST and payroll account registrations
  • 06

    Business Name Registration

    Register your business name with the Ontario government. We handle the Master Business Licence application and ensure you're properly set up to operate.

    What’s included

    • Business name search and availability check
    • Master Business Licence (MBL) application
    • Sole proprietorship or general partnership registration
    • Ontario Business Registry filing and Business Identification Number
    • Renewal reminders before expiry
    • CRA business number and account registrations on request

How it works

A simple monthly rhythm.

From the day you onboard, working with us looks the same every month. No surprises, no fire drills.

  1. 01

    Onboarding call

    We walk through your business, accounting file and what you need each month. We agree on a simple monthly workflow before we start.

  2. 02

    Monthly cycle

    You send us your bank and credit card statements. We reconcile, code transactions and update your books — usually within a week.

  3. 03

    Transparent invoice

    Every invoice itemizes what we did and what it cost. Pages, employees, returns — no rounding up, no padded retainers.

  4. 04

    Filings & deadlines

    HST returns, payroll remittances and your annual T2 are filed on time. We track the deadlines — you don't need to.

Available on request

Things we’ll quote
separately.

Not everything fits inside a monthly retainer. These are services we offer when you need them, priced individually.

  • T1 personal tax returns
  • T4 / T5 slip preparation for clients without payroll service
  • CRA correspondence and audit representation
  • Ontario corporate annual return filings
  • Catch-up bookkeeping for prior periods
  • Financial projections and custom reporting
  • Ad-hoc advisory beyond routine bookkeeping questions

Ready to talk through your file?

Get in touch