Fees

This is where we get down to the price.

I’ve worked at different accounting firms, so believe me when I say that larger accounting firms tend to add lots of time to their files through inefficiencies.

The Journey of a File

Usually a junior is responsible to complete your file.  The senior reviews the file. The file then goes to the manager for review. The manager reviews the file and gives it back to the senior, who takes a look and gives it back to the junior to fix. The file then goes back to the senior who gives it back to the manager. Once the manager has cleared all his/her queries, it finally goes to the partner.  YOU GET THE POINT!   Bigger firms are great. They are filled with very seasoned professionals, but there are costs involved in having a “team” prepare your file.  Generally, YOU END UP PAYING WAY TOO MUCH!

I bypass this journey. I am hands on with all my clients. I am able to answer questions about your file without having to double check the answers with anyone. You deal with me.

So back to my fees…

I  let you know what my fees are up front.  Because I can generally predict the amount of work involved, I’ve summarized my services with a few “packages” that you can choose from when deciding what level of service you would like. After our initial consultation, I will provide you with a fixed fee that includes all the services listed in each of the packages below. We’ll choose the best bundle of services for your needs.  GIVE ME A CALL TO SET UP YOUR FREE INITIAL CONSULTATION.

Platinum Package

This package includes:

  • Financial Statements for your corporation with a Notice to Reader report attached.
  • Corporate Income Tax returns  (both federal and provincial, where applicable)
  • Bookkeeping for the year (usually prepared annually – 1 page bank statements)
  • GST/HST returns prepared
  • T4 Summary or other information return prepared
  • Personal tax returns (up to two basic returns)
  • Unlimited phone calls during the year to ask for my advice or just to say hi!

Gold Package 

This package includes:

  • Financial Statements for your corporation with a Notice to Reader report attached.
  • Corporate Income Tax returns  (both federal and provincial, where applicable)
  • GST/HST returns prepared
  • T4 Summary or other information return prepared
  • Personal tax returns (up to two basic returns)

Silver Package 

This package includes:

  • Financial Statements for your corporation with a Notice to Reader report attached
  • Corporate Income Tax returns  (both federal and provincial, where applicable)
  • GST/HST returns prepared

Bronze Package 

This package includes:

  • Personal tax return for a sole-proprietorship
  • GST/HST returns prepared

Nickel Package 

This package includes:

  • Personal tax return including employment expenses