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

GET STARTED

Book a free consultation by clicking the link below or filling out the form.