Mon – Fri: 9:00 AM – 6:00 PMSat: By appointment
+1 (437) 328-6107rkwealthpreservationltd@gmail.com

Our Services

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Bookkeeping Corporate Tax Payroll Advisory Incorporation Setup Personal Taxes
What We Do

Financial services built around you

Whether you're running a growing company, working for yourself or just want your personal taxes done right, we have a service that fits. Every engagement starts with a conversation about what you actually need.

Bookkeeping records and calculator
01 · Bookkeeping

Bookkeeping

Good decisions start with accurate books. We record your transactions, reconcile your bank and credit card accounts every month, and send you clear reports so you always know where your business stands.

We work with QuickBooks Online, Xero, Wave and Sage, and can set up a cloud system for you if you're still on spreadsheets.

  • Monthly or quarterly bookkeeping
  • Bank and credit card reconciliations
  • Accounts payable and receivable
  • HST/GST filings
  • Monthly financial reports
  • Catch-up and clean-up work
Get a Quote
Signing corporate tax documents
02 · Corporate Tax

Corporate Tax

We prepare and file your corporate tax return (T2) and year-end financial statements, and make sure you're claiming every deduction your business is entitled to.

More importantly, we plan ahead. We'll talk with you during the year about salary versus dividends, timing of purchases and other ways to keep your tax bill under control.

  • T2 corporate tax returns
  • Year-end financial statements
  • Tax planning and strategy
  • Salary vs. dividend planning
  • CRA correspondence and reviews
  • Instalment planning
Get a Quote
Payroll on a laptop
03 · Payroll

Payroll

Paying your team should be the easy part of running a business. We take care of every pay run, calculate deductions, remit to CRA on time and prepare year-end slips – so your employees are paid correctly and you stay compliant.

  • Weekly, bi-weekly or monthly pay runs
  • CPP, EI and tax deductions
  • Source deduction remittances
  • T4 and T4A slips
  • Records of Employment (ROEs)
  • Vacation and benefits tracking
Get a Quote
Business planning meeting
04 · Advisory

Advisory

When you're facing a big decision – hiring, expanding, taking on a loan or buying equipment – it helps to have someone in your corner who knows your numbers. We help you understand your options and choose the right path.

  • Budgeting and forecasting
  • Cash flow management
  • Business plans for lenders
  • Profitability reviews
  • Growth and expansion planning
  • KPI and performance reporting
Book a Consultation
New office space
05 · Incorporation Setup

Incorporation Setup

Starting a business is exciting, and the structure you choose has a real impact on your taxes and liability. We'll explain the difference between a sole proprietorship and a corporation, help you decide, and handle the setup from start to finish.

  • Choosing the right structure
  • Federal or provincial incorporation
  • Business number and CRA accounts
  • HST/GST registration
  • Payroll account setup
  • Accounting system setup
Get Started
Personal tax forms
06 · Personal Taxes

Personal Taxes

Personal returns can get complicated quickly – rental income, self-employment, investments, moving or a new family member. We prepare and file your return accurately and on time, and make sure you don't miss any credits or benefits.

  • Individual and family returns
  • Self-employed (T2125) returns
  • Rental income
  • Newcomers to Canada
  • Prior-year and late filings
  • RRSP and tax-saving advice
Book Your Return
Who We Help

Clients we work with

Small Businesses

Retail, trades, restaurants and service businesses.

Self-Employed

Consultants, contractors, drivers and freelancers.

Start-ups

New owners setting things up the right way.

Individuals & Families

Personal returns, newcomers and rental owners.

FAQ

Common Questions

How much do your services cost?

It depends on the size of your business and the services you need. After a free first consultation we'll give you a clear, fixed quote so you know exactly what you're paying.

Can you work with me if I'm not in the same city?

Yes. Most of our work is done online using secure file sharing and cloud accounting software, and we're happy to meet by phone or video call.

I'm behind on my bookkeeping. Can you help?

Absolutely. Catch-up bookkeeping is one of the most common requests we get. We'll bring your records up to date and get you back on a regular schedule.

What documents do I need for my personal tax return?

Usually your T4 or other income slips, RRSP receipts, medical and donation receipts, childcare costs and any notices from CRA. We'll send you a checklist once you book.

Should I incorporate my business?

It depends on your income, your plans and how much risk your business carries. We'll walk you through the pros and cons for your situation before you decide.

Not sure which service you need? Let's talk it through.

Book a Free Consultation