Personal Tax Prep Services

Taxes can feel overwhelming, especially when rules keep changing. My goal is to make personal tax filing simple, clear, and stress-free by handling the details for you and answering your questions every step of the way.

I get it, choosing an accountant is personal. We know about all the major life events. Here’s some facts about my business:

  • my goal is to respond to you in 2-3 business days, however during tax season it can take up to a week

  • my business is open year round

  • I have admin staff, but they do not prepare your returns, only I prepare returns

  • my experience is well rounded but my specialty is families with disability

  • my services are fully virtual

Two women with polka dot blouses sitting at a grey table discussing documents and taking notes.

The process

  1. Complete the intake form.

  2. Staff review the intake form and send an email with:

    • engagement letter to sign

    • instructions on how to add my team as an authorized representative on your CRA account. If you do not have access to your CRA account, there is an alternative method, however an additional fee will be applicable.

    • a link to set up an appointment with my team to verify your identity

    • an invoice for prepayment retainer sent via Quickbooks.

  3. After you return payment, the signed agreement and authorized me on your CRA account(s), staff will provide a checklist in TaxFolder for you to complete. You also will start sharing your documents in TaxFolder.

  4. Once you’ve shared all your documents select “I’m finished” in TaxFolder and my staff will place you into my schedule (I’m usually booking 1-2 weeks out).

  5. I review the documents and prepare your return. I’ll email you if there are any questions.

  6. Once your return is finalized I’ll send a signing package via TaxFolder. This signing package includes:

    • letter summarizing the results of your return(s)

    • summary of your tax return (comparison to last year for returning clients)

    • invoice, indicating if an additional fee is owed

    • slip to pay CRA at the bank, if applicable

    • T183 to e-sign

    • T1135 to sign, if applicable

  7. Please review the summary prior to signing, now is the time to ask any questions.

  8. I efile your return(s) once payment in full and the signed T183 is received.

  9. I send you a copy of your returns via TaxFolder.

Note: your TaxFolder account will be deleted if you do not return as a client next year. Please make sure you download and save a copy of your tax return. A fee is charged should you require a copy in the future.

Intake Form

Personal Tax Preparation Fee

Introducing flat fee pricing for new clients.

These fees are for tax preparation only.

A calculator on top of various charts and graphs on papers.

  • Includes up to 8 documents (slips or receipts)

    Does not include consultations, tax planning or advice.

  • Includes:

    • up to 8 documents (slips or receipts)

    • 1 rental property

    • additional rental properties $100+GST/HST

    Does not include bookkeeping or HST filing

    • Includes up to 8 documents (slips or receipts)

    • 1 business

    • additional businesses $100+GST/HST

    • HST filing $75+GST/HST

    Does not include bookkeeping or HST filing.

  • All fees +GST/HST

    Additional documents - $2-$5 per document

    Employment expenses - $75

    Foreign Assets T1135 - $100

    Moving expenses - $65

    Principal Residence Exemption - $15

    Capital Gain/Loss not reported on Tslip - $10 minimum (ie crypto, investment property)

    Claiming credits for an adult dependant and I have not prepared the dependant’s return (ie unused DTC, CCC, tuition, medical expenses) - $35 minimum

  • 50% discount for:

    • those who receive provincial disability benefits like ODSP

    • seniors who receive GIS

    • spouse with zero income

  • Prepayment of the flat amount is required before preparation of your returns begins. Any additional amounts owed are due before returns are filed. This fee is non refundable.

    T183 must be signed before returns are filed.

    When you sign a T183 you are agreeing that the return was prepared based on information provided by you and you retain responsibility for your filed return.

    Fee DOES NOT include responding to CRA review letters. Additional Fee for Review letters runs $65-$100+GST/HST.

    Fee DOES NOT include consultation/advice or tax planning. This is a separate service. Simple yes/no questions are always welcome but when we have to dig into details a consultation fee is required.

  • Use the Google Sheet templates available to provide a summary for:

    • childcare

    • medical expenses

    • donations

  • This service is for you if you’re:

    • Trying to figure out how much to invest or which account to invest in?

    • Trying to figure out how to withdraw money in retirement?

    • Trying to figure out how to minimize taxes upon death

    $50 discount for people who have been personal tax clients for 2+ years

Google Sheet Templates