Tell us roughly what's going on and we'll tell you whether it's a filing job, a planning job, or nothing to worry about. If it's nothing, we'll say so.
Years you haven't filed
Routine work. We reconstruct and file them in the right order and negotiate on penalties.
A first year of self-employment
HST registration, what's actually deductible, instalments, and whether incorporating is worth it for your numbers.
You're already incorporated
Salary versus dividends, passive investment income grinding the small business deduction, holding companies, TOSI.
A property, business or portfolio sale
Cost base, principal residence years, the lifetime capital gains exemption, and timing.
A CRA letter you don't understand
Review, audit or reassessment — audit and dispute representation is core work here, and the deadlines are short. Send it early.
Planning before December 31
RRSP timing, pension splitting, realising gains or losses, bonus deferral. Cheapest month to call.
Occhiuto CPA Professional Corporation
You'll speak with Robert Occhiuto, CPA, CA — In-Depth Tax certified, 20+ years in public accounting. Vaughan, serving the GTA. Prefer to skip the form?