Personal and Corporate Tax

A return records the year you already had. Planning deals with the choices you can still make - how income is taken, when transactions happen, and what needs to be decided before year end.

Corporate tax services

What a Canadian corporation needs across a full year - not just the return at the end of it.

  • Preparation of corporate income tax and information returns, tax estimates and installments
  • Advice on the benefits of tax deferral and filing positions
  • Preparation of amendment and objection filings with the Canada Revenue Agency
  • Tax planning and structuring to minimize taxes
  • Advice on the tax implications of proposed transactions and reorganizations
  • Succession planning for owner-managed businesses

Personal tax services

For employees, the self-employed, and anyone whose income does not fit neatly on one slip.

  • Personal income tax and information returns
  • Personal tax returns for the self-employed
  • Preparation of amendment and objection filings with the Canada Revenue Agency
  • Repatriation of earnings

Tax accountants in Mississauga

What the work actually involves.

If you are looking for a Mississauga tax accountant, the first question is not whether someone can enter the numbers. It is whether the return reflects the full situation and whether the decisions that still matter were considered before the year closed. Taxplan prepares personal and corporate returns for clients in Mississauga and works remotely with clients across Canada. The work can include personal returns, self-employed income, corporate income tax and information returns, tax estimates and instalments, amendments, objections and planning around proposed transactions.

Not every file needs all of that. A straightforward return should stay straightforward. A business owner taking income in more than one way, a family with rental or investment activity, or someone dealing with a CRA letter may need a closer look. We start with the facts, identify which filing applies, and tell you what information is missing before the return is prepared.

There is no honest promise of a particular refund or tax result. The purpose is narrower and more useful: apply the rules to the information you provide, surface the decisions that cannot wait until next spring, and give you a clear answer when the situation is not simple.

Not sure which return you need?

Describe the situation and we will tell you which one applies - even if the answer is that you do not need us for it.

Common questions

Asked about this all the time.

What should I do if I receive a letter from the CRA?
Do not ignore it, and do not answer from memory. Read the full letter, note any response date, and send all pages for review, including schedules or reference numbers. A CRA letter may be a routine request, a reassessment or something that needs a formal response. The wording matters. First identify what the CRA is asking for, then decide what records and explanation belong in the reply.
What should I bring for a personal tax return?
Bring the tax slips and records that relate to your income, deductions and credits, along with your latest notice of assessment and prior return if available. If you had self-employment, rental, investment or foreign income, bring the supporting summaries and statements as well. Do not leave something out because you are unsure. It is easier to rule out an irrelevant document than discover a missing one later.

All questions answered here