CONTACT US
CLIENT LOGIN
403.212.5335
services

Today’s tax environment is constantly changing.

 

These changes can significantly impact your bottom line. We can help protect and maximize your income.

 

An accountant can make life easier for you at each step of your business lifecycle — from start-up to payroll to annual tax return preparation all the way through to succession planning.

 

At Comrie Boudreau, our goal is to simplify your life and give you peace of mind knowing that your accounting professionals have taken great care to integrate your corporate and personal needs with highly personalized attention.

 

Our team serves as an engaged extension of your business, ensuring dependable results when you need them – allowing you to focus on growing your business. Explore our services below to see how we can best serve you. We’ll provide customized services for start-up, growing or established businesses.

Small to Medium Business Accounting

Comrie Boudreau works with business owners to simplify important bookkeeping tasks such as payroll and taxes. We can handle all the bookkeeping for your company or provide additional support and knowledge to your existing processes.

We provide customized services for start-up, growing or established businesses. Our goal is to help you become more efficient and have more time to concentrate on running your business.
We provide the following small to medium
business services:

  • Monthly bookkeeping and accounting
  • Year end financial statement preparation
  • Corporate tax returns (T2)
  • GST returns
  • Shareholder dividends (T5)
  • Payroll and payroll deductions, including T4 preparation
  • Trust returns (T3)
  • Personal tax returns (T1)
  • Communication with CRA on your behalf
Starting Your Business
Starting Your Business
Congratulations! You’ve taken the first step in entrepreneurship. This is a great time to connect with a professional business accountant to ensure you start off on the right foot. Depending on your business needs, we can help with some important steps:


As you continue on your entrepreneurial journey, you’ll have questions and we’ll be there to answer them.
Growing Your Business
Growing Your Business
Your business is growing and as a result, we’ll look at ways of optimizing your returns and streamline your accounting processes. These small to medium sized business accounting services can help simplify your busy life.


Get peace of mind knowing that your accounting is in good hands.
Established Business
Established Business
As your business expands, optimizing your business finances and staying on top of CRA’s requirements can become increasingly complex.

Feel secure knowing you are in compliance with your business requirements and that you are taking all possible steps to maximize your returns. Our team can strengthen your company’s financial picture with a variety of accounting and bookkeeping services customized to your needs.

Personal Tax Return Checklist

Get started by compiling the following information:

  • All T Slips: (i.e.: T3, T4, T4A, T4E, T4RIF, T4RSP, T4AP (CPP), T4AOAS (Old Age Security), T5, T5013)
  • RRSP contributions receipts
  • Annual union, professional dues (attach receipts)
  • Medical expenses (attach receipts) and details of private health insurance premiums, including amounts paid while travelling
  • Donations and/or political contributions
  • Receipts for child care, lunch supervision, and weekly camps
  • New family members, name and date of birth (and SIN if applicable)
  • If you sold your Principal Residence in 2017, information on cost and proceeds
  • Public transit passes/receipts for January to June 2017
  • Post-secondary tuition amounts (T2202/TL11)
  • Interest paid on student loans (attach reporting slip)
  • Disability amount (T2201)
  • Rental property revenue and expense amounts
  • Commission and employment expenses (include details and T2200)
  • Self-employment business revenue and expense amounts
  • Capital gains or loss (proceeds from sale and original cost)
  • Alimony and/or child support information
  • First time home buyer tax credit – date in 2017 you purchased the home and if you are the only one claiming this credit
  • Investment management fees (non RRSP or TFSA accounts)
  • Details on foreign property (includes investments) owned in 2017, if aggregate cost at any time during the year is in excess of $100,000 CDN
  • Moving Expenses (attach receipts) for moves at least 40 kms closer to your new place of work. Generally, your move must be from one place in Canada to another place in Canada.
  • Information regarding any changes in marital status
  • Adoption expenses
Logo

Questions

Get in touch to see if we can help you.

Call: 403.212.5335
Fax: 403.255.6270
Email: info@comrieboudreau.ca

CONTACT US