Tax Planning & Compliance

Compliance-first tax support that protects cash flow, reduces risk, and removes financing red flags.

Schedule a Tax Review Capital Readiness Assessment

Tax problems don’t stay “tax problems.”

When lenders review a business, they don’t just look at profit. They look for hidden risks—and tax issues are one of the biggest.

Unresolved filings, arrears, or unclear tax posture can:

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Delay underwriting

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Reduce loan sizes

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Trigger additional conditions

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Kill deals entirely

Even businesses with strong revenue get stopped by tax exposure because it signals poor control and unpredictable obligations. Tax compliance is not optional in capital readiness. It’s foundational.

Tax work that supports growth and financing.

Our tax services focus on keeping your business:

Current and compliant
Defensible
Compatible with financing requirements

Filing Coordination & Catch-up

Resolve missing filings and establish a clean baseline.

Compliance Review

Identify exposure areas (sales tax, payroll tax, remittances, classification issues).

Tax Posture Alignment

Ensure financial statements and tax filings tell a coherent story.

Planning for Growth

Reduce surprises during expansion, hiring, equipment purchases, or restructuring.

Financing Compatibility Review

Remove red flags that delay underwriting.

Compliance first. Then optimization.

Aggressive tax positioning can backfire

A tax strategy that looks clever on paper can create:

Lender distrust
Audit risk
Unexpected liabilities
Reporting inconsistencies

Our approach is simple:

Get compliant
Maintain clean reporting
Plan with the business model and capital strategy in mind

The goal is not to “pay the least taxes at all costs.”
The goal is to keep the business safe, fundable, and predictable.

Our Process

A structured process that reduces risk.

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Filing Status & Exposure Review

We confirm what’s filed, what’s overdue, and where risk exists.

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Alignment with Books

Tax work must match the books—or lenders will find the mismatch immediately.

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Resolution Plan

If there are gaps or arrears, we map the cleanest path to resolution.

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Planning Layer

We apply planning strategies that are aligned with your growth goals.

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Ongoing Compliance & Cadence

We create a predictable rhythm so tax doesn’t become a yearly emergency.

Get compliant.

Stay fundable.

Tax compliance is one of the first things lenders look for because it signals control. We’ll help you establish a clean baseline, reduce risk, and plan responsibly as the business grows.

Schedule a Tax Review

Capital Readiness Assessment

Built for owners who want clean footing.

This service is ideal if:

Filings are behind or inconsistent
You’re preparing for financing and want zero surprises
Payroll/sales tax compliance is unclear
You’ve changed entity structure or grown quickly
You want planning aligned with cash flow and expansion

When taxes are clean, everything moves faster.

Financing. Fixed.

Where small businesses get real funding solutions.

startBiz has developed our Fixer Framework™ exclusively for small business financing, providing owners with direct solutions and practical guidance that banks and traditional lenders don’t offer.

We fix the financing issues that slow the growth of small businesses, using five principles.

Clarity

Integrity

Competence

Professionalism

Discipline

Inspired Visions

Featured client success story

The King’s Chair Barbershop is bringing upscale men’s hairstyling across the GTA and beyond.

Locations successfully launched in two years

%

Growth rate in the first 36 months

When visionary entrepreneurs Ali and Omar wanted to take men’s haircare and styling to another level in the Greater Toronto Area (GTA), we helped them communicate their passion and expertise to the banks through the startup phase and additional expansion financing; then we got out of the way while they have executed and brought three successul locations to the region. We can’t wait to see and be a part of their continued growth. Follow them here.