- SERVING TORONTO, MIAMI, SAN FRANCISCO & NYC THROUGH CFO-GRADE FINANCE OPERATIONS
- TRUSTED BY GROWTH & MID-MARKET TEAMS ACROSS NORTH AMERICA
Valua Partners provides Canadian corporate tax compliance and planning for growth and mid-market companies that need accuracy, responsiveness, and disciplined CRA representation. We manage T2 filings, HST/GST returns, trust and partnership reporting, SR&ED support, and audit-ready documentation, so your finance function stays compliant and stakeholder-ready.
Valua Partners provides Canadian tax services designed for companies that need accuracy, foresight, and professional representation. We manage corporate filings, trusts, incentives, and CRA interactions with rigor, coordination, and CFO-level oversight.
Pricing is scoped by entity count, province(s) of operation, transaction complexity, and year-end readiness. Each package includes clear deliverables, documentation standards, and timelines, designed for growth and mid-market companies that need reliable compliance and proactive CRA support.
Accurate, on-time T2 Corporate Tax returns & proactive planning for multi-entity, multi-provincial groups, including loss utilization & intercompany optimization.
End-to-end T3 preparation for trusts related to owner/founder planning, ESOP/holdcos, or transaction-driven structures.
End-to-end T5013 Partnership Information Return preparation with partner allocations, slips, & reconciliations, coordinated with corporate partner T2 filings, HST/GST, & year-end.
CRA responses, document requests & technical positions to reduce penalties, protect prior filings, & keep management focused.
Compilation Engagements (CSRS 4200) with clean supporting documentation aligned to your lenders’ requests & year-end timelines.
Increase SR&ED claim defensibility with cohesive finance documentation, time/cost capture, & CRA-ready narratives. We can also source technical leads or specialist partners where needed.
Canadian tax should run on a predictable cadence – not a year-end scramble. We combine compliance, planning, and CRA support with board-ready documentation, so filings are accurate, defensible, and aligned with your finance function year-round.
We review your entity structure, prior filings, HST/GST setup, intercompany activity, and CRA history. You receive a clear scope of work, a filing calendar, and a prioritized list of risks, gaps, and planning opportunities.
We align your tax approach with your operations and ownership structure, then build the documentation to support it. This includes year-end tie-outs, working papers, elections and registrations (as required), and coordination across accounting, payroll, auditors, and specialists (e.g., SR&ED technical partners).
We file on time with CRA-ready working papers, track Notices of Assessment, and manage CRA correspondence. If you’re selected for a review, audit, or reassessment, we represent your interests and respond with disciplined, documented support.
Tax problems rarely come from one aggressive decision – they come from inconsistent records, unclear ownership structures, and reactive filings. Valua Partners brings a disciplined, year-round approach to Canadian corporate tax so your positions are documented, your filings are consistent, and CRA interactions are handled professionally and calmly.
A disciplined tax function is built on consistent filings, clean documentation, and proactive planning. We support T2 corporate tax, HST/GST compliance, trusts, CRA audit support, compilation engagements, and SR&ED, aligned to your finance cadence and stakeholder requirements.
Accurate T2 filings with CRA-ready working papers, year-end tie-outs, and proactive planning. We align positions across financial statements, ownership structure, and intercompany activity to reduce risk and surprises.
T3 preparation for corporate, family, and investment trusts with disciplined documentation and coordination across advisors. We support reporting accuracy, allocation clarity, and CRA-ready support files.
Structured, professional support through CRA reviews, audits, and reassessments. We manage correspondence, prepare support schedules, and respond with clear documentation to reduce disruption and protect your position.
Notice to Reader compilation engagements prepared to CPA Canada standards. Suitable for lenders, internal reporting, and stakeholder packages that require consistent presentation and documentation.
End-to-end SR&ED claim support focused on defensible documentation and CRA alignment. We coordinate with technical specialists as needed and integrate the claim into your year-end and tax planning process.
T5013 partnership filings and partner reporting for corporate structures, real estate groups, and investment entities. We manage allocations, slips, and supporting schedules with audit-ready documentation and consistency across entities.
Strong tax outcomes start with clean books and defensible documentation. We align filings to your accounting records, document assumptions and positions, and maintain CRA-ready working papers with clear audit trails. Our approach emphasizes approvals, version control, secure document handling, and consistent methodologies, so responses to CRA reviews are calm, fast, and well-supported.
We coordinate audit engagements through a trusted external audit firm partner. Our role is to ensure your books, schedules, and working papers are audit-ready, and to manage the audit support process so it runs efficiently.
Yes. We manage CRA correspondence, prepare support schedules, and respond to requests with disciplined documentation. Our goal is to reduce disruption, keep timelines on track, and present your position clearly and professionally.
Yes, SR&ED typically requires both financial and technical inputs. We lead the financial side (claim structure, documentation, and filing support) and can source and coordinate technical specialists for eligibility analysis and technical narratives when needed.
Pricing is scoped based on entity count, provinces of operation, transaction complexity, year-end readiness, and the level of CRA support required. Most work is quoted as a fixed-fee engagement with defined deliverables and timelines.
Absolutely. We integrate into your existing finance function, align responsibilities, and establish a clean workflow for month-end tie-outs, filings, and support schedules. This coordination reduces rework and improves consistency across reporting, tax, and audit.
We work with founders and finance leaders across a wide range of businesses – VC-backed SaaS, established mid-market operators, brick-and-mortar and multi-location companies, real estate, and Web3/crypto-native teams. If you need disciplined tax compliance, clean documentation, and proactive planning (without building a big in-house team), we’re a fit.
In addition to T2 returns, we manage GST/HST filings and remittances, year-end tax packages, corporate tax planning, and CRA correspondence. Where applicable, we also coordinate related information reporting and partner with specialists for niche areas.
We can take over catch-ups and clean-ups. We’ll prioritize the highest-risk items first, bring filings current, and manage CRA communication so you get back to a stable, on-time cadence.
It depends on readiness and complexity. Most clients see a clear plan and stabilized workflow within a week, with timelines confirmed after a quick intake review of prior filings, books, and open CRA items.
Both. We handle compliance and layer in planning throughout the year, including installments, loss utilization, intercompany alignment, and year-end planning, so that upstream decisions reduce risk downstream.
We use controlled access, role-based permissions, and secure document handling. We can also align with your internal approval workflows so sensitive tax and finance data stays protected and traceable.
Proactive tax management reduces risk, stress, and costly surprises. Start with a Tax Health Check and get clarity on your filings, exposure, and opportunities.
This is a simplified template that allows you to create your own PE distribution waterfall for returning capital to the LPs, GPs, etc with different fund structures. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate.
This template is a simplified 3-statement model with a DCF and Weighted Average Cost of Capital (WACC) to demonstrate how the Enterprise Value and Equity Value of a company is determined. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate.
Build a private equity LBO model using flexible financing/debt inputs and supporting schedules. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate. The template also includes all three financial statements, a discounted cash flow (DCF) analysis, and a sensitivity analysis.
A guide to building finance-grade models with clean inputs, defensible assumptions, and stakeholder-ready outputs, including how the three statements connect and how to structure models that hold up in diligence.
Download our walkthrough of how to prepare for a valuation, what information matters most, and how professionals triangulate value using income, market, and asset-based approaches.
Use this checklist to gather documents before we prepare your T3 Trust Income Tax and Information Return. If you’re unsure about an item, include what you have, we’ll confirm what’s required.
