Northstar Holdings Inc.

Year-endT2StatementsPlanning

Profile, compiled from the client’s history

Holding company with one operating subsidiary. Elena prefers email and replies within a day. She asked in March about a shareholder loan and wants to discuss dividends before the next year-end.

Work

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Year-end file · FY2025Prepared today · 4 items need youReady for review T2 return data · FY2025Not started · Starts when the year-end is approvedWaiting Financial statements · FY2025Drafted Sep 19 · ASPE · firm template · Notes 1 to 9 draftedDraft

Latest history

Sent the trial balance and 14 documentsEmail · Sep 19

Discussed the $25,000 shareholder transferCall · Sep 15 · 8 min

Asked about paying a dividendEmail · Aug 28

TypeCorporation

Fiscal year-endDec 31

OwnerEman Aquaviva, CPA

Primary contactElena Marsh

Email[email protected]

Phone(416) 555-0142

Year-end file reviewSep 26

Clients

Northstar Holdings Inc.