Tax Resources You'll Actually Use

Look, we get it - tax stuff isn't exactly bedtime reading. That's why we've put together resources that cut through the jargon and give you what you need, when you need it. No fluff, just practical tools that'll save you time and headaches.

Monthly Tax Tips
This Month's Featured Resource

Year-End Tax Planning for 2025

We're coming up on year-end, and honestly, this is when most folks realize they could've done things differently. Don't be that person. This guide walks you through actual strategies we use with our clients - things like income splitting, maximizing RRSP contributions before the deadline, and capital gains planning that doesn't require a PhD to understand.

  • December deadline checklist
  • Deduction strategies that actually work
  • Business expense review guide
Download Free Guide

Tax Calendar - What's Coming Up

We've been at this long enough to know that timing matters. Here's what's on the horizon so you're not scrambling at the last minute.

DEC
December 15

GST/HST remittance for annual filers. Yeah, it's creeping up faster than you think.

DEC
December 31

Last day for RRSP contributions to count for this tax year. Don't mix this up with the March deadline.

JAN
January 15

T4 slips need to be distributed. If you've got employees, you know the drill.

MAR
March 1

RRSP contribution deadline for 2025 tax year. This one's the big kahuna.

Browse Resources by Topic

Pick what matters to you right now. Everything here comes from real questions our clients ask.

Corporate Tax Planning
Corporate Planning
Corporate Tax Deductions You're Probably Missing

After reviewing hundreds of corporate returns, we keep seeing the same overlooked deductions. This one's got the top 12 we find most often - could save you a few grand, easy.

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GST/HST Guide
Small Business GST/HST
GST/HST Filing Made Simple (Finally)

Let's be honest, GST filing is annoying. But it doesn't have to be complicated. This guide breaks down what you actually need to track and when to file, without all the legal mumbo-jumbo.

Read Article
CRA Audit
CRA Issues
Got a CRA Review Letter? Here's What to Do

That envelope from CRA can make your heart skip a beat, but don't panic. Most reviews are routine. We've been through this with tons of clients - here's your action plan.

Read Article
Personal Tax Planning
Personal Tax Planning
RRSP vs TFSA: Which One's Right for You?

Everyone says 'max out your RRSP' but that's not always the smart play. It depends on your situation. Here's how to figure out where your money should go first.

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Business Expenses
Small Business
What Can I Actually Write Off as a Business Expense?

The grey areas around business expenses trip people up constantly. This resource lays out what flies and what doesn't, based on actual CRA guidelines and our experience.

Read Article
Income Splitting
Corporate Planning
Salary vs. Dividends: The Real Story

If you're incorporated, you've probably wondered about this. The answer isn't simple because it depends on a bunch of factors. Let's walk through how to decide.

Read Article

Free Downloadable Checklists

Print 'em, save 'em to your phone, whatever works. These are the same checklists we use internally to make sure nothing falls through the cracks.

Tax Season Prep Checklist

Everything you need to gather before filing - organized by category so you're not digging through drawers at midnight.

Download PDF
Monthly Bookkeeping Tasks

Stay on top of your books with this monthly routine. Takes about an hour if you're consistent with it.

Download PDF
New Business Setup Guide

Just starting out? This walks you through registrations, tax numbers, and setting up your accounting the right way from day one.

Download PDF
Year-End Review Worksheet

Use this before December 31st to spot opportunities for tax savings. Better to know now than find out in April.

Download PDF
Expense Tracking Template

Simple spreadsheet that categorizes your expenses properly. Works great if you're not ready for full accounting software yet.

Download Excel
CRA Audit Preparation Kit

Hope you never need this, but if you get selected for review, having this ready will make things way less stressful.

Download PDF

Stay in the Loop

We'll send you monthly updates on tax deadlines, regulatory changes, and practical tips you can actually use. No spam, no daily emails - just useful stuff when you need it.

What you'll get:
  • Monthly tax deadline reminders
  • Updates on tax law changes that matter
  • Seasonal planning tips
  • Early access to new resources

More Ways We Can Help

Free Initial Consultation

Not sure where to start? Let's chat. First conversation's on us - no pressure, just honest advice about what makes sense for your situation.

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Workshops & Webinars

We run quarterly sessions on different topics - incorporation, tax planning, dealing with CRA. Check our events page to see what's coming up.

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Got Questions?

Can't find what you're looking for? Just reach out. We're pretty good at explaining complicated tax stuff in normal human language.

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