Complimentary Service
20 minutes initial intake phone consultation session to assess client's individual/business financial needs and goals, suggest most suitable service package solutions, and identifying next steps in achieving results.

30 minutes initial intake phone consult. Available to clients in the months of Jan - Feb, prior to RRSP deadline. Appointments are conducted in virtual meeting format (video or phone conferencing).

Clients are asked to submit the following 1-2 weeks prior to scheduled appointment: estimates for income source, available tax credits, deductible expenses, and individual and family information. RRSP & tax planning preliminary results and recommendations will be provided during the scheduled appointm

$75 per Individual per Filing
Individual tax return preparation and filing services. Basic return includes unlimited T-slips & available tax credits. Complimentary tax planning services are inclusive & available to clients in the months of January & February, prior to RRSP deadline. Processing time: 0-7 days from date of receiving complete set of client information. (Prices including taxes & electronic delivery of finalized documents)

$190 per Individual per Filing
Individual tax return preparation and filing services. Return includes unlimited T-slips & available tax credits, real estate rental activities, allowable employee expenses, trucking employees’ deductions. Complimentary tax planning services are inclusive & available to clients in the months of January & February, prior to RRSP deadline. Processing time: 0-7 days. (Prices including taxes & electronic delivery of finalized documents)

$330 per Individual per Filing
Individual tax return preparation and filing services. Return includes unlimited T-slips & available tax credits, business/farm/real estate rental activities, allowable employee expenses, trucking employees’ deductions. Complimentary tax planning services are inclusive & available to clients in the months of January & February, prior to RRSP deadline. Processing time: 0-7 days. (Prices incl taxes & e-delivery of finalized docs)

Initial intake session with client(s) to discuss process & obtain required documents for the T2 Corporation Tax Return Forms Preparation process. (Prices including taxes & electronic delivery of finalized documents)
IMPORTANT NOTE:
Service fee related to this booking is for T2 Forms Preparation & Filing ONLY. Accounting and Bookkeeping services required (Year End Review & Adjustments etc.) to complete T2 Forms preparation are extra & standard bookkeeping & accounting fees apply.

$330 per Trust Filing
Trust income tax & information return preparation and filing services. Complimentary tax planning services are inclusive & available to clients in the months of January & February, prior to RRSP deadline. Processing time: aim to complete filing during appointment. (Prices including taxes & electronic delivery of finalized documents)