Pricing
Financial Structure for Growing Businesses
Clear, structured pricing for individuals, retirees, professionals, and small businesses. No hidden fees — just straightforward costs based on your filing needs.
SMALL BUSINESSES & PROFESSIONALS
Business & Corporate Service Packages
Flexible monthly and annual service packages designed for incorporated businesses and professionals. Pricing is based on transaction volume, reporting requirements, and service level needed. No year-end surprises.
$1,200 + Tax Annually
- Up to 20 monthly transactions
- Up to 2 bank/credit card accounts (entry & reconciliation)
- Bookkeeping entered annually in QuickBooks Desktop
- Bank & credit card reconciliations done annually
- Annual HST filing
- Corporation tax filing included
- Payroll preparation available annually or monthly ($25 + HST per pay run)
- Annual financial statement review
- 50% discount on personal tax filing (pay as you go)
- Email & telephone support once per quarter
- One annual meeting (in-office or Google Meet)
- Personal tax, financial & retirement planning, mortgages, and investment property planning available at $150/hr (refunded when using our network or services)
$150 – $250 + Tax Monthly
- Up to 50 monthly transactions
- 1–2 bank/credit card accounts (entry & reconciliation done quarterly)
- Bookkeeping entered quarterly in QuickBooks Desktop
- Quarterly bank & credit card reconciliations
- Quarterly HST filing
- Corporation tax filing included
- Monthly payroll preparation & CRA filing
- Employee ROE at $25 per ROE
- Annual financial statement review
- Personal tax filing included
- Email support 2–3 times per month
- Telephone support 1–2 times per month
- Two meetings per year (in-office or Google Meet)
- Personal tax, financial & retirement planning, mortgages, and investment property planning available at $150/hr (refunded when using our network or services)
$300 + $499 + Tax Monthly
- Up to 100 monthly transactions
- 1–4 bank/credit card accounts (entry & reconciliation done monthly)
- Bookkeeping entered monthly in QuickBooks Online (value over $650 annually)
- Monthly bank & credit card reconciliations
- Quarterly HST filing
- Corporation tax filing included
- Monthly/bi-weekly payroll preparation & CRA filing
- Employee ROE at $15 per ROE
- Quarterly financial statement review
- Personal tax filing included
- Accounts receivable/payable available (add-on: $100–$200/month)
- Unlimited email support
- Unlimited telephone support
- Quarterly meetings (in-office or Google Meet)
- Personal tax, financial & retirement planning, mortgages, and investment property planning available at $150/hr (refunded when using our network or services
$500–$1,000 + Tax Monthly
- 150–250 monthly transactions
- 2–6 bank/credit card accounts (entry & reconciliation done monthly)
- Bookkeeping entered semi-monthly in QuickBooks Online (value over $950 annually)
- Monthly bank & credit card reconciliations
- Monthly/quarterly HST filing
- Corporation tax filing included
- Monthly/weekly/bi-weekly payroll preparation & CRA filing
- Employee ROE included
- Monthly financial statement review
- Personal tax filing included
- Accounts receivable/payable available (add-on: $100–$250/month)
- Unlimited email support
- Unlimited telephone support
- Monthly meetings or as required (in-office or Google Meet)
- Personal tax, financial & retirement planning, mortgages, and investment property planning available at $150/hr (refunded when using our network or services)
Note:
We would be pleased, at your request, to undertake any other work to assist you that is not inconsistent with our engagement role. Our fees will be determined based on the time spent on that additional engagement and billed in advance.
The above-quoted fees do not include the cost of handling a CRA audit or inquiry from CRA due to delay in payments or not following the instructions as sent by our office for current dues or upcoming dues
from CRA, WSIB or any other government dues
Individuals
Personal Tax Return Pricing
Personal Tax Return Pricing for Individuals, Families, and Retirees are based on the number of slips and additional forms required. Basic returns include up to 10 slips or forms.
Single
Unmarried, Widowed, Divorced, or Separated
Couple
Married or Common In-Law
Family
3 or More Family Members In Same Household
additions to basic returns
ADD To Basic Fees For Following Additional Tax Forms
Non-Incorporated Business Income/Expense Statement
- Add $100 for each additional business
- If information is not in an Excel sheet, additional fees apply
- Includes filing of HST return for each business
Employment Expenses / Home Office Expenses
If Information Is Not In An Excel Sheet, then ADD $50
Rental Property - For 1st Property
- If Information Is Not In An Excel Sheet, then ADD $50
- For Each Additional Property ADD $50
Moving Expenses
Sale of Principal Residence / Investment Property
First Home Buyers Credit
Medical / Charitable / Political Contribution Receipts
More than five receipts
Non-TFSA Stock Trading (Buying/Selling of Stocks)
No charge if we have CRA Authorization, or $3 for each transaction if entering manually (Buying and Selling)
Note:
- Prices for Small Businesses, Rental Properties, and Employment Expenses are based on the assumption that the client will provide all the information in a note or proper Excel sheet for income and expenses. The price will change if we have to work on all the details.
- The above fees is ONLY for filing the tax returns and DOES NOT include fees for tax, financial, retirement, risk management, estate planning services
Your Next Step
Ready to Get a Clear Quote?
We’ll review your situation and confirm pricing based on your specific filing or business needs.