Corporate Accounting and Tax Planning for Calgary Business Owners
Your accountant should help you understand your numbers, meet your filing obligations and make informed decisions about your business.
At KD Beausoleil Professional Corporation, we help incorporated business owners in Calgary with corporate accounting, year-end financial statements, corporate tax returns, bookkeeping and strategic tax planning.
Whether you need ongoing accounting support, want to change accountants or have outgrown your current corporate structure, we start by understanding your business and what you want to accomplish.
Book a consultation to discuss your corporate accounting and tax-planning needs.
Accounting Support Built Around Your Business
Running a business means making decisions throughout the year—not just when your tax return is due. We help connect your bookkeeping, year-end reporting and tax planning so you can understand where your business stands and what needs attention.
Your engagement is tailored to the services you need, with scope and fees agreed upon before work begins.
Corporate Year-End and Financial Statements
We prepare corporate year-end financial statements and review the underlying accounting information to identify outstanding questions and adjustments.
We help you understand your business’s financial results, including revenue, expenses, profitability and shareholder account balances.
Corporate Tax Returns
We prepare corporate income tax returns, including T2 returns and applicable provincial corporate filings. Our work considers your company’s activities, supporting records and relevant tax positions.
We also help you understand the resulting corporate tax balances and applicable payment and filing obligations.
Bookkeeping and GST/HST Support
Accurate bookkeeping gives your business a stronger foundation for reporting and planning.
Depending on your engagement, we can assist with bank and credit card reconciliations, transaction classification, financial reporting and GST/HST returns.
Corporate Tax Planning
Business decisions can affect both your corporation and your personal finances. We help you evaluate planning opportunities in the context of your income, ownership structure, family circumstances and long-term objectives.
Planning discussions may include owner compensation, retained corporate funds, holding companies, succession and the tax implications of a future business sale.
Corporate Reorganizations, Trusts and Estate Planning
As your business and family circumstances change, your existing structure may need to change with them.
KDB advises on corporate reorganizations, trusts, estate planning and succession. We assess whether a proposed strategy fits your circumstances and coordinate with your legal and other professional advisers where needed.
Why Work With KDB?
Advanced Tax Training
Kevin Beausoleil holds the CPA, CGA, and TEP designations, alongside an MBA and BA, and has completed CPA Canada’s three-year In-Depth Tax Program.
His background supports KDB’s work in corporate tax planning, reorganizations, trusts and estates.
Experience With Owner-Managed Businesses
We work with business owners across industries, including trades, construction, restaurants, professional services, consulting and real estate.
We take the time to understand how your business operates, how you draw income and what you are working toward.
Clear Explanations and Defined Next Steps
You should understand what work is being completed and why it matters. We explain our findings, identify the information we need and outline the next steps in your engagement.
Working With Us
1. Discuss your business
Tell us about your company, your current accounting arrangements and the issues you want to address.
2. Review the relevant information
Depending on your needs, we may request prior financial statements, corporate tax returns, bookkeeping records and ownership information.
3. Agree on scope and fees
We outline the services proposed, the information required and the associated fees. Where a detailed tax-planning review is needed, we explain that scope separately.
4. Get started
We coordinate onboarding, request the necessary records and establish the next steps for your accounting or planning work.
Frequently Asked Questions
What does a corporate accountant do?
A corporate accountant helps an incorporated business prepare financial information, meet tax-reporting obligations and understand its financial position. Depending on the engagement, services may include bookkeeping, year-end financial statements, corporate tax returns and tax planning.
How much does corporate accounting cost?
Fees depend on the size and complexity of your business, the condition of your bookkeeping, the number of entities involved and the services required.
We review your needs before providing a quote. Corporate tax planning, reorganizations and catch-up accounting may require a separate engagement.
Can KDB take over from my current accountant?
Yes. We can help coordinate the transition, request relevant records with your authorization and identify outstanding work. Bringing your latest financial statements and corporate tax return to the initial discussion can help us assess what is needed.
What records do you need for a corporate year-end?
Common records include your bookkeeping file, bank and credit card statements, prior financial statements and tax returns, loan statements, asset purchases and details of shareholder transactions.
We provide a checklist tailored to your business.
Can you help with tax planning before year-end?
Yes. Reviewing your circumstances before year-end can provide time to assess options and implement appropriate steps. The available opportunities depend on your business, personal circumstances and applicable tax rules.
Do I need to visit the Calgary office?
We offer in-person and virtual meetings, allowing you to work with us in the format that suits your needs.
Speak With a Calgary Corporate Accountant
If you need corporate accounting support or want a closer look at your business’s tax planning, contact KD Beausoleil Professional Corporation.
Call: 403.254.2204
Visit: Suite 320, 6835 Railway Street SE, Calgary, AB T2H 2V6
Book Your Corporate Accounting Consultation