Professional Fees

PERSONAL TAX RETURN
Single Return (for Individual)
The fee includes:
An intake meeting and post-tax-preparation meeting (if needed)
Respond to the CRA’s review of your tax claim/s provided complete documentation of the claims were provided during tax preparation
Year-round tax support for your tax queries
The fee does not include:
Completion of Form T2125, Statement of Business or Professional Activities. The minimum fee for Form T2125 is $75
Completion of the Form T776, Statement of Real Estate Rentals. The minimum fee for Form T776 is $75
Completion and filing of the GST return. The minimum fee for the completion/filing the GST return is $50
Excessive time needed to follow up on missing tax information; or to summarize stock sales, the northern travel deduction or medical expenses
Assistance with a CRA Special Assessment or CRA Tax audit
$400
PERSONAL TAX RETURNS
Two Single Returns (for a Couple)
The fee includes:
An intake meeting and post-tax-preparation meeting (if needed)
Respond to the CRA’s review of your tax claim/s provided complete documentation of the claims were provided during tax preparation
Year-round tax support for your tax queries
The fee does not include:
Completion of Form T2125, Statement of Business or Professional Activities. The minimum fee for Form T2125 is $75
Completion of the Form T776, Statement of Real Estate Rentals. The minimum fee for Form T776 is $75
Completion and filing of the GST return. The minimum fee for the completion/filing the GST return is $50
Excessive time needed to follow up on missing tax information; or to summarize stock sales, the northern travel deduction or medical expenses
Assistance with a CRA Special Assessment or CRA Tax audit
$725
T2 CORPORATE TAX RETURN
T2 Corporate Tax Return
The above fees assume your bookkeeping has been properly prepared with a bookkeeping software such as Sage or Quickbooks, etc.
We will be glad to recommend a professional bookkeeper if you require this service.
$1,200
T3 TRUST AND ESTATE RETURN
Basic Estate/Trust Return
The minimum fee is $400 for a basic Estate/Trust return
The minimum fee is $700 for an Estate/Trust that distributes income to beneficiaries
$400 (Minimun Fee)

NOTICE TO READER COMPILATION
including the T2 corporate tax return
The fee includes:
An intake meeting and post-tax-preparation meeting (if needed)
Year-round tax support for your tax queries
Respond to the CRA’s review of your tax claim/s provided complete documentation of the claim's were provided during tax preparation
The fee does not include:
Completion of Form T2125, Statement of Business or Professional Activities. The minimum fee for Form T2125 is $75
Completion of the Form T776, Statement of Real Estate Rentals. The minimum fee for Form T776 is $75
Completion and filing of the GST return. The minimum fee for the completion/filing the GST return is $50
Excessive time needed to follow up on missing tax information; or to summarize stock sales, the northern travel deduction or medical expenses
Assistance with a CRA Special Assessment or CRA Tax audit
$3,000
REVIEW ENGAGEMENT
including the T2 corporate tax return
The fee includes:
An intake meeting and post-tax-preparation meeting (if needed)
Year-round tax support for your tax queries
Respond to the CRA’s review of your tax claim/s provided complete documentation of the claim's were provided during tax preparation
The fee does not include:
Completion of Form T2125, Statement of Business or Professional Activities. The minimum fee for Form T2125 is $75
Completion of the Form T776, Statement of Real Estate Rentals. The minimum fee for Form T776 is $75
Completion and filing of the GST return. The minimum fee for the completion/filing the GST return is $50
Excessive time needed to follow up on missing tax information; or to summarize stock sales, the northern travel deduction or medical expenses
Assistance with a CRA Special Assessment or CRA Tax audit
$6,000
CONSULTING
billed for actual time spent
This service includes:
Personal or corporate tax planning
Financial or retirement planning
GST research or compliance questions
Estate planning
$310 / Per Hour
CONSULTING
Not exceeding 15 min.
Any subject matter; by phone or in-person
Complementary