A free second opinion on last year’s corporate return

What a second opinion looks at, GST/HST included

This is a real review, not a sales call with a form attached. We read the return and the statements side by side and check the things that most often get missed on an owner-managed file:

• Remuneration mix. Whether the salary and dividend split matched what the year actually earned, and what it did to your RRSP room and CPP.
• Small business deduction. Whether passive investment income ground it down, and whether associated corporations were handled correctly.
• Shareholder loan balances. The single most common source of an unwelcome reassessment on a small corporation.
• Capital cost allowance. Whether assets landed in the right classes and whether available claims were taken.
• Home office, vehicle and meals. Whether they were claimed through the corporation correctly, or claimed personally when they should not have been.
• GST/HST reconciliation. Whether what was filed agrees with what the statements say.
• Statement presentation. Whether the engagement level matches what your bank or bonding company actually needs.

If something looks wrong, we explain why; if not, you have free confirmation. A GST second opinion is part of the same review: we check whether the GST/HST you filed agrees with what the statements say.

What you get back

A one-page plain-English summary within five business days of receiving your documents: what we reviewed, anything we would have handled differently, and what, if anything, is worth acting on before your next year end. You keep it either way.

What it costs

Nothing. No fee and no obligation. It is the most honest way to show how we work: our actual thinking on your actual numbers before you decide anything.

Who this is for

Incorporated owners in British Columbia, Alberta, Ontario and Manitoba with at least one full year filed. Most useful if the business has changed since your arrangement began, no one else has reviewed your return, or a decision is coming, like a property purchase, a bonus or a new partner.

It is not useful if you have not yet filed a first corporate year. In that case an enquiry is the better starting point.

How it works

1. Request it — send an enquiry or call (604) 832-1743. We confirm what to send.
2. Send two documents — last year’s T2 and the financial statements that went with it, by secure upload. Nothing else is needed to start.
3. We review, and come back within five business days with the written summary.
4. You decide — act on it yourself, take it to your current accountant, or talk to us. All three are fine.

Everything runs remotely, by video call and secure upload. EverStone CPA works with incorporated owners across BC and in Alberta, Ontario and Manitoba — nothing here requires you to drive anywhere.

Questions owners ask