Fixed fees for compliance. Quoted scopes for everything else.

Annual compliance is priced upfront. Advisory, reorganizations, and CRA matters are quoted as projects. No surprises on either side.

Three 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
  • T1 personal return, electronically filed
  • RRSP and TFSA review
  • Tax calendar and reminders
  • Email support during filing season
  • T2125 self-employment income
  • Material rental or investment activity
  • Year-round advisory
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Self-Employed Professional

Sole proprietors, locums, independent contractors, consultants.
From $999 per year
  • Everything in Personal Tax, plus:
  • T1 with T2125 business income
  • HST registration and filings if applicable
  • Quarterly planning calls
  • Year-round email and phone support
  • Incorporation analysis on request
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Incorporated Professional or Business

Incorporated physicians and dentists, professional corporations, owner-managed businesses with a T2.
From $4,499 per year
  • Everything in Self-Employed Professional, plus:
  • T2 corporate return
  • Compilation financial statements (CSRS 4200)
  • T4 and T5 slip preparation
  • Annual salary versus dividend analysis
  • Personal and corporate filings integrated
  • CRA correspondence handled
  • Unlimited email and phone support
  • Common add-ons:
  • Monthly bookkeeping: $399 to $699 depending on volume
  • Payroll: $199/month up to 5 employees
  • Fractional CFO: scoped, typically $2,500 to $6,000/month
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Project and advisory work

Hourly or fixed-scope. Quoted before the work starts.
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  • Corporate reorganizations and s.85 rollovers
  • Estate freezes and family wealth restructuring
  • Holdco and multi-entity planning
  • Cross-border structures (Form 8832, T1134, NR6/s.216)
  • Buy-side and sell-side transaction support
  • Quality of earnings analysis
  • CRA audit defence, Notice of Objection, Taxpayer Relief Requests, VDPs
  • Practice valuations, buy-ins, buy-outs
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FAQ

Yes. Most clients move from Self-Employed Professional to Incorporated when they incorporate. Fees prorate.
CRA audits, reviews, prior-year amendments, Taxpayer Relief Requests, reorganizations, and one-off advisory. Scoped and quoted separately before any work starts.
Yes. Any annual package can be split across the year at no extra cost.
Hourly billing punishes the client for asking questions and rewards inefficiency on the firm side. Fixed fee aligns both directions.

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