Tax-Ready Bookkeeping
Clean Books for a Smooth Year-End Handoff
TBR prepares accurate, reconciled business records for your accountant or income-tax preparer. Personal income tax return preparation is available to new and existing clients, without a bookkeeping engagement. Corporate T2 returns are available only to established bookkeeping clients or businesses with an existing relationship with TBR, never as a standalone service. Scope and fees are confirmed before work begins.
Good year-end work starts long before a return is filed. Alex’s experience as a former CRA Trust Account Examination Officer informs how TBR organizes records, documents transactions, and keeps business books ready for CRA questions.
What we prepare
- Year-end bank and credit-card reconciliations
- Profit & Loss, Balance Sheet, general ledger, and supporting schedules
- Source-document organization and transaction support
- Catch-up bookkeeping and cleanup before accountant handoff
- HST/GST returns when separately engaged or included in your package
Income-tax preparation options
Personal income tax return preparation is available to new and existing clients, without a bookkeeping engagement. Corporate T2 returns are available only to established bookkeeping clients or businesses with an existing relationship with TBR, never as a standalone service. Scope and fees are confirmed before work begins. For personal returns, visit our dedicated personal income tax page. Complex or specialist files are reviewed before acceptance.
Pricing is quoted after review
Ongoing monthly clients receive year-end preparation according to their package. Catch-up and one-time cleanup work is quoted after we review the volume, condition, and age of the records.
Get your books ready for your accountant
Book a free consultation. We will review your bookkeeping situation and provide a clear quote before work begins.
Book your free consultation