Tax Strategy & Compliance

Tax Is a Decision You Make Before Year-End, Not a Form You File After It.

By the time your return is due, almost every meaningful choice has already been made for you. We work through the year, structure, remuneration, timing, so that filing season is paperwork rather than damage control.

In short

What does a tax strategy and compliance advisor do for a Canadian business?

A tax advisor plans your tax through the year instead of only filing at year-end. That means choosing how you pay yourself (salary or dividends), whether a holding company makes sense, and timing income and expenses, then handling the T2, GST/HST, payroll and CRA correspondence.

Orientum handles corporate tax (T2) with quarterly calculations, quarterly GST/HST, payroll, bookkeeping in Xero and CRA reviews, plus US federal and state returns for Canadian companies with a US entity. Pricing is quoted after a free 15-minute call.

Canada
T2, GST/HST, payroll, bookkeeping, annual returns, CRA audits
United States
Federal and state returns, cross-border structuring, US payroll, sales tax nexus
Advisory
Salary vs dividends, holdcos, timing
Best for
About $200K to $12M+ revenue
Pricing
Quoted after a free 15-minute call

Scope

What We Handle, on Both Sides of the Border

01QuarterlyAnnual

Corporate Tax (T2)

Calculated every quarter so there are no surprises, then prepared, reviewed and filed at year-end.

02Quarterly

GST/HST

Quarterly calculations, preparation, review and filing.

03Ongoing

Payroll

Payroll runs and remittances, T4, T4A and T5 slips, and ROEs.

04Ongoing

Bookkeeping

Books kept in Xero, reconciled and ready when you need the numbers.

05Annual

Corporate Compliance

Provincial and federal annual returns, minute book, and director, officer and address changes.

06Annual

Business Planning

An annual planning session, a tax plan built around it, and monitoring through the year.

07As needed

CRA Reviews and Audits

We handle CRA reviews and queries and support you through an audit.

On top of it all

Advisory

Salary or dividends, holdcos, timing and structure. Senior advice whenever a decision has a tax consequence.

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Case study

A $15M Acquisition, Structured Before the LOI

A founder came to us mid-conversation with a buyer. We modelled the after-tax outcome of three deal structures, share sale, asset sale, and a hybrid, including the lifetime capital gains exemption across the shareholder group, then worked with counsel through diligence. The gap between the best and worst structure was material enough to change the founder's retirement.

Anonymised at client request; details available under NDA.

Engagement

A Quarterly Retainer, Plus Project Work

Compliance and four planning touchpoints through the year on retainer. Transaction and structuring work is scoped and quoted as a project, in writing, before it starts.

Estimate your corporate tax →

Questions

Frequently Asked Questions

When is corporate tax (T2) due in Canada?

The T2 return is due six months after your fiscal year-end. The tax balance is usually due two months after year-end, or three months for many Canadian-controlled private corporations that qualify for the small business deduction.

Should I pay myself salary or dividends?

It depends on your income needs, RRSP and CPP goals, and your company’s tax rate. Salary builds RRSP room and CPP; dividends avoid payroll. Most owners land on a mix. Try our salary vs dividend calculator, then talk to us for your actual numbers.

Do I need a holding company?

A holdco can protect retained earnings, simplify future sales and support family planning, but it adds cost and filings. It usually makes sense once you are leaving meaningful profit in your operating company.

How often do I need to file GST/HST?

Monthly, quarterly or annually, depending on your annual taxable sales and what the CRA assigned when you registered. We calculate and file quarterly for most clients.

Can you handle US tax for a Canadian company?

Yes. We prepare US federal and state returns alongside your Canadian return, advise on cross-border structure and US payroll, and map sales tax nexus. We do not currently file US Section 41 R&D credits.

What if the CRA reviews or audits my company?

We handle CRA reviews and queries and support you through an audit, including preparing the documents and responses.

Year-End Shouldn't Be a Surprise.

Book a call and we'll tell you what you're currently leaving on the table.

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