Benefit Only Tax Return $39.99

• Zero Income return filing for credits only OR T5007 for Social Assistance only

 

Simple Tax Return “Special two-slips-of-any-kind” $89.99 (Qualifying Student $59.99)

• One T4 or T5007 plus one of any other tax slip and/or tips

• T4A(OAS) and T4A(P) only

• One tax slip plus BC Rental Credit only

 

Standard Tax Return $149.99 - $189.99 (Qualifying Student $99.99)

• CPP or QPP Benefits and/or Old Age Security and/or Pension Income

• Any number of T4s – Employment earnings on tax slips with or without tips

• Worker’s Compensation Benefits, EI Benefits, Parental leave, and Wage Loss Plans

• RRSP and FHSA Contributions and Regular Withdrawals

• Scholarships, bursaries and RESP Accumulated Income Payments

• Canadian Tuition and Examination Fees (T2202a)

• Student Loan Interest (current and carried forward up to 5 years)

• Benefit Repayments reported on tax slips

• Provincial Rental Credits

• New Canadian Immigrant return (does not includes Canada Child Benefit or GST applications)

• Home Buyer Plan or Lifelong Learning Plan Repayments

 

Enhanced Tax Return $189.99 -$239.99 (Qualifying Student $149.99)

• Tuition Transfers from Dependants/Spouse

• Investment income from T5 Slips and T3 Slips (Very basic/minimal T5008 forms)

• Childcare expenses

• Union or Professional Dues and Memberships - not reported on tax slips

• Quebec Provincial return (per Simple/Standard Complexity)

• Donations or Political Contribution Receipts (large volume may incur additional time fees)

• Carrying Charges or Eligible Interest Expenses

• Canada Caregiver Amounts/Infirm Dependant amounts for dependant or spouse

• Digital subscription credits

• “Other” income at line 13000 - not on tax slips

 

Advanced Tax Return $239.99 - $289.99

• Disability Amounts, Supports and Transfers

• Volunteer Firefighter or Search & Rescue Credits

• First time home buyer’s credit

• Apprenticeship Credits

• Moving Expenses – Simplified only Meals and Mileage

• Disposition of Principal Residence (Principal Residence Exemption for all Years)

• Pension Income Splitting (without manual optimization)

• Amount for Eligible Dependant Claims or Deductible Support Payments

• Eligible Foreign Tuition (T11a)

• Basic/Summarized Medical Expenses not including Medical Travel, Nursing home Attendant care

• Deceased Final Returns (extra $100 fee for optional Rights-or-Things return), no Estate Return prorations

• Self-employment type income only with no expense calculations or claims

 

Complex Tax Return $289.99 – $349.99

• Non-Residents/ Temporary Foreign Workers or Emigrant Returns

• “Other deductions” Line 23200 without slips, such as Undeducted RRSP Contributions, Pension buy back

• Foreign Income (and foreign tax credits on slips)

• Clergy Residence Deduction

• RRSP Transfers and Special Withdrawals

• Pension Income Splitting - requiring manual optimization

• Other federal or provincial credits and deductions otherwise not listed

 

Premium Tax Return $349.99 -$449.99

• Extensive Medical, Medical Travel Expenses, Nursing home fees or Attendant care (large volumes of receipts or calculating reimbursements/out of pocket may have time-based fees applied)

• Northern Residents Deduction

• Stock Options & Share Deductions

• Home Accessibility Credits & Multigenerational Home Renovation Tax Credit

• Moving Expenses – other than simplified only claims

• Adoption Expenses

• Detailed Employment Expenses/Tools Allowances and GST 370 Forms

• Capital Gains & Losses (Extensive or consolidated T5008s, Gain Losses manually calculated and/or reported on Schedule3, Multiple Asset classes/Accounts)

• Disposition of Principal Residence (Capital Gain/Loss Calculations - Not Principal Residence for all Years)

• Foreign Tax Credits (not on slips)

• Multiple Jurisdiction reporting

• Crypto Currency and T5013 Statements of Partnership

• Income, Deductions and Credits from Multiple Categories

• Alternative Minimum Tax reporting and Carryovers

• Deceased Final Return with Estate Return prorations (extra $100 each for optional Rights-or-Things or T3 return for reporting Death Benefit only)

 

Rental & Self-Employment Tax Returns $399.99 - $499.99

Each extra Business or Rental Property add $100 each. GST filing with taxes $75 each. Bookkeeping $85 per hour.

• Self Employed Business or Partnership Income or Loss/Professional Income

• Commission Income and Related Expenses

• Rental Income and Expenses (Note: short term rentals may be considered self-employment)

• Lifetime Capital Gains Deductions on Dispositions of Qualified Property

• Return filed under sections 216/217 for non-resident rental

 

Trust Returns (T3) $375.00-$600.00

• Standard Trust filings

 

US Tax Returns $399.99-$699.99

• Common to advanced US tax returns. Does not include mailing/courier or tracking fees to send to the IRS.

 

Corporate Tax Returns (T2) $1,200.00-$1,500.00

• Typical corporate filings (Notice to Reader financials $100-$250 based on notes required)

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Foreign Income Verification Forms (T1135)

• Simplified $100

• Detailed $150-$250

 

Special Elections $150

CRA special elections are optional tax choices you can file to reduce or defer taxes when certain financial events happen. $85 per hour for additional preparation time of supporting documentation required to support a Special Election.

 

Consultations and Advising (including preparation/research time required) $85 per hour

• Minimum 30-minute charge for phone or “zoom” appointments

• Minimum 1 hour charge for in-person consultation appointments

• Email explanations and advice have no minimum time charge; fees apply as required for additional and/or repeated detailed explanations above the standard/typical information provided with filing fee that would otherwise be considered consulting

 

Tax Preparation and Extra Forms for Time Required above Standard $85 per hour

• For consult and/or preparation time for specialized forms not otherwise included in typical tax preparation

 

Bookkeeping time/Organization and Collating of Receipts and documents $85 per hour

• Time required above usual pricing for ‘tax preparation ready’ documents and receipts. No minimum.

 

T1 Adjustment forms or Tax Return Re-Filing

• $49.99 base charge for T1-Adj form per tax year (or submitting online request for each year)

• Base charge PLUS additional fees for each schedule prepared to accompany adjustment (which are based on our regular fee schedule by type of income, deductions or credits). Minimum charge $85.00 per hour applies for time above base charge for T1-Adj form re: calculation and preparations of forms to submit.

 

CRA Pre-Assessment and Post-Assessment Reviews

Reviews by the CRA of the tax returns we have prepared are generally included in our filing fee, up to a reasonable amount of time (typically about one hour per return). If additional time is required beyond this—such as for extensive follow‑ups, gathering receipts, or obtaining information that wasn’t provided at the time of filing and any related reinstatements or adjustments—additional time charges may apply.

 

Mobile Pick Ups, Transfers and Drop-Off

• When available in your area (disability or hospital) no additional charge

• Transfers between offices 24–48-hour window, no additional charge

• When available in your area (preference) $10 each way

• Special/Rush trips $25 each way

 

Duplicate Document Retrieval - Administration Offset

Requests for copies of forms filed and/or Notices of Assessments, letters, slips, Registered plan limits etc.

• Self-serve Website Request: $5 first document and $5 per additional document type/per year

• Phone or email request: $10 first document and $5 per additional document type/per year

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​Notes regarding document requests: For security and privacy reasons, document copies can only be picked up in person with identification or emailed to the e-mail on file at the time taxes were completed. We cannot take requests directly from mortgage brokers or other third parties, so clients must request documentation be forwarded or copied directly. Spouses and family members must make their own requests.

 

Postage for Return of Documents

Starting at $6.50, quote provided for larger packages