Personal Tax
Personal Tax
For the people behind the business.
For the people behind the business.
For the people behind the business.
Your personal and corporate tax aren't two separate problems, they're one system. Owner comp, dividends, equity, and your own return all move together. We plan them together, so a win on one side never becomes a surprise on the other.
Your personal and corporate tax aren't two separate problems, they're one system. Owner comp, dividends, equity, and your own return all move together. We plan them together, so a win on one side never becomes a surprise on the other.
Your personal and corporate tax aren't two separate problems, they're one system. Owner comp, dividends, equity, and your own return all move together. We plan them together, so a win on one side never becomes a surprise on the other.
ONE PICTURE, NOT TWO
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Most firms file yourreturn. We plan your year.
Most firms file yourreturn. We plan your year.
Most firms file your return. We plan your year.
When the same team handles your company and your personal return, the planning gets sharper: how you pay yourself, when to realize a gain, how an option exercise lands, what a cross-border move triggers. A standalone personal-tax preparer can't see any of that. We can, because we're already in the corporate books.
Our team carries more than 50 years of combined experience across Big Four audit, Canadian and US corporate and personal tax, manufacturing, technology, venture capital, fundraising, and private equity.
1 Team
The same team across your corporate and personal tax so nothing falls between them.
1 Team
The same team across your corporate and personal tax so nothing falls between them.
CA · US
Cross-border personal returns, one filing relationship.
CA · US
Cross-border personal returns, one filing relationship.
Year-round
Planning done during the year, not after year-end.
Year-round
Planning done during the year, not after year-end.
WHAT WE HANDLE
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Personal tax, with the whole picture in view.
Personal tax, with the whole picture in view.
Personal tax return preparation & filing.
T1 for Canada, 1040 for the US, or both for cross-border individuals. Prepared with your corporate position already understood.
(CA & US)
Owner compensation planning.
Salary vs. dividend mix, RRSP/401(k) room, and the most tax-efficient way to actually pay yourself; modelled across both the company and your return.
Stock option & equity comp.
Exercise timing, 83(b) elections, AMT exposure, and the tax mechanics of vesting all handled before a deadline forces your hand.
Capital gains & investment income.
Realization timing, loss harvesting, and the treatment of a liquidity event — planned so the gain isn't bigger than it needs to be.
Cross-border personal tax.
Dual filing, treaty positions, foreign tax credits, FBAR/FATCA, and residency questions for founders and operators across the border.
CROSS-BORDER
High-net-worth planning.
Trusts, estate basics, income splitting, and multi-entity structures for individuals whose tax picture has outgrown a single return.
Hi
Liquidity & exit planning.
Selling the business, taking secondary, or a major distribution — structured ahead of time so the personal tax outcome is the planned one.
CRA & IRS personal correspondence.
Reviews, notices, and reassessments on your personal file are all answered by the same team that prepared the return.
Personal tax return preparation & filing.
T1 for Canada, 1040 for the US, or both for cross-border individuals. Prepared with your corporate position already understood.
(CA & US)
Owner compensation planning.
Salary vs. dividend mix, RRSP/401(k) room, and the most tax-efficient way to actually pay yourself; modelled across both the company and your return.
Stock option & equity comp.
Exercise timing, 83(b) elections, AMT exposure, and the tax mechanics of vesting all handled before a deadline forces your hand.
Capital gains & investment income.
Realization timing, loss harvesting, and the treatment of a liquidity event — planned so the gain isn't bigger than it needs to be.
Cross-border personal tax.
Dual filing, treaty positions, foreign tax credits, FBAR/FATCA, and residency questions for founders and operators across the border.
CROSS-BORDER
High-net-worth planning.
Trusts, estate basics, income splitting, and multi-entity structures for individuals whose tax picture has outgrown a single return.
Hi
Liquidity & exit planning.
Selling the business, taking secondary, or a major distribution — structured ahead of time so the personal tax outcome is the planned one.
CRA & IRS personal correspondence.
Reviews, notices, and reassessments on your personal file are all answered by the same team that prepared the return.
WHO IT'S FOR
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WHO IT'S FOR
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When your return stopped being simple.
When your return stopped being simple.
When your return stopped being simple.
FOUNDERS & OPERATORS
Equity
Options, vesting, and exercise timing that a generic preparer mishandles.
Comp
Salary-vs-dividend decisions made with the company's books in view.
Exit
Liquidity events structured before they happen, not reported after.
HIGH EARNERS & CROSS-BORDER
Multi-source
Investment, business, and employment income that interacts in non-obvious ways.
Two countries
Dual filing and treaty positions, handled by one team.
Wealth
Trusts, estate, and income-splitting structures done properly.
PAIRS WITH
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PAIRS WITH
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One firm, one team,everything connected.
One firm, one team,everything connected.
One firm, one team,everything connected.
[id]
[service]
01 — Bookkeeping
Live Bookkeeping
Reconciled every business day. Receipts matched, accounts ticked, financials by day three.
01 — Bookkeeping
Live Bookkeeping
Reconciled every business day. Receipts matched, accounts ticked, financials by day three.
02 — Tax
Corporate Tax
Proactive strategy across Canadian, US, and cross-border filings. SR&ED, R&D credits, audit defence.
02 — Tax
Corporate Tax
Proactive strategy across Canadian, US, and cross-border filings. SR&ED, R&D credits, audit defence.
03 — Finance
Fractional Finance
An embedded accountant, controller, or CFO — scaled to exactly what your business needs now.
03 — Finance
Fractional Finance
An embedded accountant, controller, or CFO — scaled to exactly what your business needs now.
GETTING STARTED
Stop filing in arrears. Start planning ahead.
Stop filing in arrears. Start planning ahead.
Book a 30-minute call. We’ll look at your structure, your year, and where the decisions still on the table could save you real money.
Book a 30-minute call. We'll look at your structure, your year, and where the decisions still on the table could save you real money.
A live finance function for businesses that take their numbers seriously. Canada & the United States.
Follow Us
© 2026 Writeoff. All rights reserved.
CA / US · Live books · Proactive tax · Fractional finance
A live finance function for businesses that take their numbers seriously. Canada & the United States.
Follow Us
© 2026 Writeoff. All rights reserved.
CA / US · Live books · Proactive tax · Fractional finance
A live finance function for businesses that take their numbers seriously. Canada & the United States.
Follow Us
© 2026 Writeoff. All rights reserved.
CA / US · Live books · Proactive tax · Fractional finance