U.S. Tax Services

Personal Tax Services

Price Guide

* All prices are listed in Canadian Dollars and are subject to annual increases for inflation

  • Starting price - $775*

    The starting price will typically apply to per return with several W-2 and 1099 slips, IRA contributions, and use of the standard deduction.

  • Starting price - $400* per business

    Our cost to prepare the required business schedules for a tax return based on income statements provided by the client is on a per business basis. Should bookkeeping services be required to prepare and income statement for the business, a fee estimate for this service will be provided in advance.

  • Starting price - $400*

    Individuals who engage in extensive trading activity may be subject to additional preparation fees depending on the number of transactions per year and the quality of the summary provided by their investment institution. If there is significant record keeping required to calculate the gains (or translate them into $CAD) a quote for these additional fees will be provided in advance.

  • Starting Price - $400*

    Our cost to prepare the required rental schedules for a tax return based on statements provided by the client is on a per property basis. Should bookkeeping services be required to prepare the statements for the property, a fee estimate will be provided in advance for this additional service.

  • Starting price - $600*

    The starting price will typically apply to a return with several W-2s and 1099 slips and the relevant treaty declarations.

  • Starting price - $1,275*

    The starting price will typically apply to a return with several investment slips and capital gains reporting.

  • Starting price - $400*

    This price covers individual with up to 15 financial accounts. Additional charges may be applicable for clients who have many accounts or require us to review financial records to determine the maximum balance for each account.

  • Starting price - $925* per trust

    Our cost to prepare the required forms for clients who have reportable transactions with foreign trusts or the required disclosures for TFSA accounts.

  • Starting price - $925* per trust

    Our cost to prepare the required financial disclosures forms for clients who are consider the owners of a foreign trust. This form is typically only required for TFSA accounts and is in addition to Form 3520 which is also required for the TFSA.

  • Starting price - $2,100* per CFC

    The base price covers the cost to prepare the Form 5471 for each non-U.S. corporation owned by the client. The cost will range from about $1,650 for basic category for disclosures to $2,000 if the client is a Category 5 filer and requires additional 962 elections or high-tax exemption elections.

  • Starting price - $375* per fund

    This covers the preparation of the information returns for clients who have an interest in foreign mutual funds or other PFICs.

  • Starting price - $400* per state

    Our cost to prepare state personal income tax returns is generally $350 per State.

  • Starting price - $5,000*

    Our starting cost to prepare and file under the streamlined filing program is $4,620. A typical streamlined filing consists of 3 years of tax returns and 6 years of FBAR reporting and completing of IRS prescribed forms to qualify for the program. Upon contacting our office a detailed quote will be provided.

  • Please Contact for Quote

    The price to complete dual status returns depends on the complexity of your tax situation including how many sources of income require proration and adjustments required to the cost basis of your assets. For an accurate quote, please contact us.

Corporate Tax Services

Price Guide

* All prices are listed in Canadian Dollars and are subject to annual increases for inflation

  • Starting price - $1,950*

    The starting price will typically apply for corporations who provide financial statements. Should bookkeeping services be required to adjust the financial statements for tax purposes, a fee estimate will be provided for these additional services in advance.

  • Starting price - $1,475*

    The starting price will typically apply for foreign corporations who provide us with finalized financial statements. Should bookkeeping services be required to adjust the financial statements for tax purposes, a fee estimate will be provide for these additional services in advance.

  • Starting price - $1,950*

    Pro forma corporate returns are required for corporations filing in States that specify that revenue allocated to that State be calculated based on the corporation’s worldwide profits. The starting price will typically apply for corporations who provide us with finalized financial statements. Should bookkeeping services be required to adjust the financial statements for tax purposes, a fee estimate will be provided for these additional services in advance.

  • Starting price - $1,950*

    The starting price will typically apply for partnerships who provide financial statements. Should bookkeeping services be required to adjust the financial statements for tax purposes, a fee estimate will be provided for these additional services in advance.

  • Starting price - $400 per corporation

    Our cost to prepare the information returns for foreign clients engaged in a U.S. trade or business. A typical Form 5472 will consist of the reporting of all transactions between the U.S. entity and the foreign entity.

  • Starting price - $625* per state

    Our cost to prepare state income tax returns. Some state returns may require additional services to complete. Any additional fees will be discussed with you before work begins.