Professional CorporationTax planning & compliance · Ontario online CPA support
Tax Planning and Compliance Checkups for Ontario Individuals and Businesses
A practical checkup can help you identify tax, filing, recordkeeping, and timing questions before they become larger issues. OSA CPA provides focused online CPA support for Ontario clients by email and phone.
Short answer
What is a tax planning and compliance checkup?
It is a focused review of the tax, filing, recordkeeping, and timing questions that matter to your situation. The aim is to identify practical next steps before a deadline, missing record, or unresolved question becomes harder to manage.
A checkup is not a promise of a particular tax outcome. It is a careful way to understand the information and decisions that may need attention.
Who it can help
Useful when your circumstances have changed
Ontario individuals, self-employed people, small business owners, and incorporated owners may benefit when their income, business activity, records, or tax obligations have changed.
- Individuals with new income sources, deductions, property, or tax questions
- Self-employed people reviewing income, expenses, and recordkeeping
- Small businesses reviewing filing, bookkeeping, GST/HST, or payroll responsibilities
- Incorporated owners considering corporate tax or owner-compensation questions
- Clients who want to get organized before a deadline or CRA follow-up
What may be covered
Practical areas to review
The scope should match the facts. Depending on the situation, OSA CPA can help identify questions and next steps around:
- Upcoming filing deadlines and information still needed
- Personal, self-employment, corporate, GST/HST, or payroll recordkeeping
- Income, expenses, deductions, credits, and supporting documents
- Business, ownership, compensation, or income-source changes
- CRA notices, balances, correspondence, or items that need tracking
- A realistic order for addressing outstanding matters
When to act
Common reasons to request a checkup
Confirm what information is needed and avoid leaving important items until the last moment.
You started self-employment, incorporated, added a rental property, hired staff, or changed how you pay yourself.
Receipts, invoices, bank records, sales records, or prior filings may need clearer organization.
Early review can help identify questions before they lead to rushed work, corrections, or CRA follow-up.
What to prepare
Start with what you have
You do not need every document perfectly organized before contacting OSA CPA. A useful starting point includes:
- A short description of your situation and the questions you want answered
- Relevant tax returns, CRA letters, notices, or filing reminders
- Available income and expense records, financial statements, or bookkeeping reports
- Information about recent work, business, property, family, or income changes
- Any deadline that is causing concern
Next steps
A simple, focused process
Share what changed, what is due, and the question that matters most.
Identify the records, deadlines, filings, or tax areas that need attention.
Receive clear guidance on what to gather, resolve, monitor, or address next.
Related help
Related Tax & CRA Help
If your concern is tied to a CRA letter, notice, reassessment, or document request, a focused review may be more appropriate.
Ontario online CPA support
Get clear on the next practical step
OSA CPA provides focused support for Ontario individuals and businesses by email and phone.