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Business Services

Planswise supports businesses at every stage of growth, from initial structuring to ongoing compliance.

Advisory & Startup

  • Guidance for founders building businesses in Canada

  • Business setup and incorporation support

  • Corporate structuring and financial planning

  • A clear, compliant path from launch to growth

Corporate Tax & Compliance

  • End-to-end corporate tax filing (T2 – federal & provincial)

  • Strategic tax planning to reduce risk and improve efficiency

  • CRA compliance and representation, handled professionally

  • Ongoing annual filings and regulatory support

Accounting & Payroll

  • Full-cycle bookkeeping and financial reporting
  • Payroll setup, processing, and T4 filings
  • GST/HST reporting and remittances
  • Compliance and strategic auditing
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Personal Services

Planswise supports individuals and families with proactive financial planning and tax expertise. We simplify the complexities of the Canadian tax system, helping you protect your savings and navigate your financial journey with clarity and confidence.

Tax Services

  • Personal income tax returns for employees, self-employed individuals, and newcomers

  • Rental income reporting (T776)

  • CRA assistance, follow-ups, and correspondence

Personal Financial Management

  • Clear budgeting to help you manage everyday expenses

  • Savings and emergency fund planning for peace of mind

  • Smart debt management strategies to regain control

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