Canadian Tax
Personal Income Tax Preparation
WIS Accounting, Tax & Advisory Inc. provides accurate, compliant, and stress-free personal tax preparation for individuals and families across Canada. Our approach focuses on uncovering every eligible deduction and credit, ensuring your return is optimized while remaining fully compliant with CRA requirements. Whether your situation is straightforward or involves multiple income sources, investments, rental properties, foreign reporting, or self-employment, we apply a meticulous review process backed by ACCA and CFE-level expertise. Our goal is to give you clarity, confidence, and peace of mind at every stage of the filing process.
Corporate Income Tax Preparation
We support corporations with precise and strategic tax preparation that aligns with both compliance obligations and long-term business goals. Our work includes preparing T2 corporate returns, optimizing tax positions, reviewing shareholder transactions, and ensuring proper treatment of expenses, capital assets, and loss carryforwards. We help you navigate complex areas such as associated corporations, passive income rules, and tax planning opportunities that affect your overall corporate structure. Every return is prepared with the level of accuracy and professional judgment expected from a firm led by ACCA and CFE-designated professionals.
Trust Income Tax Preparation
Trust taxation requires specialized knowledge, and WIS Accounting, Tax & Advisory Inc. provides comprehensive support for preparing T3 trust returns, beneficiary allocations, and compliance with trust reporting rules. We assist with family trusts, estate trusts, bare trusts, and inter vivos trusts, ensuring proper reporting of income, capital gains, and distributions. Our team ensures your trust structure remains compliant with evolving CRA requirements, including enhanced disclosure obligations, while helping you manage tax efficiency and long-term planning for beneficiaries.
GST/HST/PST Filings
We help businesses stay compliant with indirect tax obligations by managing GST/HST/PST filings with accuracy and timeliness. Our services include preparing periodic returns, reconciling sales and input tax credits, reviewing tax treatment of transactions, and advising on place-of-supply rules. Whether you operate in a single province or across multiple jurisdictions, we ensure your filings reflect the correct tax rates and reporting requirements. Our goal is to reduce errors, avoid penalties, and streamline your compliance processes so you can focus on running your business.
CRA Audit Assistance
WIS Accounting, Tax & Advisory Inc. provides professional support when dealing with CRA reviews, audits, or requests for information. As a firm led by a Certified Fraud Examiner (CFE), we bring a high level of analytical rigor and documentation standards to every audit engagement. We help you understand the scope of the CRA inquiry, prepare and organize supporting documents, respond to CRA questions, and represent your interests throughout the process. Our objective is to resolve matters efficiently, minimize exposure, and ensure your rights as a taxpayer are protected.
Tax Planning and Compliance
Effective tax planning is essential for long-term financial stability, and we provide tailored strategies for individuals, families, and businesses. Our planning services include optimizing corporate structures, managing income splitting opportunities, planning for retirement and succession, evaluating investment tax implications, and ensuring compliance with Canadian and cross-border tax rules. We take a proactive approach, identifying opportunities and risks early so you can make informed decisions that align with your financial goals. Every recommendation is grounded in technical expertise and a deep understanding of CRA requirements.











