Tax Advisory & Filing
Update your tax experience with Ke Wang CPA
From year-round bookkeeping to unlimited tax advisory support, our Premium plan has you covered. No extra fees, no year-end surprises—just expert tax support you can rely on.
How Ke Wang CPA works
An all star tax team
With experts in your corner, tax filing is simple. Our year-round tax support means you’ll never have to worry about missing a deadline again.
Your best return ever
An all-star team means an all-time-great tax return. Bookkeeping and tax services from Bench ensure you’ll get every deduction you deserve.
Every detail, handled by us
Our Premium plan gives you an all-in-one tax and bookkeeping solution. We keep everything organized for you, every step of the way.
List of materials for company tax return preparation
All bank statements, investment accounts, GIC accounts, operating accounts and savings accounts under the company's name must be included.
All credit card accounts under the company's name and personal credit card statements used for the company must be included.
Your company's General ledger, Trail Balance (QBO, Xero, Wave, Sage, Yardi or other software PDF or Excel). Or you can invite us to review your Book.
Your company's T4 and T4summary, T4A and T4A summary. T5 and T5 summary
Statement of new liabilities and bank loans. As well as the loan balance at the end of the year and the annual interest and prepayment total.
Contracts for new fixed assets, lawyer documents
CRA tax authorization, or provide T2 documents for the previous year's tax return.
Small business accounting training
Notice on company tax return
✦ The established company can freely choose the first year-end date.
✦ The deadline for corporate tax payment is related to the company's status and business and is normally filed within 2 months after the year-end.
✦ If the company is a CCPC and the company's business does not involve investment, commercial leasing, etc., the tax payment deadline is 3 months after the year-end.
✦ The deadline for company tax return is within 6 months after the company's year-end.
✦ Please note that if the company does not file a tax return within three years after the year-end, the tax bureau will not refund the tax if the tax return is filed later.
Customized tax support to fit your business
Whatever stage your business is at, you’re covered with Bench. We cover the tax support, prep, and filing from start to finish.
We do your bookkeeping
Each month, your bookkeeper organizes your business transactions and gets to work on your books. Come year-end, they’ll compile a tidy tax package that contains everything we need to file—and gives you a year-in-review snapshot of your business.
We provide year-round tax support
Tax time stress isn’t limited to tax season. That’s why we offer year-round advisory services through on-demand and unlimited tax consultations. With check-ins throughout the year, your tax team leaves no deductions behind.
We file your taxes
When you’re ready to file, your dedicated Tax Coordinator will collect all necessary documents and forms. Then your Bench Tax Advisor will facilitate the preparation, review and filing of your income tax return on time, every time.
Income tax filing deadlines
Don't wait until the last minute to start prepping your financials for tax filing. Consider this your official filing cheatsheet.
Self-employed Individuals: Solo & Partnerships
The 2024 tax-filing deadline is April 30, 2024 for individuals and June 17, 2024 for the self-employed.
The Canada Revenue Agency usually expects individual taxpayers to submit their income tax returns by April 30 of every year. If April 30 falls on a weekend, the CRA extends the deadline to the following business day.
Corporation
File your return within six months of the end of each tax year. The tax year of a corporation is its fiscal period. When the corporation's tax year ends on the last day of a month, file the return by the last day of the sixth month after the end of the tax year.
When the last day of the tax year is not the last day of a month, file the return by the same day of the sixth month after the end of the tax year.
Frequently Asked Questions
Will Ke Wang CPA file my personal taxes?
Yes! Personal federal and state income tax filings are included for sole proprietors in our Premium plan.
What kind of questions can I ask my tax team?
Anything and everything tax-related! Here are some examples to get you started:
The IRS just sent me a letter. What does it mean? Do I have to pay quarterly estimates? Should I incorporate my business? Should I write off mileage or get a business vehicle? What are the tax implications of my PPP loan?
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