Incorporation Advice

Incorpration Advisory Service

Thinking about incorporating your business but not sure of the steps involved, costs or tax implications?

We're here to help.

Our comprehensive advisory package helps guide you through the incorporation process from start to finish with the help of our team of CPAs.

Learn More

Step 1  - Assessing Your Needs

Your business is unique and so are your needs.

Reach out with the form below and our team will be in touch to assess if we're the right fit for you.

We start the process with a free 20 minute introductory call to understand your unique situation and to provide advice on your next steps.

Online Bookkeeping in Canada
Options for incorporating your business

Step 2 - Weighing Your Options

The path to incorporation isn't one-size-fits-all.

Whether you are leaning towards DIY incorporation or engaging with a lawyer, we lay all the options out for you.

Our expert recommendations will save you time, minimize mistakes and reduce unnecessary costs.

We help you make informed decisions about incorporating your business, guiding you through every accounting and tax consideration along the way.

Step 3 - Legal Coordination

Ensuring your corporate structure is sound from an accounting and tax perspective is critical.

We can liaise with legal experts on your behalf to get your business incorporation spot-on.

With our help, you can rest assured that your business structure will be tax-efficient and legally sound, allowing you to focus on what you do best – running your business.

Coordinate your accounting and legal when incorporating
Learn the essentials of running an incorporated business

Step 4 - Empowerment Through Education

We don’t just tell you what to do, we help you understand why. Our service includes a learning call with one of our amazing CPAs.

We educate you about corporate bank accounts, timing of incorporation, tax considerations, and more.

We'll suggest the best year-end date, give advice on dividends and shareholder loans, and warn you about possible pitfalls.

You'll learn exactly what to expect as an incorporated business owner and what steps to take next.

Let us help you chart the path to successful and strategic incorporation. Contact us using the form below and we'll be in touch to discuss if we're the right fit to assist you.

Let's Get Started

Please reach out using the form below and we'll get back to you right away!

Those Who Trust Us

Our bookkeeping services are designed to look after small-business financials so owners can focus on what they do best.

Avalon is different from other accounting firms because they genuinely care about the success of my business.
Aynsley Rosin
Sweet Impressions Bakery, Winnipeg, MB
Read the case study
They have helped streamline our accounting process and I feel better having the Avalon team looking after this side of the business.
Jocelin Caldwell
Reimagine Work, Victoria, BC
Read the case study
I feel like I'm their only client and they're my financial team.
Curtis Vertefeuille
Moe's Home, Victoria, BC
Read the case study
The sooner we started working with the right accountant, the sooner we felt the weight lift off our shoulders.
Dave Brimacombe
Wayward Distillery, Courtenay, BC
Read the case study

Resources About Incorporation

If you're not quite ready for our advisory services, check out a few of our curated videos and articles related to incorporating your business.

Videos

Blog Posts

What to Do After Incorporating Your Business in Canada

Building a Business
/
Paul Sharpe, CPA, CA
/
Mar 24, 2025

Incorporation Checklist - from setting up financial systems to registering for tax accounts, there are a few key tasks to check off to ensure your business runs smoothly after incorporation.

2025 Tax Deadlines Canada: When Are Corporate and Personal Taxes Due?

Corporate Tax
/
Paul Sharpe, CPA, CA
/
Dec 19, 2024

This article explains all of your 2025 corporate and personal tax deadlines plus deadlines for GST/HST filing in Canada.

Ownr Review: Easily Incorporate a Business in Canada with Ownr

Building a Business
/
Paul Sharpe, CPA, CA
/
Nov 13, 2024

Avalon's full review of Ownr with a step-by-step guide on how to incorporate your business with Ownr.

Shareholder Loan: Understand it and Avoid Trouble with the CRA

Corporate Tax
/
Paul Sharpe, CPA, CA
/
Aug 1, 2024

After reading this article you’ll understand what a shareholder loan is and how to use it. You’ll also be aware of potential tax issues that can arise with CRA and how to avoid them.

Incorporating Your Business? Read This First and Save Thousands

Building a Business
/
Paul Sharpe, CPA, CA
/
Apr 8, 2024

Thinking of incorporating? Read these essential tips on when to incorporate and how to ensure you don't make costly mistakes.

Company Cars - Buying or Leasing an Automobile in a Canadian Corporation

Corporate Tax
/
Paul Sharpe, CPA, CA
/
Dec 21, 2023

What you should know about buying or leasing a vehicle in your Canadian corporation.

Should I Incorporate? The Pros and Cons of Incorporating your Business

Building a Business
/
Paul Sharpe, CPA, CA
/
Dec 11, 2023

Should you incorporate your business? Learn the pros and cons of incorporating in Canada with examples and a simple framework for deciding.

Holding Company in Canada: What is it for?

Corporate Tax
/
Paul Sharpe, CPA, CA
/
Oct 11, 2023

Learn how a holding company in Canada works. Find out when to use one (with examples) and the advantages and disadvantages of a holding company.

How to Incorporate: Easy Steps to Creating a Corporation

Building a Business
/
Joe Collins, CPA, CA
/
Mar 14, 2023

Here are a couple ways to incorporate your business, both with advantages and disadvantages. Read on to learn how to get’r done.

What is a Section 85 Rollover and Why Would I Use it?

Corporate Tax
/
Melissa Gayfer, CPA
/
Jan 9, 2023

A Section 85 Rollover can be used to reduce personal taxes when incorporating your sole proprietorship. This article will explain how a Section 85 Rollover works and give some examples to illustrate this tax planning technique.

Choosing a Corporate Fiscal Year-end Date in Canada

Corporate Tax
/
Joe Collins, CPA, CA
/
Dec 5, 2022

This article will explain the factors to consider when choosing your year-end date, and will help you choose which is the right year-end date for your business.

Tax Planning for Small Businesses

Corporate Tax
/
Paul Sharpe, CPA, CA
/
Oct 21, 2022

This article will discuss five levels of tax planning for Canadian small business owners. We’ll discuss them in order of risk and complexity.

Corporate Share Structure in Canada: Essential Insights for Business Owners

Corporate Tax
/
Paul Sharpe, CPA, CA
/
Sep 22, 2022

Understanding corporate share structure is crucial when incorporating in Canada. In this guide, we'll walk you through the essentials, highlight common pitfalls, and provide tips for setting up the optimal share structure for your business.

Should I Invest Inside My Corporation?

Corporate Tax
/
Joe Collins, CPA, CA
/
Aug 8, 2022

When deciding whether to invest within your corporation or to do so personally, there are a few factors to consider.

Corporate Tax Rates Canada 2022

Corporate Tax
/
Paul Sharpe, CPA, CA
/
Aug 2, 2022

This article lists the federal and provincial corporate tax rates in Canada in 2022 for Canadian Controlled Private Corporations. It also explains how corporate taxes work for CCPCs.

Year End Accounting Checklist: 8 Steps to Get Your Books Ready for End of Year

Accounting
/
Paul Sharpe, CPA, CA
/
Jun 30, 2022

Getting your bookkeeping ready to send to the year-end accountant can be daunting. Luckily we’ve put together an easy to follow checklist that you can follow to get your books ready for the year end. Your accountant will be thrilled!

My Employer Says I Need to Incorporate, What Do I Do?

Compliance
/
Joe Collins, CPA, CA
/
Dec 6, 2021

Thinking of incorporating as a contractor? Learn the crucial steps for compliance and efficient financial management. Get expert tips for setting up and maintaining your corporation.