LPLewis PartnersCPA Professional Corporation

Our services

Tax, bookkeeping, and advisory services tailored to your goals — whether you are an individual, a family, or a growing small business.

Bookkeeping

Accurate, organized bookkeeping is the foundation of a healthy business.

We manage full-cycle bookkeeping in QuickBooks Online — recording transactions, reconciling accounts, and preparing clear financial summaries — so you always know where you stand and can focus on running your business.

Ask about Bookkeeping

What's included

  • QuickBooks Online setup, cleanup, or transition
  • Monthly or quarterly reconciliations — bank, credit card, loans
  • A/R and A/P tracking
  • Financial summaries and a year-end file ready for filing

Personal Tax

Personal and family returns handled with care.

From rental income and investments to self-employment, we make sure every credit and deduction is considered, minimizing your tax burden while providing clear, proactive advice for future planning.

Ask about Personal Tax

What's included

  • Personal, spousal, and family returns prepared together
  • Rental, investment, and self-employment income
  • Credits and deductions — medical, tuition, donations, disability
  • Instalment planning and CRA review correspondence

Corporate Tax & Compilations

Tax compliance paired with financial reporting you can rely on.

T2 filings, reorganizations, and succession planning, alongside compilation engagements that produce financial statements for management, lenders, and stakeholders. Strategy that optimizes your structure and plans for long-term success.

Ask about Corporate Tax and Compilations

What's included

  • T2 returns, schedules, GIFI, and Ontario filings
  • Compilation engagements under CSRS 4200
  • ASPE financial statements
  • T4 and T5 slips with supporting resolutions

Payroll & HST

Compliant, on-time payroll and HST — without the headaches.

Accurate payroll calculations, timely CRA remittances, and complete HST registration, filing, and reconciliation. Practical solutions tailored to your operations, for employers and self-employed professionals alike.

Ask about Payroll and HST

What's included

  • Pay runs on your schedule, with paystubs
  • Source deductions calculated and remitted
  • T4s, summaries, and ROEs
  • HST returns, WSIB, and Employer Health Tax

SR&ED Tax Credits

Recover a meaningful share of what you invest in development.

If your business works through technical problems where the outcome isn't certain — developing software, improving a process, engineering a product — that work may qualify for federal and Ontario credits. We assess eligibility candidly before you commit, prepare the technical narrative and cost schedules, and file the claim with your corporate return.

Ask about SRandED Tax Credits

What's included

  • Eligibility review before you commit to a claim
  • T661 technical narrative and cost schedules
  • Federal investment tax credits and Ontario credits
  • Support through CRA technical and financial review

Trusts & Estates

Trust and estate filings handled properly, often at a difficult time.

Family trusts, estates, and testamentary trusts all carry filing obligations, and the reporting rules have tightened considerably in recent years — including for trusts that hold nothing and do nothing. We prepare the returns, work alongside your lawyer through estate administration, and keep the executor's exposure in check.

Ask about Trusts and Estates

What's included

  • T3 returns, beneficiary slips, and summaries
  • Trust reporting, including bare and family trusts
  • Terminal T1 returns and estate administration
  • Clearance certificates and CRA correspondence

Advisory

Forward-looking advice at every stage of growth.

We support informed, strategic decisions on corporate structure, cash flow, expansion, and succession — providing practical guidance for complex transactions and improving profitability.

Ask about Advisory

What's included

  • Salary versus dividend planning
  • Incorporation timing and shareholder loans
  • Holding companies, reorganizations, and estate freezes
  • Business transitions and the capital gains exemption

Let's find the right fit

Not sure which service you need? Tell us about your situation and we'll recommend a plan.

Book a consultation