Corporate Tax
Corporate tax support for owner-managed businesses.
We support incorporated business owners, professional corporations, and private companies with thoughtful corporate tax planning, filing, and year-end coordination.
Our approach is built around clarity, accuracy, and a deeper understanding of how the corporation, the owner, and the family behind the business are connected.
Why It Matters
Your corporation is more than a tax return.
Corporate tax affects how income is earned, how owners are paid, how cash is retained, and how future planning decisions are made.
For owner-managed businesses, the corporate file often connects to bookkeeping, payroll, HST, personal tax, retained earnings, retirement planning, and succession conversations.
That is why corporate tax should be handled with care — not only at filing time, but throughout the year.
Who We Help
Support for incorporated clients and private businesses.
We work with clients who want their corporate tax work handled with structure, accuracy, and clear communication.
- 01
Owner-Managed Businesses
For business owners who need corporate tax filing, year-end coordination, bookkeeping alignment, and planning conversations connected to the owner's personal goals.
- 02
Professional Corporations
For dentists, physicians, pharmacists, consultants, lawyers, realtors, and other professionals operating through a corporation.
- 03
Family-Owned Businesses
For businesses where corporate tax decisions often connect to family income, compensation, retirement, succession, and long-term wealth planning.
- 04
Holding Companies
For clients with holding companies, retained earnings, corporate investments, intercompany activity, or broader planning needs.
Services Include
Corporate tax planning and filing support.
- 01
Corporate Tax Return Preparation
Preparation and coordination of corporate tax filings with attention to accuracy, deadlines, and supporting documentation.
- 02
Year-End Tax Coordination
Reviewing the information needed before filing, including bookkeeping records, financial statements, payroll details, HST filings, and owner compensation.
- 03
Corporate Tax Planning
Thoughtful planning conversations around retained earnings, shareholder compensation, instalments, corporate cash flow, and year-end decisions.
- 04
Salary and Dividend Planning
Helping owner-managers understand how compensation choices may affect personal tax, corporate cash flow, CPP, RRSP room, and long-term planning.
- 05
HST/GST Considerations
Support with HST/GST filing coordination, record organization, and related questions where applicable.
- 06
Retained Earnings Review
Helping business owners understand how profits are accumulating inside the corporation and what planning conversations may be relevant.
- 07
CRA Correspondence Support
Assistance reviewing CRA letters, requests, reassessments, and documentation needs related to the corporate file.
- 08
Coordination With Personal Tax
For owner-managed businesses, corporate and personal tax are often connected. We help coordinate these pieces so decisions are not made in isolation.
Planning Conversations
The right questions can create better decisions.
Business owners often face tax decisions before they have all the information they need.
Our role is to help organize the facts, explain the options, and identify the conversations that matter most.
How should I pay myself?
Salary, dividends, or a combination can affect cash flow, taxes, CPP, RRSP room, and long-term planning.
How much cash should remain in the corporation?
Retained earnings can create flexibility, but they should be reviewed in the context of tax, business needs, investments, and future planning.
Are my books ready for year-end?
Clean bookkeeping helps make corporate tax filing smoother, more accurate, and less stressful.
Am I prepared for instalments and deadlines?
Corporate tax instalments, HST deadlines, payroll remittances, and filing dates should be planned before they become urgent.
Does my corporate structure still make sense?
As a business grows, its structure may need to be reviewed in light of income, retained earnings, family planning, succession, and future goals.
Our Approach
A clear process for your corporate tax file.
We believe corporate tax work should feel organized, thoughtful, and predictable.
Our process begins with understanding the full picture before preparing the filing or discussing planning opportunities.
- 01
Understand
We begin by learning about your corporation, business activity, income flow, expenses, payroll, and owner goals.
- 02
Review
We review records, bookkeeping, prior filings, financial statements, HST, payroll, and supporting documents.
- 03
Coordinate
We coordinate the corporate tax work with bookkeeping, payroll, personal tax, and planning conversations where relevant.
- 04
Prepare
We support the preparation of filings, schedules, working papers, and related documentation with attention to detail.
- 05
Support
We remain available throughout the year for questions, deadlines, CRA correspondence, and planning conversations.
The Value of Planning
Better planning begins before year-end.
Corporate tax planning is most effective when it happens before decisions are already made.
A proactive approach can help business owners understand compensation, cash flow, retained earnings, tax obligations, and future planning opportunities before deadlines arrive.
It also helps create better coordination between the corporation and the owner's personal financial picture.
Key Benefits
- ·Clearer year-end preparation
- ·Better understanding of owner compensation
- ·More organized corporate records
- ·Improved cash flow awareness
- ·Better coordination between corporate and personal tax
- ·Reduced stress around deadlines
- ·Stronger planning for retirement, succession, and family goals
Connected Thinking
Corporate tax decisions rarely stand alone.
A corporate tax decision may affect how the owner is paid. Compensation may affect retirement planning. Retained earnings may affect investment planning. Business structure may affect succession, estate planning, and family wealth.
Through SG's relationship-based approach, clients benefit from thoughtful conversations that connect accounting, tax, business, wealth, retirement, insurance, and estate planning where relevant.
Questions
Common questions about corporate tax.
Let's Start
Bring clarity to your corporate tax picture.
Whether your corporation is newly incorporated, established, or preparing for growth, we are here to help you stay organized and understand your next step.
Start with a conversation.