Our Plans
| Starter | Growth | Professional | |
|---|---|---|---|
| from $1,900/year | from $3,200/year | from $4,000/year | |
| Owner-managed company in its start-up phase, or consultants | Growing company requiring a wider range of tax services | Established business, with greater complexities | |
| Up to $7k monthly expenses | Up to $15k monthly expenses | Up to $40k monthly expenses | |
| Up to 3 employees (incl owners) | Up to 5 employees (incl owners) | 5+ employees (incl owners) | |
| Accounting & Tax Package | |||
| Compilation Financial Statements | P | P | P |
| Year-end financial reporting package | P | P | P |
| Corporate tax return preparation & filing | P | P | P |
| GST/HST return preparation and filing | P | P | P |
| T5 & T4 slips preparation and filing | Available | P | P |
| T4A/T5018 preparation | Available | Available | P |
| Personal income tax returns | Available | Available | P |
| CRA correspondence | P | P | P |
| Direct access to your CPA | P | P | P |
| Accounting & Tax + Bookkeeping Package | |||
| $299/month | $399/month | $599/month | |
| Transactions | Up to 40 | Up to 125 | Up to 200 |
| System setup | P | P | P |
| Bookkeeping updated regularly | P | P | P |
| Monthly software costs | P | P | P |
| Payroll support | P | P | P |
| Tax Services Only | |||
| Corporate tax return preparation & filing | from $1,199/year | - | - |
| GST/HST return preparation | P | - | - |
| CRA correspondence | P | - | - |
Starter
from $1,900/year
Owner-managed company in its start-up phase, or consultants
- Monthly expensesUp to $7k
- EmployeesUp to 3
Accounting & Tax Package
- Compilation Financial Statements P
- Year-end financial reporting package P
- Corporate tax return preparation & filing P
- GST/HST return preparation and filing P
- T5 & T4 slips preparation and filing Available
- T4A/T5018 preparation Available
- Personal income tax returns Available
- CRA correspondence P
- Direct access to your CPA P
Accounting & Tax + Bookkeeping
- Price$299/month
- TransactionsUp to 40
- System setup P
- Bookkeeping updated regularly P
- Monthly software costs P
- Payroll support P
Tax Services Only
- Corporate tax returnfrom $1,199/year
- GST/HST return P
- CRA correspondence P
Growth
from $3,200/year
Growing company requiring a wider range of tax services
- Monthly expensesUp to $15k
- EmployeesUp to 5
Accounting & Tax Package
- Compilation Financial Statements P
- Year-end financial reporting package P
- Corporate tax return preparation & filing P
- GST/HST return preparation and filing P
- T5 & T4 slips preparation and filing P
- T4A/T5018 preparation Available
- Personal income tax returns Available
- CRA correspondence P
- Direct access to your CPA P
Accounting & Tax + Bookkeeping
- Price$399/month
- TransactionsUp to 125
- System setup P
- Bookkeeping updated regularly P
- Monthly software costs P
- Payroll support P
Professional
from $4,000/year
Established business, with greater complexities
- Monthly expensesUp to $40k
- Employees5+
Accounting & Tax Package
- Compilation Financial Statements P
- Year-end financial reporting package P
- Corporate tax return preparation & filing P
- GST/HST return preparation and filing P
- T5 & T4 slips preparation and filing P
- T4A/T5018 preparation P
- Personal income tax returns P
- CRA correspondence P
- Direct access to your CPA P
Accounting & Tax + Bookkeeping
- Price$599/month
- TransactionsUp to 200
- System setup P
- Bookkeeping updated regularly P
- Monthly software costs P
- Payroll support P