Call us with a short description of what you need, and we will tell you the fee before any work starts.
Personal tax return (T1)
We confirm the fee before we begin.
Usually included
- Return prepared from your slips and receipts
- Every deduction and credit you can claim checked
- Return reviewed with you before filing
- Filed electronically with the CRA, with a copy for you
- Questions after filing answered by phone
What can change the fee
- Number of slips and income types
- Self-employment, rental or foreign income
- Missing slips or records
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Self-employed or sole proprietor return
We confirm the fee before we begin.
Usually included
- Business income and expenses statement
- Vehicle and home office claims
- Your personal return
What can change the fee
- Volume of transactions
- How organised the records are
- GST registration and returns
Quoted separately: Ongoing bookkeeping and GST filing through the year.
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Rental property income
We confirm the fee before we begin.
Usually included
- Rental income and expense statement for each property
- Shared costs split between your home and the rental
- Repairs separated from improvements
What can change the fee
- Number of properties
- Co-ownership
- How the records are kept
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Unfiled and prior-year returns
We confirm the fee before we begin.
Usually included
- Missing years identified
- CRA records checked with your authorization
- Each year prepared, reviewed with you and filed
What can change the fee
- Number of years
- How complete the records are
- Self-employment income that has to be rebuilt from bank records
Quoted separately: Voluntary Disclosures Program applications.
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Corporate tax return (T2)
We confirm the fee before we begin.
Usually included
- T2 prepared from your year-end records
- Figures and return reviewed with you
- Filed with the CRA, with a copy for you
What can change the fee
- Size of the company and volume of transactions
- Whether the bookkeeping is up to date
Quoted separately: Bookkeeping, payroll and GST filing through the year; Bringing books up to date before the return.
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Inactive corporation
We confirm the fee before we begin.
Usually included
- T2 return for a corporation with no business activity in the year
What can change the fee
- Any income, bank activity or assets in the year
- Missing prior years
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Realtors and PRECs
We confirm the fee before we begin.
Usually included
- T2 for the PREC and your personal return, prepared together
- Commission statements and expenses reviewed
- GST returns, if registered
What can change the fee
- Whether there is a corporation
- How organised the records are
Quoted separately: Ongoing bookkeeping through the year.
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Monthly or quarterly bookkeeping
We confirm the fee before we begin.
Usually included
- Income and expenses recorded from your statements and receipts
- Bank reconciled
- Books kept ready for your year-end return
What can change the fee
- Number of transactions
- Number of bank and card accounts
- How often you send records
Quoted separately: Catch-up work on books that are behind.
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Catch-up bookkeeping
Quoted after we understand the work involved.
Usually included
- Books brought up to date period by period until they reconcile
- Overdue GST returns filed
What can change the fee
- How many months or years are behind
- Number of transactions
- Missing statements or receipts
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Payroll
We confirm the fee before we begin.
Usually included
- Pay and deductions worked out
- Pay stubs prepared
- Remittance amounts and due dates
- Year-end slips
What can change the fee
- Number of employees
- How often you pay them
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GST returns
We confirm the fee before we begin.
Usually included
- GST return prepared and filed on your CRA schedule
- What to pay and when
What can change the fee
- Filing frequency
- Whether the bookkeeping is done by us
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Canada and India tax
Quoted after we understand the work involved.
Usually included
- Your Canadian return with Indian income and tax paid taken into account
- What each Indian document means for your return
What can change the fee
- Types of Indian income and property
- Property sales
Quoted separately: Any part of an Indian filing (we tell you which part we handle before work starts); Indian government and provider charges for PAN.
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Business plans for commercial financing
Quoted after we understand the work involved.
Usually included
- Plan prepared with you to the lender's requirements
- Projections where the lender asks for them
- Revisions after lender feedback, as agreed at the start
What can change the fee
- The lender's requirements
- Research and projections involved
- How ready your records are
Quoted separately: Audited or reviewed financial statements (not provided).
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CRA letters and reviews
Quoted after we understand the work involved.
Usually included
- Letter explained
- Documents sorted and gaps identified
- Reply prepared and sent with your authorization
What can change the fee
- How much the CRA is asking for
- Whether records have to be rebuilt
Quoted separately: Audits and formal objections, assessed case by case.
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Tax planning
Quoted after we understand the work involved.
Usually included
- Your numbers reviewed
- Options explained with their tax effect in dollars
What can change the fee
- A single question or a full year-end review
- Personal only, or personal and corporate
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