Optimization

Tax & Compliance

Corporate tax planning, CRA compliance, and proactive strategies that minimize your tax burden while keeping you audit-proof.

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The Problem

Why traditional tax & compliance fails.

Tax compliance isn't just filing returns on time. It's structuring your business to legally minimize tax across income, payroll, HST, shareholder compensation, and government incentives like SR&ED. Most businesses overpay because their accountant is reactive.

APX approach: proactive, automated, real-time.

What’s included

01

Corporate Tax Planning & Filing

Year-round planning — not a March scramble. Corporate structure optimization, salary vs. dividend mix, and SBD rate eligibility.

02

CRA Audit Defense & Representation

All correspondence handled, documentation prepared, and your interests represented. Proactive documentation means most clients never get audited.

03

HST/GST Optimization

Input Tax Credits maximized, quick-method eligibility assessed, and self-assessment on imported services handled correctly.

04

SR&ED Tax Credit Claims

Qualifying R&D identified, expenditures tracked, technical narratives built, Form T661 prepared. Average recovery: $30–60k.

05

Payroll Compliance & Source Deductions

CPP, EI, income tax, WSIB, EHT — calculated correctly, remitted on time, reconciled to T4 summaries. Zero penalties.

Want to see how Tax & Compliance fits your business?

Book a free 30-minute strategy call with our team.