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UM Tax and Accounting Inc.Tax, Bookkeeping & Advisory

Canadian tax, bookkeeping and advisory

Personal and corporate returns, bookkeeping, dealing with the CRA and part-time CFO work for Canadian businesses, cross-border families and individuals.

Book a consultation

What we do

All services

Tax

Tax Returns & Planning

Personal (T1), corporate (T2) and GST/HST returns, with the planning done before your year closes, while there is still time to act.

Explore Tax Returns & Planning
TaxCross-Border TaxFor people and businesses with a foot on each side of the Canada–US border: residence, treaty positions, the Canadian reporting that follows US ties, and Canadian businesses expanding into the US.TaxTax RepresentationWhen the CRA writes to you, we deal with it: enquiries, requests for documents, reassessments and notices of objection, as your authorized representative.TaxEstates & TrustsFor executors and trustees: the final return for someone who has died, T3 returns for the estate and for trusts, and the clearance certificate before the estate is distributed.AccountingBookkeeping & AccountingMonthly bookkeeping, bank reconciliations, payroll remittances and GST/HST, with management reports you can read and act on.AdvisoryFractional CFOPart-time finance leadership for owner-managed businesses: cash-flow forecasts, budgets, pricing and a regular look at the numbers with you.AdvisoryCompany SetupFor owners starting or incorporating a business in Canada: the business number, the CRA program accounts you need, and a calendar for the first year.

Who we serve

Whether you run a company, sit on a non-profit board or file for yourself, start here.

How an engagement works

The work is agreed in writing before it starts.

  1. Step 1

    First conversation

    Tell us what needs doing and the filing dates you are working to.

  2. Step 2

    Agree the scope

    An engagement letter sets out the work and the fee. Work starts once it is signed.

  3. Step 3

    Send your records

    We send a list of the slips, statements and records we need.

  4. Step 4

    Receive the work

    Returns, filings or reports come back with an explanation and the next dates to watch.

Credentials

Stated exactly, so you know who does the work.

The business
UM Tax and Accounting Inc.Tax, bookkeeping, advisory and fractional CFO services.
Practitioner
Mashad Manzoor, founder and Chief Executive OfficerLeads Canadian tax: personal and corporate tax, GST/HST, payroll and year-round planning.
With the CRA
Acts as your authorized representative with the CRAOnce you authorize us with the CRA, online or on Form AUT-01.

Questions

Still have a question?

Contact us
Do you prepare both personal and corporate returns?

Yes: T1 personal returns and T2 corporate returns, with GST/HST returns where you are registered.

Can you deal with the CRA for me?

Yes, once you authorize us as your representative. We answer the CRA’s letters and requests for information on your behalf and tell you what happens at each step.

I also have US filing obligations. Can you help?

We look after the Canadian side. Where you also need US returns, we tell you at the start who prepares them.

What happens after I get in touch?

We reply to arrange a first conversation about what you need. Afterwards you know what the work involves, what you will receive and which slips and records we need.