Specialty Accounting Services
Specialty Accounting Services for Investors & Seniors
Make confident decisions with clear numbers and friendly guidance. HH Accountax offers specialty accounting and tax services tailored to real estate and market investors and to older adults managing pensions, benefits, and estates.
Who we help
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Investors — rental property owners, short-term rentals (Airbnb), pre-construction/assignments, and market investors (stocks/ETFs/crypto).
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Older adults & families — retirees, caregivers, and executors seeking organized, stress-free tax filing and estate-ready records.
Investors
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Rental property (T776): income/expense tracking, CCA, multi-owner splits, and short-term rental compliance.
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Capital gains & ACB: adjusted cost base, superficial-loss rules, disposition reporting for real estate and securities.
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HST/GST on investment property purchases: eligibility checks, documentation, and rebate/return filings (new builds, residential rentals, assignments where applicable).
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Recordkeeping made easy: templates for rent rolls, receipts, mileage, and renovations so year-end is smooth.
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Tax planning: instalments, loss utilization, and timing strategies for sales and renovations.
Seniors
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CPP/OAS & pensions: income-splitting opportunities, OAS clawback awareness, and credits you shouldn’t miss.
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RRSP/RRIF & cash-flow: conversion timing, minimum withdrawals, coordination with non-registered and TFSA.
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Medical & disability credits: support to document eligible expenses and claims.
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Estate-ready summaries: clear net-worth snapshots, account lists, and year-end packages that help families and executors.
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Gentle, plain-language reviews: we walk through returns and next steps at your pace.
Process
1. Discover & Quote (15–30 min)
Quick call or meeting to understand your business, goals, and pain points.
2. Set Up & Collect
Tech setup: Sage Accounting Software, bank feeds, receipt app, payroll, and CRA authorization (and incorporation tasks if starting from scratch: NUANS, Articles, BN, HST/payroll).
3. Do the Work
4. Review, E-File & Plan Ahead
HST/GST filings on schedule; T2 corporate and T1 personal prepared and reviewed.
Monthly/quarterly financial package: P&L, balance sheet, cash flow, KPIs, and quick win recommendations.
Plain-language review meeting; we e-file with CRA and deliver your year-end package.
Set next-quarter priorities (cash-flow, tax planning, retirement or real-estate strategies).
FAQs
What accounting and bookkeeping services does HH Accountax provide?
We deliver small-business bookkeeping, payroll, AR/AP, monthly financial statements, year-end prep, and corporate/personal tax filing—built for Toronto & GTA entrepreneurs and growing companies.
How does HH Accountax handle HST/GST returns on investment property purchases?
We confirm eligibility, prepare and file the HST/GST rebate/return, organize supporting documents (agreements, invoices, proof of intent), and track status—so investors get refunds faster and with fewer CRA follow-ups.
Do you offer senior-focused tax services (CPP/OAS, pensions, estate planning)?
Yes—our older-adult tax care covers CPP/OAS optimization, pension income-splitting, credits, RRSP/RRIF planning, and clear estate-ready summaries to reduce tax and simplify paperwork.
What’s the difference between corporate accounting and year-end tax only?
Corporate accounting is ongoing—clean books, monthly closes, payroll, HST returns, and management reports—so your T2 year-end is accurate, on time, and audit-ready (no last-minute scramble).
Can HH Accountax work remotely and with my existing software?
Absolutely. We use secure, cloud tools (Sage Cloud/Google Drive, receipt apps, client portal) and can integrate with your current systems for seamless, paperless accounting.
How do your fees work?
Transparent, fixed-fee packages for monthly accounting; flat project pricing for clean-ups, HST/GST filings, and year-end. You’ll know scope and cost up front—no surprise bills.
What do I need to get started?
Recent bank/credit statements, prior-year returns/financials, incorporation details, CRA account access, and key invoices/leases. We’ll handle the setup in a 30–45 minute onboarding call.