Montreal, Quebec · Service in English and French

CPA Montreal: online accounting and tax support

Looking for a CPA Montreal service for your Quebec tax and accounting needs? CPA Firm Online helps Montreal individuals, self-employed professionals and corporations organize their records and coordinate the federal and Quebec filings included in their engagement.

Remote service · English and French · Scope and fees confirmed in writing

CPA Montreal online services: federal and Quebec tax returns, bookkeeping, GST and QST
Federal and Quebec reporting, coordinated through an online workflow.

Coordinate both sides of your file

CPA Montreal services for individuals and businesses

A Quebec file can involve records and correspondence from both the Canada Revenue Agency and Revenu Québec. Tell us which returns you need, the tax years involved and whether you have outstanding notices. We identify each assignment separately in the proposal.

01 · PERSONAL TAX

Federal and Quebec personal returns

Prepare your employment slips, Quebec relevés, investment information and details of any self-employment or rental activity. Mention changes in residence or your family situation so the required information can be assessed.

02 · CORPORATE TAX

T2 and Quebec CO-17 filings

For incorporated businesses, provide your fiscal year-end, prior returns, accounting records and shareholder transactions. Federal T2 and applicable Quebec CO-17 preparation can be coordinated within the accepted mandate.

03 · BOOKKEEPING & SALES TAX

GST/QST records and returns

Identify your GST and QST account details, reporting periods and any unfiled returns. Reconciled sales and purchase records support the preparation of the returns included in your engagement.

Example: a Montreal freelancer with GST and QST accounts

Consider a self-employed designer who invoices clients, receives payments through a platform and has registered GST and QST accounts. A useful starting file includes issued invoices, platform transaction reports, bank statements and purchase invoices. The platform’s net bank deposit may differ from the invoiced amount because of fees, refunds or other adjustments.

Identify the customer and transaction details rather than assuming that every sale has the same tax treatment. We review the information within the agreed scope and raise questions before finalizing the period. This is an illustrative preparation example, not a conclusion about a particular transaction.

Prepare these records for the initial assessment

  • Your business structure and the services requested
  • The months or tax years to prepare and your accounting software
  • GST and QST registration details and reporting frequencies
  • Sales invoices, platform reports and supporting purchase invoices
  • Bank and credit card statements for the relevant periods
  • Prior returns and notices from the CRA or Revenu Québec

Revenu Québec explains registration, collection, input tax credits and refunds, and reporting in its GST/HST and QST guidance. For record organization, see the CRA’s business record-keeping resources.

English or French, from the first request

How your remote engagement works

01 · DESCRIBE THE FILE

Tell us what is outstanding

List the services, tax years and reporting periods involved. Mention your preferred language, upcoming deadlines and whether your bookkeeping is current.

02 · CONFIRM THE MANDATE

Review scope and fees

We assess the request and identify the returns, accounting work and supporting records needed. Fees and timing are discussed before the engagement begins.

03 · COMPLETE THE WORK

Exchange records and approvals

We confirm the document-sharing process, follow up on missing information and obtain the authorizations needed for the agreed filings. Routine communication takes place remotely.

What is included in your quote?

Our CPA Montreal service proposal reflects the actual work required: transaction volume, number of accounts, reporting periods, condition of the books and returns requested. A personal return, corporate return, sales tax return and compilation engagement are distinct services.

Tell us whether you need a one-time catch-up or ongoing bookkeeping. We specify what is included and flag any additional work that needs a separate agreement. You do not need to commit to every service to request an assessment.

Questions about our CPA Montreal service

Can I communicate in French and provide English documents?

Yes. Service is available in English and French. Tell us your preferred language for communication and provide the original records available for your file.

Can you coordinate federal and Quebec returns?

Yes. We can assess the applicable personal or corporate filings and include federal and Quebec preparation in the written scope. The required returns depend on the circumstances of your file.

Are GST and QST returns included with bookkeeping?

Only when they are specified in the engagement. Tell us your account details and reporting periods so we can distinguish record maintenance from sales tax preparation and filing.

Do I need a compilation report for a corporate tax return?

A compilation engagement and corporate tax preparation are different assignments. Tell us whether a lender or other external user has requested financial information and which type of report they require. We assess that request separately.

Can I visit a Montreal office?

This page describes online service for Montreal clients. It does not advertise a physical Montreal office. Document exchange and routine communication are handled remotely.

How can I obtain service in French?

You can request French service in your message or visit our French-language website. The proposal will identify the services and records needed for your situation.

Plan your Montreal accounting and tax work

Tell us your business structure, the periods involved and the records available. We will assess your needs and provide a written proposal for the services we can undertake.

Online service for Montreal clients, subject to applicable professional and engagement requirements.

info@cpafirmonline.ca