- The following packages are examples of what we can offer.
- We will customize a solution tailored to your specific situation.
- Pricing is fixed and billed monthly.
- No surprise bills, ever, guaranteed.
Incorporated Business Owners
| Basic |
 Plus |
Premium | |
|---|---|---|---|
|
Bookkeeping and reconciliations |
|
monthly |
semi-monthly |
|
T2 Corporate tax return |
✓ |
✓ |
✓ |
|
Annual information return (Federal or provincial) |
✓ |
✓ |
✓ |
|
Sales tax filings |
✓ |
✓ |
✓ |
|
T4/T5 Summary and Slips |
✓ |
✓ |
✓ |
|
Tax planning and advice |
Annual |
Semi-Annual |
Quarterly |
|
T1 individual tax returns for you and spouse |
✓ |
✓ |
✓ |
|
Tax and Financial Health Check-Up Review Meetings |
Annual |
quarterly |
monthly |
|
Controller/CFO services |
|
|
✓ |
|
Tax Audit Support |
|
|
✓ |
|
CPA Support |
1 email per month |
3 emails per month + 2 calls per month |
Unlimited |
|
Bi-Weekly Tax Tips and Savings Newsletter |
✓ |
✓ |
✓ |
|
Response time |
2 business days |
same business day |
same business day |
|
Secure client portal |
✓ |
✓ |
✓ |
|
QBO or Xero |
|
✓ |
✓ |
Sole Proprietor Self-Employed Individuals
| Basic |
Plus |
Premium | |
|---|---|---|---|
|
Bookkeeping and reconciliations |
|
✓ |
✓ |
|
Tax planning and advice |
✓ |
✓ |
✓ |
|
Sales tax filings |
✓ |
✓ |
✓ |
|
T1 individual tax returns for you and spouse |
✓ |
✓ |
✓ |
|
T2125 statement of business activities |
✓ |
✓ |
✓ |
|
Tax Audit Support |
|
|
✓ |
|
CPA Support |
1 email per month |
3 emails per month + 1 call per quarter |
Unlimited |
|
Tax Optimization Checklist |
✓ |
✓ |
✓ |
|
Bi-Weekly Tax Tips and Savings Newsletter |
✓ |
✓ |
✓ |
|
Response time |
2 business days |
1 business day |
same business day |
|
Secure client portal |
✓ |
✓ |
✓ |
|
QBO or Xero |
|
✓ |
✓ |