Pricing

Fixed annual fees, agreed before we start.

Every package includes both the corporate return and the owner's personal return. Add full bookkeeping when you want one team for everything, or keep the bookkeeper you have — either works. It is never a requirement of the tax relationship.
Show fees as

Packages and annual fees

Business Tax Compliance

The annual returns, handled correctly, for owners whose records are in reasonable shape — a clean spreadsheet or an accounting file both work. We'll confirm exactly what we need at the estimate.

$3,000starting at / year$250starting at / month

  • Corporate tax return (T2)
  • Owner's personal return (T1)
  • Year-end financial statements — prepared without audit or review
  • Year-end tax calculation
  • Corporate & personal instalment calculations
  • Annual compensation review
  • Routine CRA notice support
  • Year-end CRA account reconciliation
  • Misapplied-payment transfers & ordinary payment-arrangement calls
  • Routine filing questions
  • Filing-calendar management

Tax + Accounting

For owners who want one team managing both the tax and the underlying financial records.

$12,000starting at / year$1,000starting at / month

  • Everything in Year-Round Tax Partner
  • Monthly bookkeeping
  • Bank & credit-card reconciliations
  • We run your payroll — pay runs, direct deposit & ROEs
  • New-hire & termination paperwork
  • Monthly or quarterly financial reports
  • Cleanup & year-end readiness

Custom

Multi-Entity & Incorporated Professionals

A single professional corporation fits the standard packages — if that is you, start there. This tier is for owners with several related entities or OpCo/HoldCo structures, plus real-estate investors and family investment groups, and is priced to the number of entities, transactions, reporting and advisory requirements.

Customquoted per structure

Fees are fixed before any work begins — and filings are delivered on time, guaranteed.

The guarantee, defined: if we have your complete records by the date we agree at onboarding and we still miss a filing deadline, we pay the CRA late-filing penalty and interest caused by the delay — and credit that month's fee. It covers the T2, owner T1s, GST/HST and payroll filings we're engaged to prepare, and doesn't apply where records arrive after the agreed date or CRA systems are unavailable.

How fees are set

No hourly meters. No surprise invoices.

Your fee is determined at the estimate stage by the number of entities, the complexity of the tax work, the state of your records and whether bookkeeping or reporting is included. It's fixed for the year, payable monthly, and scope changes are discussed before work begins — never after.
Entities
Each corporation, HoldCo or related entity adds returns and coordination.
Complexity
Investment income, intercompany balances, payroll size, GST/HST volume.
Scope
Whether bookkeeping, payroll, reporting or CFO support is included — add them whenever one team for everything makes sense.
Records
Records behind? Catch-up bookkeeping is scoped and priced once, at the estimate — not billed as a surprise later.

Commercial terms

The questions before you commit.

How long is the commitment?

Engagements run on a one-year term — the same year your fixed fee is set for.

Can I cancel?

At any time. The one-year term sets the fee and the work plan.

What happens if I leave?

You get all your data — the returns, statements and records we hold for you. Handover is part of the engagement, not a favour at the end of it.

How does billing work?

Fees are annual, fixed at the estimate, and payable monthly. There is no hourly billing and there are no surprise invoices.

What if something outside the scope comes up?

Scope changes are discussed and priced before the work begins — the fee only moves when you have agreed to the change.

What systems do you work with?

Any mainstream bookkeeping system, provided the records and access are digital. Spreadsheets are fine too — if the books need catching up first, that work is quoted in the same estimate.

Know your fee before you commit.

Tell us how to reach you — we reply within one business day to set up the first conversation, and your fee is fixed before any work starts.
Schedule a fit and fee estimate