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COMPLIMENTARY New Client Intake Consultation Phone Call

Complimentary Service
20 minutes initial intake phone consultation session to assess client's individual/business financial needs and goals, suggest most suitable service package solutions, and identifying next steps in achieving results.

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Personal T1 Tax Return Filing - STANDARD (incl. simplified method of Home Office Expense Claim)
CA$75.00

$75 per Individual per Filing
Individual tax return preparation and filing services. Basic return includes unlimited T-slips & available tax credits. Complimentary tax planning services are inclusive & available to clients in the months of January & February, prior to RRSP deadline. Processing time: aim to complete filing during appointment. (Prices including taxes & electronic delivery of finalized documents)

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Personal T1 Tax Return Filing - REAL ESTATE RENTAL ACTIVITIES (including up to 2 rentals) and/or COMMISSION & T2200 Employee Expense Deductions
CA$190.00
 

$190 per Individual per Filing
Individual tax return preparation and filing services. Return includes unlimited T-slips & available tax credits, real estate activities, allowable employee expenses, trucking employees’ deductions. Complimentary tax planning services are inclusive & available to clients in the months of January & February, prior to RRSP deadline. Processing time - aim to complete filing during appointment. (Prices include taxes and electronic delivery of finalized documents)

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Personal T1 Tax Return Filing - BUSINESS(ES): Unincorporated Sole & Partnership, Self-Employed, Contractor(s), FARM , REAL ESTATE RENTAL ACTIVITIES (more than 2 rentals)
CA$330.00

$330 per Individual per Filing
Individual tax return preparation and filing services. Return includes unlimited T-slips & available tax credits, business/farm/real estate activities, allowable employee expenses, trucking employees’ deductions. Complimentary tax planning services are inclusive & available to clients in the months of January & February, prior to RRSP deadline. Processing time: aim to complete filing during appointment. (Prices incl taxes & e-delivery of finalized docs)

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Trust T3 Income Tax & Information Return
CA$330.00
 

$330 per Trust Filing
Trust income tax & information return preparation and filing services. Complimentary tax planning services are inclusive & available to clients in the months of January & February, prior to RRSP deadline. Processing time: aim to complete filing during appointment. (Prices including taxes & electronic delivery of finalized documents)

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