Tax guides

Evergreen guides written in plain language, with direct links to official CRA, Service Canada, WSIB, FinCEN, and IRS pages. Each guide walks through the rules, deadlines, and checklists I review with owner-managed corporations, employers, newcomers, and cross-border clients in Toronto, ON, and you can also follow my weekly tax and AI news roundups. They are general information, not advice for your situation.

First-year Canadian tax checklist for newcomers

A plain-language checklist for your first year in Canada: residency, SIN, benefits, foreign income, your first return, and deadlines. Links to canada.ca.

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CRA audit: what to expect and how to prepare

How a CRA audit works: records the auditor can request, response timelines, your rights, objection deadlines, and a preparation checklist. Links to canada.ca.

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Year-End Tax Planning for Owner-Managed Corporations (2026)

Salary vs dividends, RRSP and TFSA, instalments, HST, CCA timing, and the US January 15 payment for owner-managed corporations in 2026. Links to CRA and IRS.

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Payroll Year-End Guide for Ontario Employers (2026)

Last remittances, T4 and T4A slips (due March 1, 2027), ROEs, WSIB reconciliation, and a year-end checklist for Ontario employers. Links to CRA and WSIB.

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Tax Guide for US Citizens Living in Canada (2026)

Filing in both countries, foreign tax credits, FBAR and Form 8938, RRSP and TFSA, Form T1135, and the 2027 due dates for US citizens in Canada. Links to IRS and CRA.

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