PERSONAL ACCOUNTING Services PRICING
Transparent service plans tailored for you
Experience with my clients has shown that certain services bundled together provides the most coverage for the best value. I have therefore put together a selection of service plans for you to choose from. If these packages do not meet your requirements, however, or you would prefer more of an "à la carte" approach, let me know and I will work with you to provide the services you require.
Compare Service Options with this Handy Guide
| Included Service Options | Diamond Service $1225* |
Emerald Service Plan $625* |
Sapphire Service Plan $375* |
| Management of all CRA contact/correspondence pertaining to matters we handle |
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| Personal tax returns for you and your spouse |
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| Tax planning for you and your spouse |
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| Unlimited phone calls during the year to ask for personal tax advice |
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| Personal tax returns prepared for the household (parents, grandparents and children) |
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| Tax planning for you and your household |
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| Semi-annual meetings to discuss issues impacting your personal taxes |
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* The above packages are the minimum pricing for basic personal tax returns only. If any of the returns require any of the extras listed below there will be an additional charge on the package to prepare the appropriate schedules. There may also an additional bookkeeping charge if your documents are not provided to me in an organized and complete manner.
A-la-carte Personal Tax Services
The following rates* are based on the minimum hours required for the specific schedules. These rates are separate from the packages listed above, unless it's specifically included in the packages.
- Individuals: $235
- Rental Property - $275 extra* per property
- Capital Gains / Losses - $155 extra*
- T777 - Employment/vehicle expenses - $275 extra*
- Self-Employed/Business Income - $275 extra* per business
- GST/HST return - $1250 extra*
- Estate/Trust Returns - minimum $400*
*Pricing is approximate, based on minimum hours required.
There may also an additional bookkeeping charge for all personal tax services, if your documents are not provided to me in an organized and complete manner.
**Effective January 1, 2025, the hourly billing rate for services not billed as a package is $235/hour.
Tax planning strategies - Year Round Assistance - Stress free
Not an Individual? Check out our other pricing packages:
