Pricing

We bill monthly at a fixed price. Why?

  • It's simple and transparent - a fixed monthly fee - but it's more than that.  We are your accountants throughout the entire year, not just once a year.
  • You will not be inhibited from seeking timely advice by the fear of a meter running endlessly.  This is why our service is built around one-price pricing, as opposed to hourly rates. 

Business Service Packages

Tax Return CPA

$280
/month +

Understand what you earned and what you owe

Personal and corporate tax filings, annual financial statements, with the option to add payroll and/or quarterly bookkeeping.

  • Corporate tax return
  • Sales tax return (GST/HST)
  • Directors Info icon e1668702830506 And spouse personal tax returns
  • T-slip filings Info icon e1668702830506 Payment of wages or dividends
  • Annual financial statements
  • Unlimited access

Optional Add-ons

  • Payroll - $80/m+
  • Quarterly Bookkeeping - $100/m+

Performance CPA

$450
/month +

Know how your business is doing month-to-month

Everything from Tax Return CPA, plus monthly bookkeeping and easy to understand business performance reports.

  • Corporate tax return
  • Sales tax return (GST/HST)
  • Directors Info icon e1668702830506 And spouse personal tax returns
  • T-slip filings Info icon e1668702830506 Payment of wages or dividends
  • Annual financial statements
  • Unlimited access
  • Monthly bookkeeping
  • Monthly business performance report

Optional Add-ons

  • Payroll - $80/m+

Strategic CPA

$1500
/month +

Achieve what you want with your business

Everything from Tax Return & Performance CPA, plus development of key metrics, custom reporting, and strategic check-ups.

  • Corporate tax return
  • Sales tax return (GST/HST)
  • Directors Info icon e1668702830506 And spouse personal tax returns
  • T-slip filings Info icon e1668702830506 Payment of wages or dividends
  • Annual financial statements
  • Unlimited access
  • Monthly bookkeeping
  • Business performance dashboard
  • Creation of key performance metrics
  • Quarterly strategic check-up

Optional Add-ons

  • Payroll - $80/m+

Personal Tax Packages

These prices are based on being supplied with a reasonable amount of well-organized documents.

Situations not listed or those requiring extra sorting, preparation, bookkeeping, and/or analysis will be subject to additional fees.

Personal Income Tax Filings

  • $205 Single tax return Info icon e1668702830506 Includes donations, basic medical, tuition, child credits
  • $185 Slip-only tax return Info icon e1668702830506 Includes no more than three (3) of any of: T4, T4A, T4A(OAS), T4A(P), T4RSP, T4RIF, T5
  • $175 Spouse tax return
  • $120 At-home dependent tax return - University/College student
  • $95 At-home dependent tax return

Plus for each of the following, if it applies

  • $75+ Non-registered investments (i.e. not RRSPs)
  • $75 Sale of principal residence
  • $75+ Significant medical expenses
  • $100 T1135 Foreign Income Verification Statement (Basic)
  • $180 T1135 Foreign Income Verification Statement (Advanced)
  • $125 Moving expenses claim
  • $120 T2200/TL2 Employment expenses claim (no vehicle)
  • $195 T2200/TL2 Employment expenses claim (with vehicle)
  • $125 New application for Disability Tax Credit
  • $135+ Per rental property
  • $185+ Per business/farming operation
  • $105 Per GST return (if required for a business/farming operation)

Other

  • $90 If you request an in-person review meeting with an accountant in conjunction with the preparation of your tax return
  • $125+ For consultation at other points during the year