Tax and accounting for rental portfolios, syndication investors, and non-resident owners of Canadian property. Structure, capital cost allowance, and reporting handled together.
Real estate rewards planning and punishes improvisation. Capital cost allowance that cannot be used to create a rental loss, the current expense versus capital improvement line that CRA reviews closely, change of use and principal residence rules that turn on a single election, GST/HST on new and substantially renovated property, and, for non-resident owners, section 116 clearance certificates and Part XIII withholding that surprise almost everyone at closing.
We keep portfolios clean at the entity and owner level, covering rental statements, partnership returns, and slips in and out. We are also among the few small providers fluent in the non-resident owner layer: the section 116 certificates, the section 216 elections, and structures chosen before the purchase rather than repaired after it.
T776 rental statements and partnership returns for rentals and joint ventures, with CCA schedules maintained rather than reconstructed.
The repair and improvement line drawn and documented at the time, not argued after a review letter arrives.
Deemed disposition planning, subsection 45(2) and 45(3) elections, and the principal residence designation filed correctly on Form T2091.
New housing and substantial renovation rebates, self-assessment on change of use, and the election choices that come with them.
Section 116 clearance certificates, NR6 undertakings and section 216 returns, individual tax number coordination, and Part XIII withholding for foreign investors in Canadian property.
Partnership bookkeeping and T5013 preparation for syndicates and family entities, delivered on a calendar investors can plan around.
Canadian and US tax compliance for cross-border businesses and individuals, from the first T1135 to a full treaty position.
Explore serviceFederal and provincial tax compliance for corporations and individuals in Canada. T1, T2, GST/HST, and instalments planned before your fiscal year end.
Explore serviceBookkeeping, monthly close, and management reporting delivered as a service on QuickBooks Online and Xero for Canadian businesses.
Explore service