Tax planning that runs all year, not just in April.
For Alberta businesses doing $350K to $10M a year, our tax services bring corporate and personal tax planning, year-round optimization, and CRA-ready filing, the kind of attention that usually gets squeezed into a two-week scramble every spring. Delivered by a CPA-led team, on a rhythm scoped to your fiscal year.
What our tax services actually deliver
Tax planning isn’t a once-a-year filing exercise. At McRally, we plan your corporate and personal tax position throughout the year, not just at deadline, so decisions like hiring, pricing, and equipment purchases are made with the tax impact already accounted for.
Year-round planning
Planning throughout the year is where real savings happen. Waiting until filing season means most of the levers are already locked. We review your compensation structure, purchase timing, and corporate setup well before year-end, so adjustments can still be made while they matter.
This is how we shift the work from reactive scrambling to deliberate, forward-looking decisions. You see problems while they are still cheap to fix, not after the deadline has passed.
Filing and compliance
Filing and compliance runs underneath everything we do. Compensation structure, purchase timing, corporate setup, and how profit moves between you and the company. Each of these carries a consequence, and by year-end most choices are already made. Integrated planning means those choices get made intentionally, while the options are still open. Many clients also pair this work with fractional CFO support to connect filings directly to cash forecasts.
Clarity and reporting
Clarity means reporting built for a business owner, not an auditor. Each period you get the numbers that matter, in plain language, with the context attached: what changed, why it changed, and what we recommend next. If you have ever nodded through a financial statement without really absorbing it, this part of the service changes how you run the business.
Strategic advisory support
Strategic advisory support is the ongoing part of the engagement. Thinking about restructuring, expanding, or timing a major purchase? Those conversations do not wait for a quarterly review. You bring them to us when they are live, and we work through the numbers with you before you commit.
Signs your filing approach needs a rethink
Our service gives you consistent, hands-on financial guidance tailored to your business, not a generic template. If any of these sound familiar, it may be time for a new approach to tax:
None of these signs mean the business is failing. They mean your financial setup has outgrown the approach it started with. That is a milestone, not a crisis, and it is something we resolve faster than most owners expect.
From year-end scramble to a tax plan you run the business on
Most businesses don’t have a tax problem; they have a timing problem. By the time a return is being filed, most of the decisions that would have reduced it are already locked in. We fix that by working the plan year-round, not just at deadline.
Get current
Filings you’re not behind on. We resolve back filings, respond to any CRA notices, and get your corporate and personal returns caught up. You stop dreading what the CRA might send next.
See it coming
A tax bill that isn’t a surprise. You get a running view of what you’ll owe well before filing season, based on your actual numbers, not a rough estimate in April. No more year-end shock.
Plan around it
Decisions made with the tax impact already priced in. Compensation structure, purchase timing, and how profit moves between you and the company all get tested before you commit, not adjusted after the fact when the options are gone.
Optimize year-round
A strategy that runs in the background. As your business grows, so does the complexity: multiple entities, larger payroll, bigger purchases. We keep the plan current so opportunities don’t get missed between filings.
Answers before you even ask
What is the difference between tax preparation and tax planning?
Tax preparation focuses on accurately filing your return for a completed year, while tax planning is a forward-looking strategy to reduce your liability before the year ends. Working with a tax professional on both gives you a clearer picture of what you owe and why, and positions you to make smarter financial decisions throughout the year.
What affects the cost of our services?
The complexity of your financial situation is the primary factor: the number of income sources, business entities, investment accounts, and deductions all influence the scope of work involved. We confirm the exact fee structure with you before any work begins so there are no surprises.
How does Xero bookkeeping connect to my tax filing?
Xero bookkeeping keeps your financial records organized and current throughout the year, which makes preparing your return significantly more accurate and efficient. When your books are maintained in Xero, we can pull clean, categorized data directly into your return rather than reconstructing records at year-end.
What records should I gather before my tax appointment?
You’ll generally need income slips such as T4s (employment), T4As (contract or pension income), T5s (investment income), or T3s (trust income), along with receipts for deductible expenses, and any notices you’ve received from the CRA. If you’re self-employed or run a business, having your Xero bookkeeping reports or bank statements organized in advance helps the process move smoothly.Can you help if I have unfiled returns from previous years?
Yes, catching up on unfiled returns is a service we handle regularly, and addressing them proactively typically results in better outcomes than waiting for the authorities to act first. We review each year individually, identify any penalties or interest that may apply, and confirm a plan with you before proceeding.