Organized, up-to-date financial records that give business owners a clearer view of where their money is going.
Prepare · Tax Services · Calgary, Alberta
Clear, accurate, stress-free tax support in Calgary
We help you prepare personal, self-employed, and corporate tax filings—and stay organized with GST/HST and CRA correspondence. Your numbers explained. Your taxes organized. Your financial decisions made clearer.
Overview
What tax services means here
At Sari Financial Management, we help individuals, families, self-employed professionals, and small businesses understand their taxes and stay organized with their CRA obligations. Support can include personal and corporate returns, GST/HST filings, catch-up work, and help making sense of CRA notices. Exact forms and scope are confirmed in consultation. Complex corporate tax matters can be reviewed or referred to an appropriate tax professional when necessary.
Your taxes organized and explained—so filing deadlines and CRA requests are easier to handle.
This may be right for you if…
Individuals, families, self-employed professionals, and small businesses who want clear, organized support with Canadian tax and CRA obligations.
Challenges
Common problems this service helps address
- Uncertainty about which Canadian tax forms apply to you or your business
- Tax season stress caused by incomplete or scattered records
- Self-employment or corporate filings that need careful expense review
- GST/HST calculations and deadlines that feel hard to track
- CRA letters or notices that are unclear
- Prior-year returns that still need to be filed
Scope
What support may include
Exact deliverables are confirmed in your consultation. The items below describe support that may be part of an engagement.
Personal income tax – T1
We prepare personal income tax returns and help you identify eligible deductions and credits.
- Employment income (T4)
- Students and newcomers
- Families and individuals
- RRSP and other deductions
- Medical and eligible tax credits
- Multiple income sources
- Prior-year tax returns
- Tax return adjustments and review
Self-employed & sole proprietor tax
Running your own business? We help organize your business income and expenses and prepare your T1 and T2125.
- Business income and expenses
- T2125 preparation
- Home-office expenses
- Vehicle and eligible business expenses
- Capital asset information
- GST/HST considerations
- Bookkeeping review before tax filing
- Tax-ready bookkeeping coordination
- Year-end tax preparation
Corporate tax – T2
Tax preparation and support for small incorporated businesses. Complex corporate tax matters can be reviewed or referred when necessary.
- T2 corporate income tax return preparation
- Review of business income and expenses
- Year-end bookkeeping review
- Financial information preparation
- Tax adjustments and year-end support
- Prior-year corporate tax support
- Organizing supporting documentation
- CRA correspondence related to corporate tax matters
GST/HST services
We help businesses calculate, prepare, and file their GST/HST returns—and understand ITCs, amounts payable, or refunds.
- GST/HST registration support
- GST/HST return preparation and filing
- GST/HST collected on sales calculations
- Input Tax Credit (ITC) review
- GST/HST payable or refund calculations
- Monthly, quarterly, and annual filing support
- GST/HST account reconciliation
- Review of previous GST/HST filings
- Corrections, adjustments, and catch-up filing
- Supporting-document organization
- Filing deadline support
CRA support
Received a CRA letter or notice and you’re not sure what it means? We help you understand the issue and determine appropriate next steps—in clear, simple language.
- CRA letter and notice review
- Notice of Assessment (NOA) review
- Notice of Reassessment review
- CRA account review
- Explanation of amounts owing or refunds
- Tax return adjustment support
- Supporting-document preparation
- Responding to CRA requests for information
- Payroll and GST/HST account review
- CRA balance and payment review
- Prior-year filing support
- CRA representative assistance when properly authorized
Catch-up & prior-year tax filing
Behind on your taxes? We can help organize your records and bring your filings up to date.
- Prior-year personal and business filings
- Document organization for overdue returns
- Coordination with bookkeeping catch-up when needed
Tax and CRA support is scoped per engagement. Complex corporate matters may be referred when appropriate. This is not a substitute for legal advice.
Canadian tax forms
Forms we prepare and support
Core filings confirmed for Sari Financial Management include T1, T2, and T4. Related Canadian and Alberta forms that often go with that work are listed below. We confirm which ones apply to your situation before any engagement begins.
T1
Personal Income Tax and Benefit Return
Core offeringThe main individual return filed with the CRA—covering employment income, self-employment, families, students, newcomers, and other personal tax situations.
T2125
Statement of Business or Professional Activities
Core offeringReports business or professional income and expenses on a personal T1—commonly used by sole proprietors and self-employed individuals.
T2
Corporation Income Tax Return
Core offeringThe federal corporate return filed with the CRA for incorporated businesses. Alberta corporations may also need provincial AT1 filing.
T4
Statement of Remuneration Paid
Core offeringEmployer slips reporting employee wages and deductions—typically prepared with payroll year-end support and a T4 Summary.
GST/HST
GST/HST Return
Core offeringSales-tax filing for GST/HST-registered businesses, including ITC review and reconciliation support.
AT1
Alberta Corporate Income Tax Return
Alberta’s provincial corporate return when a corporation has a permanent establishment in Alberta—typically discussed alongside the federal T2.
T4A
Statement of Pension, Retirement, Annuity, and Other Income
Used for certain non-employment payments that do not belong on a T4—included when it applies to your situation.
This list is educational context for Calgary / Alberta clients—not a guarantee that every form is included in every engagement. Complex situations may require additional professional referral; we will say so clearly during consultation.
Outcomes
Benefits you can work toward
- Clearer understanding of personal, self-employed, and corporate filings
- Organized GST/HST and CRA follow-up when issues arise
- Less last-minute stress when filing deadlines approach
- Plain-language explanations of what CRA is asking for
Fit
This may be right for you if…
Individuals, families, self-employed professionals, and small businesses who want clear, organized support with Canadian tax and CRA obligations.
These are soft fits—not requirements. A consultation confirms whether the scope matches your situation.
- Individuals and families who need T1 preparation support
- Self-employed professionals and sole proprietors
- Small incorporated businesses that need T2 support
- GST/HST-registered businesses
- Anyone behind on filings or dealing with CRA correspondence
Process
How we typically work together
Step 01
Consultation
We discuss your filing situation—personal, self-employed, corporate, GST/HST, CRA notices, or a mix—plus deadlines and the records you already have.
Step 02
Document checklist
You receive a clear picture of which forms apply and what information is needed so gathering stays manageable.
Step 03
Preparation support
Within the agreed scope, we prepare returns, slips, or GST/HST filings from the records you provide and keep you informed.
Step 04
Review and next steps
We walk through what was prepared and outline follow-up items—deadlines, CRA responses, or related filings—in plain language.
Do you prepare T1, T2, and self-employed returns?
Yes. Tax services include personal T1 preparation, self-employed T1/T2125 support, and T2 corporate return preparation for eligible small incorporated businesses. Related work such as GST/HST and CRA correspondence is confirmed in consultation.
Can you help with GST/HST?
Yes. We help with GST/HST registration support, return preparation and filing, ITC review, reconciliations, adjustments, and catch-up filing for overdue periods—within the scope we agree together.
What if I received a CRA letter?
We can review CRA letters and notices, explain what they mean in plain language, help prepare supporting documents, and assist with next steps. CRA representative assistance is available when properly authorized.
Are you a CPA firm?
This website does not describe Sari Financial Management as a CPA firm. Complex corporate tax matters can be reviewed or referred to an appropriate tax professional when necessary. Ask during consultation if you need a service that requires a specific designation.
How do I book tax services in Calgary?
Contact Sari Financial Management to discuss your situation. Share whether you need personal, self-employed, corporate, GST/HST, or CRA support—and your timeline—so we can outline a clear scope.
Related
Other ways we can help
Reliable payroll support designed to help businesses keep employee payments, deductions, and related records organized.
Understand your numbers and plan with more confidence.
Let’s talk about tax services for your business.
Book a consultation with Sari Financial Management in Calgary, Alberta—or call 825-935-3739. We’ll clarify scope before any work begins.