Complimentary Corporate Tax Review · Incorporated Canadian businesses

Six Places Incorporated Business Owners Overpay

Most owners set their corporate structure up once, at incorporation, and never revisit it — while the business changes underneath it every year. This is a free 45-minute review of six specific areas where the structure and the business have drifted apart. You leave with a written action plan whether or not you ever work with us.

Book My Free Review See What We Cover

45 minutes · No cost, no obligation · Written action plan within three business days

QuickBooks Online ProAdvisor
Xero Certified Advisor
Your books stay in your account
Remote across Canada

The review

The six areas we go through

Salary vs. dividend mix

How you're paying yourself, what it costs in total tax and CPP, and whether the split still fits your current income level and RRSP room.

Retained earnings position

What's sitting in the corporation, whether passive investment income is at risk of grinding down your small business deduction, and what the options are for the balance.

Income splitting eligibility

Whether family members can be paid or receive dividends under current TOSI rules, and whether your existing arrangement still qualifies.

Holdco and corporate structure

Whether a holding company is worth the compliance cost in your situation, and what it would and wouldn't do for you.

Lifetime Capital Gains Exemption readiness

Whether your shares would currently qualify if you sold, and what typically disqualifies them. This matters years before you plan to exit.

Bookkeeping and reporting quality

Whether your books are good enough to support any of the above. Most planning fails here first.

We tell you which of the six are worth acting on and which aren't. Usually it's two or three, not six.

Who this is for

This review is a fit if…

Your business is incorporated in Canada

Revenue is above $250K, or there are retained earnings sitting in the corporation

You've been incorporated at least two years

You're paying yourself and have never had the salary/dividend split reviewed

And it isn't a fit if:

You're a sole proprietor and not incorporated

You're pre-revenue or in your first year

You need a return filed this week — this is a planning conversation, not a filing service

The deliverable

What you walk away with

A written summary of the six areas, each marked act now, monitor, or not applicable to you

A specific list of what to change, in priority order

Where a strategy needs a tax lawyer or CPA to implement, the referral to make

The document is yours regardless of whether we work together

Our process

Four steps

Book your review

Five quick details. Takes two minutes.

The 45-minute call

A focused conversation through the six areas, your structure, and your books.

Written action plan within three business days

Each area marked act now, monitor, or not applicable, in priority order.

Act on what makes sense — or don't

The plan is yours either way. Move at whatever pace suits you.

FAQ

Good to know

How we work

Your QuickBooks or Xero file stays in your account, in your name. We work inside it — we don't move your data anywhere.

Scope and price are agreed in writing before any work begins. No hourly billing and no surprise invoices.

No lock-in. Thirty days' notice, any time, and your file is already yours.

Everything you share is used only to prepare your review.

Find out which of the six apply to you.

Forty-five minutes, six specific areas, and a written plan within three business days. No cost, no obligation.

Free — no cost, no obligation
Built for incorporated Canadian businesses
Written action plan within three business days

Prefer to call? (647) 361-6149