Personal Tax Preparation Fee

Introducing flat fee pricing for new clients.

These fees are for tax preparation only.

  • 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