Specialty I
Corporate tax and financial statements
Complete corporate compliance: T2 returns, audit-ready financial statements, traceable workpapers. For owner-operators who want to sleep at night.
For whom
Typical engagement profiles.
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01
Incorporated companies that need to file their federal T2 and Quebec CO-17 returns on time, without year-over-year backlogs.
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02
Owner-operators who want structured financial statements for their lenders or to prepare for an eventual sale.
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03
Growing companies moving from "shoebox accounting" to rigorous bookkeeping aligned with ASPE or IFRS.
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04
Companies subject to a CRA or Revenu Québec inquiry that need a professional respondent.
What's included
Six concrete deliverables.
- Preparation and filing of federal T2 corporate returns
- Quebec CO-17 returns
- Compilation, review-engagement, or audited financial statements as needed
- Workpapers compliant with ASPE / IFRS depending on profile
- Responses to CRA and Revenu Québec inquiries
- Documentation ready for your lenders and investors
Our process
Four steps. No surprises.
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01
Scoping
Initial meeting to understand your structure, operations, and tax + accounting issues at hand.
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02
Recovery
Review of historical files — trial balances, bank reconciliations, tax registers — and gap-fixing.
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03
Production
Preparation of T2 / CO-17 returns and the corresponding financial statements, within regulatory deadlines.
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04
Presentation
Walk-through of the results, identification of possible optimizations, recommendations for the next fiscal year.
Sample engagements
Recent files, anonymized.
Details modified to respect professional secrecy. Structures and techniques are representative of real engagements.
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CASE 01
Construction SMB · $2M → $7M in two years
Internal accounting didn't keep up with the growth. Engagement: re-establish a monthly close, produce a review-engagement financial statement for the bank, structure a $3M financing dossier.
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CASE 02
Business sale in 24 months
Owner selling in two years. Engagement: prepare three consistent and auditable fiscal years of financial statements for prospective buyers — no surprises during due diligence.
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CASE 03
Contested CRA notice of assessment
Family holding company receives an unexpected assessment. Engagement: prepare the response, negotiate with the CRA, amend affected returns.