Level 1 Basic
Corporate financial statements (annual)
Corporate tax returns and planning
Year end adjustments
Year end meeting and recommendations for next year
HST review
Access to our client portal (for secure document transfers)
Phone consultations (under 10 minutes each)
………. Monthly fee: from $200
Level 2 Typical
All the above plus:
Assistance with CRA filing and payments
Ongoing business assistance throughout the year
Customizing your accounting software
Personal tax returns and planning
………. Monthly fee: from $300
Level 3 Advanced
All the above plus:
Quarterly or monthly checkups
Bookkeeping (bill entry, payments, customer deposits, government returns, reconciliations)
Payroll (direct deposits, government remittances)
Personal Financial Planning (retirement; insurance; mortgages; education; investment review)
Estate Planning
………. Monthly fee: from $500
HST is added on all invoices.
Invoices are payable upon receipt.