Home/Services/Tax Preparation Support

T1 & T2 Tax Preparation Support for Accounting Firms

Get through personal and corporate tax season without turning clients away. We prepare returns and working papers in your tax software, ready for your reviewer to check and file.
  • T1 and T2 returns prepared for review
  • Work done in your tax software
  • Your firm reviews and files
The challenge

Tax season is a capacity problem, not a skills problem

From February to April, T1 volume climbs while T2 deadlines keep arriving behind it. Seasonal hires take time to find and even longer to train.
A preparation team that already knows Canadian personal and corporate returns gives you those extra hours, and your experienced people can stay on review and planning.

The April pile-up

T1 volume peaks at the same time as the T2s nobody had time for in March.

Seasonal staff need training

By the time a temp knows your process, the season is almost over.

Rework at review

Returns prepared in a rush come back with review notes that cost more time than they saved.

Scope of work

Tax work we prepare for your firm

Returns and working papers prepared to your checklists, with open questions listed clearly for your reviewer.

Personal tax (T1)

Corporate tax (T2)

Tax working papers

Slips & related filings

Your reviewer has the final word

Tax advice, planning decisions and the final review stay with your firm. Returns are filed by your firm through EFILE under your own credentials, never by us.

Software we work in

TaxCycleProFileCCH iFirm TaxprepCanTaxExcel
Using something else? Ask us. We adapt to your set-up rather than asking you to change it.
How it works

Getting started is straightforward

01

Scoping call

We go through the work you want to hand over, your deadlines and how your files are set up.

02

Access & checklists

You give us access the way you choose. We learn your checklists, file naming and review style.

03

A small first batch

We start with a handful of files so you can check our work before handing over more.

04

A steady rhythm

Agreed turnaround times, one named contact and regular check-ins as volume grows.

Ways to work with us

Pick the arrangement that fits your firm

Start small, change the arrangement as your workload changes, and get a clear quote before any work begins.

Peak-season support

Extra preparers for February to June, booked ahead so we can learn your software set-up.

Year-round corporate work

T2s prepared as year-ends close, so they never pile up in one month.

Dedicated tax preparer

One preparer assigned to your firm who learns your client base and review style.
FAQ

Questions firms ask us

No. We prepare the returns and working papers. Your firm reviews them and files through EFILE under your own credentials.

We work in your firm’s software, most often TaxCycle, ProFile and CCH iFirm Taxprep. Tell us what you use on the first call.

We prepare them and flag anything that needs judgment, such as associated corporations or unusual transactions, so your reviewer can make the call with the facts in front of them.

We prepare what we can and give you a clear list of what is missing, written so you can forward it to the client as is.

Yes. Plenty of firms use us only for the peak months. Booking early lets us learn your set-up before the rush starts.

We sign an NDA before any files are shared and work only through the access you give us, which you can remove at any time.

Related services

Other ways we support your firm

Accounting Services

Bookkeeping & Reporting

Audit Support

Advisory & Back-Office

Talk to a partner about your workload

Tell us what you want to hand over. We will look at sample files and send a clear proposal.