Pricing that reflects the work
Annual compliance is priced upfront. Advisory, reorganizations, and CRA matters are quoted as projects. No surprises on either side.
These packages cover most compliance situations. Project work is scoped and quoted before any work starts.
Personal Tax
Salaried professionals, employees, residents, and individuals without business income.
From $599
per year
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T1 personal return, electronically filed
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RRSP and TFSA review
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Tax calendar and reminders
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Email support during filing season
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T2125 self-employment income
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Material rental or investment activity
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Year-round advisory
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HST registration and filings
Self-Employed Professional
Sole proprietors, locums, independent contractors, consultants.
From $999
per year
-
Everything in Personal Tax, plus:
-
T1 with T2125 business income
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HST registration and filings if applicable
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Quarterly planning calls
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Year-round email and phone support
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Incorporation analysis on request
Incorporated Professional or Business
Incorporated physicians and dentists, professional corporations, owner-managed businesses with a T2.
From $4,950
per year
-
Everything in Self-Employed Professional, plus:
-
T2 corporate return
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Compilation financial statements (CSRS 4200)
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T4 and T5 slip preparation
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Annual salary versus dividend analysis
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Personal and corporate filings integrated
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CRA correspondence handled
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Email and phone support
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Common add-ons:
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Monthly bookkeeping: $399 to $699+ depending on volume
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Payroll: $225/month up to 5 employees
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Fractional CFO: scoped, typically $2,500 to $6,000/month
Corporate Return Only (T2)
For holdcos, investment corps, dormant corps, or clients who handle their personal taxes elsewhere, we offer T2-only filings without the broader incorporated package.
From $2,300
per year
-
T2 corporate return
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Email support during filing season
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Common add-ons:
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Monthly bookkeeping: $399 to $699+ depending on volume
-
T4 and T5 slip preparation and filing: Starting at $225
-
HST/GST returns: Starting at $225/return
Project and advisory work
Hourly or fixed-scope. Quoted before the work starts.
Get a quote
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Corporate reorganizations and s.85 rollovers
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Estate freezes and family wealth restructuring
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Holdco and multi-entity planning
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Cross-border structures (Form 8832, T1134, NR6/s.216)
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Buy-side and sell-side transaction support
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Quality of earnings analysis
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CRA audit defence, Notice of Objection, Taxpayer Relief Requests, VDPs
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Practice valuations, buy-ins, buy-outs
FAQ
Can I move between packages mid-year?
Yes. Most clients move from Self-Employed Professional to Incorporated when they incorporate.
What is not covered by the fixed fee?
CRA audits, reviews, prior-year amendments, Taxpayer Relief Requests, reorganizations, and one-off advisory. Scoped and quoted separately before any work starts.
Do you bill monthly?
Yes. Any annual package can be split across the year at no extra cost.
Why fixed fee instead of hourly?
Hourly billing penalizes the client for asking questions and rewards inefficiency on the firm side. Fixed fee aligns both directions.
