Pricing

Whatever your situation is, we have a service model that will exceed your expectations.

Choose Your Package

 

The ‘Basic’ Package

This package is for individuals and businesses who understand their tax obligations and are looking for assistance with their annual tax filings but do not require additional tax planning or professional support.

Features:

  • Scheduled preparation of required tax filings

  • Access to our online portal for submission and delivery of records

  • Electronic signature of documents

  • Electronic copies of tax returns

  • Fees for responses to CRA and IRS reviews are NOT included.

  • Professional fees are due at the time of filing

The ‘Tailored’ Package

This subscription-based package is for established individuals and businesses who have complex tax situations and require ongoing assistance in multiple areas including income tax, sales tax, payroll tax, corporate structuring, estate planning, etc.

This plan provides for coverage of all tax obligations, complimentary handling of all audits and tax reviews, semi-annual tax planning meetings and preferential pricing on additional consulting services.

Features:

  • Features included in the ‘Basic’ Package.

    PLUS

  • Premium scheduling for tax return preparation without the use of extensions.

  • Paper copies of tax returns.

  • All CRA and IRS reviews and audits are handled free-of-charge.

  • Two (2) complimentary one-hour tax consultations per year (estimated value $1,000).

  • Complimentary annual one-hour tax intake meeting with a client liaison (estimated value $150).

  • Complimentary seven-year electronic retention of tax records.

  • Five Percent (5%) discount on tax consultation services

  • Professional fees are paid in equal monthly instalments (with NO financing fees) instead of at the time of filing.

The ‘Premiere’ Package

This subscription-based package is our most comprehensive package and is offered to sophisticated clients with complex, ever-evolving tax situations which require regular monitoring and innovative tax planning.

This plan provides for coverage of all of the tax matters described in our “premium package” enhanced with a more robust tax planning process included scheduled monthly meetings to review your changing tax position, preferred pricing on our consulting services, ‘front-of-line’ access to tax compliance and consulting services, and the benefits the of our ‘bespoke;’ customer service model.

Features:

  • Features included in the ‘Tailored’ Package

    PLUS

  • ‘Front of the line’ scheduling for tax return preparation without the use of extensions.

  • Bound paper copies of tax returns with written commentary from our tax experts.

  • Monthly complimentary one-hour tax consultations (estimated value $6,000 per year).

  • All meetings are recorded with electronic copies available for access on your dedicated portal.

  • After-hours access to professional advisors.

  • Fifteen Percent (15%) discount on tax consultation services.

Basic Prices

We believe that the price you pay for professional services should not be a mystery. Review our list of common services to get an idea of how much your return may cost and then request a quote to get a guaranteed price for tax filings.

Request a quote

Estimate your fees now