Corporate accounting and tax services

Choose the support your business actually needs.

Thrive CPA works with owner-managed corporations that want reliable records, accurate filings, clear responsibilities, and advice they can use before decisions become permanent.

01
Annual service

Corporate Year-End & Tax

For organized corporations that maintain current records and need accurate annual financial reporting, T2 corporate tax compliance, and a structured year-end process.

May include

  • Year-end financial statements
  • T2 corporate income tax return
  • Corporate tax instalment review
  • HST and information-return coordination
  • Connected shareholder personal tax matters where included

Best suited to

  • Stable owner-managed corporations
  • Businesses with clean, current bookkeeping
  • Owners who need annual compliance and planning
  • Corporations without recurring monthly support needs
02
Recurring service

Monthly Accounting & Financial Reporting

For owners who want dependable bookkeeping, reconciled accounts, timely reporting, and fewer issues accumulating before year-end.

May include

  • Monthly bookkeeping and reconciliations
  • HST preparation and filing
  • Periodic financial reporting
  • Year-end financial statements and T2 return
  • Owner compensation and instalment review

Best suited to

  • Growing corporations with regular activity
  • Businesses with payroll, HST, or multiple accounts
  • Owners who want current, dependable records
  • Clients who value a consistent reporting cadence
03
Planning and advice

Tax Planning & Business Advisory

For incorporated business owners who need forward-looking tax planning, cash-flow visibility, and recurring guidance around financial decisions.

May include

  • Salary and dividend planning
  • Corporate and personal tax instalment planning
  • Cash-flow forecasting and tax reserve planning
  • Management reporting and variance review
  • Recurring planning meetings and action items

Best suited to

  • Owners making compensation or investment decisions
  • Businesses that need more than annual compliance
  • Corporations with changing cash-flow needs
  • Clients who want planning before year-end
Additional support

Related matters can be scoped when needed.

The right scope depends on the condition of the records, deadlines, complexity, and whether the matter fits Thrive CPA’s experience and capacity.

CRA

Reviews, audits, and disclosures

Assistance may be available for CRA reviews, audit requests, correspondence, and voluntary disclosures.

Bookkeeping

Historical cleanup

Overdue or disorganized bookkeeping may be accepted after a diagnostic review and separate scope.

Service questions

Clear scope before work begins.

Are all services included in every engagement?

No. Each engagement has a written scope based on your needs, records, transaction volume, deadlines, and complexity.

Can Thrive CPA take over from my current accountant?

Yes. With your authorization, the transition can include professional clearance, access to prior filings and records, review of outstanding items, and a defined onboarding process.

How are fees determined?

Fees are based on scope, complexity, volume, record quality, deadlines, and the level of recurring communication or advisory support required. Fees are quoted before work begins.

Can I begin with annual service and add monthly support later?

Potentially. The appropriate service level can change as your business grows or your accounting needs become more complex.

Find the right fit

Not sure which service level fits your corporation?

An introductory call is used to understand your business, current records, year-end, and the support you are looking for.

Request an intro call