Most common
Basic T1
Starting at $100
Employment income and common credits/deductions
- T4 and common slips
- RRSP / donations / medical (as applicable)
- Standard review for completeness
Pricing
Clear pricing, transparent add-ons, and scope confirmed up front.
These packages are provided for clarity and transparency. Services outside the listed scope are quoted separately.
Clear scope & upfront pricing
We confirm what’s included before work begins — no surprises.
Clean, accurate records
Organized reporting you can rely on.
Secure document handling
Secure upload links for sensitive slips and receipts.
Practical guidance
Clear next steps — especially during tax season.
Not sure what you need? Book a quick consult and I’ll guide you.
Book a ConsultationPersonal Income Tax (T1)
Starting at $100Choose the category that fits you best. Final pricing is confirmed before filing and depends on complexity and how organized your documents are.
Self-employed (Sole Proprietor)
Starting at $150
T2125 business income and expenses
- Income/expense review and reporting
- Home office / vehicle (if applicable, with support documents)
- Scope-based pricing for complexity and record condition
Rental Income
Starting at $150
T776 rental income and expenses
- Rental income/expense categorization
- Support for common rental deductions
- Pricing depends on number of properties and records
What to prepare
Bring what you have — if something is missing, I’ll tell you what’s needed.
Basic T1
- T4 / T4A / T5 slips
- RRSP / tuition / donation receipts
- Prior-year Notice of Assessment (if available)
Self-employed
- Income summary
- Bank / credit card statements
- Expense receipts (if available)
Rental
- Rent received summary
- Property expenses
- Mortgage interest & property tax details
🔒 A secure upload link will be provided after booking to safely submit your documents.
Sole Proprietors & Small Businesses (Bookkeeping)
Monthly bookkeeping tiersPackages are based on transaction volume and what’s included below.
Basic
$150 / month
Up to 50 transactions per month
- Bank and credit card reconciliations
- Expense categorization
- Monthly bookkeeping review
Most popular
Advanced
$250 / month
Up to 150 transactions per month
- Bank and credit card reconciliations
- Monthly Profit & Loss and Balance Sheet
- Light cleanup as needed
Premium
$400 / month
Up to 300 transactions per month
- Multiple accounts
- Monthly financial statements
- Sales tax tracking
Incorporated Businesses
Corporate monthly bookkeepingCorporate packages include stronger compliance support and are structured by tier.
Basic
$300 / month
- Transaction review and expense categorization
- Bank and credit card reconciliations
- Monthly bookkeeping review
Most popular
Advanced
$450 / month
- Bank and credit card reconciliations
- Monthly Profit & Loss and Balance Sheet
- HST tracking
- Ongoing bookkeeping review
Premium
$650 / month
- Full-cycle monthly bookkeeping
- Bank and credit card reconciliations
- Monthly financial statements
- Payroll source deduction preparation
- HST preparation and filing (quarterly, where applicable)
- WSIB reporting
- CRA account balance tracking
Add-on services (billed separately)
Common add-ons (priced as listed):
Bookkeeping Catch-Up / Cleanup: $75/hour (2-hour minimum)
CRA Correspondence & Support: $75 to $150
Additional Bank or Credit Card Account: $40/month
Manual Bank Data Import: $40/month or $75/hour
Accounting Software Setup: $200 flat
Monthly Financial Reporting Add-On: $50/month
Payroll Processing: $40 to $75/month
HST/GST Filing: $40 to $75 per return
WSIB Reporting: $40 per filing
Year-End Reporting (Corporate): $750 flat fee
Not included (quoted separately)
- Corporate income tax (T2) filing
- CRA audits or reviews
- Prior-period cleanup or restructuring
- Advisory or consulting services
Important notes
Scope stays clear
Anything outside the package scope is quoted before work begins.
Cleanup is separate
Catch-up, reconstruction, or major sorting is billed separately (see add-ons).
Fast next step
Book a short consult and we’ll confirm the best tier for your volume and needs.