Everything we take off your desk
Six services, one team. Each comes with a fixed quote and a checklist of exactly what to send.
Personal tax returns
T1 returns for employees, families, retirees and newcomers, including rental income, capital gains and foreign assets.
Who it’s forEmployees, families, retirees, landlords and anyone filing in Canada for the first time.
Personal taxT1
What’s included
- T1 filing & CRA e-file
- Rental & investment income
- First Canadian returns
What we need from you
- Slips (T4, T5, T3, T5008)
- RRSP, donation and medical receipts
- Last year’s notice of assessment
PriceFixed quote
Corporate tax
Year-end T2 returns, financial statements and owner-pay planning for incorporated businesses.
Who it’s forIncorporated businesses and professional corporations with a fiscal year-end to close.
Corporate taxT2
What’s included
- T2 return & schedules
- Salary vs dividend planning
- Year-end statements
What we need from you
- Year-end trial balance or bookkeeping file
- Bank and loan statements
- Last year’s T2 and statements
PriceFixed quote
Bookkeeping & payroll
Monthly reconciliations, payroll runs, T4 slips and remittances, kept current in your cloud software.
Who it’s forOwners who would rather run the business than chase receipts and payroll deadlines.
BookkeepingT4
What’s included
- Monthly reconciliations
- Payroll & T4 slips
- Source deduction remittances
What we need from you
- Access to bank and card feeds
- Receipts (Dext or photos)
- Employee payroll details
PriceFixed quote
GST & PST
Registration, filing and remittance for GST/HST and BC PST, without leaving input tax credits on the table.
Who it’s forBusinesses over the small-supplier threshold, or anyone who registered voluntarily.
GST & PSTGST/PST
What’s included
- Registration
- Quarterly or annual filing
- Input tax credit review
What we need from you
- GST/PST account numbers
- Sales and purchase records
- Previous returns filed
PriceFixed quote
Self-employed & contractors
Business income, home-office and vehicle expenses, and instalment planning for contractors and freelancers.
Who it’s forSole proprietors, contractors, trades, creatives and gig workers.
Self-employedT2125
What’s included
- T2125 business income
- Home office & vehicle
- Instalment planning
What we need from you
- Sales or invoices for the year
- Business receipts
- Vehicle and home-office log
PriceFixed quote
CRA letters & reviews
We read the letter, respond to the CRA on your behalf and handle reviews, reassessments and audits.
Who it’s forAnyone who has received a CRA letter, review request, reassessment or audit notice.
CRA supportCRA
What’s included
- Represent a Client access
- Review & audit responses
- Notices of objection
What we need from you
- The CRA letter (all pages)
- Documents it asks about
- Your CRA My Account login, if you have one
PriceFixed quote
Questions4 answered
Before you book
Something else on your mind? Call (604) 555-0142 or send an inquiry.
Do you charge by the hour?
No. Every engagement gets a fixed quote after a short review, and the quote covers the work described in it.
How long does a return take?
Most personal returns are filed within a week of receiving everything on the checklist. Corporate year-ends take two to four weeks.
Can I switch from my current accountant mid-year?
Yes. We request your prior-year files and CRA access, and pick up from where things stand.
Which documents do I send first?
Start with the checklist for your service on this page. We confirm anything else in the first call.
How it works3 steps
Three steps from shoebox to filed
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Step 1 of 3
Tell us what you need
Send an inquiry or call. We ask a few questions and list exactly what to gather.
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Step 2 of 3
Get a fixed quote
A free 20-minute call to review your situation, and a price before any work starts.
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Step 3 of 3
We file and follow up
We prepare and file, watch for CRA notices, and remind you before the next deadline.
Bring the shoebox.
Book a free 20-minute consultation. We will tell you what to gather and what it will cost.