Info Centre
Pricing and Info
We created this page to further elaborate our transparent and timely communications. From this page, you will find our Pricing List and some other useful information that facilitate you to work with us more efficiently and effectively, most importantly, you will find Our Process to take on new clients if you have decided to engage us.
Our Process
- You review our website to get to know us and our fee structures, and to get a feeling about the potential costs of your accounting and tax needs
- Information Form: You fill out our online form through Get A Quote page if your expectations are met
- 1st Conversation: Either Shannon or Kevin will contact you within 1 business day via zoom, email or telephone to further discuss your needs or collect more information
- Quote/Term Sheet: A quote will be provided within 2 business days along with a Term Sheet covering the work scope and billing processes etc.
- Business Consent: Business Consent to be prepared and you authorize us to deal with CRA and review CRA's accounts online
- Revision of Term Sheet: We will discuss with you if non-compliances are found from CRA's website which you were not aware of, and revise the Term Sheet to reflect real works to be performed
- Engagement Letter: An engagement letter will be prepared once you have agreed with the Term Sheet
- 1st Invoice: 1st invoice is issued once the engagement letter is signed (we request 30%-50% of total fees be paid in advance for 1st time clients)
- Documents: We will provide our template, accounting software, client manual etc. deemed as necessary as for various engagements
- 2nd & ongoing conversations: We will discuss all the documents provided by us and get the file work started
Documents
Pricing-Corporate (T2)
You will find the price list for services we provide to corporations from this document, including corporate tax returns (T2) and some other reporting and compliance services generally applied to corporate clients.
Pricing-Individual (T1)
You will find the price list for services we provide to individuals from this document, including personal tax returns (T1) and some other reporting and compliance services generally applied to individuals.
Client Manual
This client manual is designed for new clients. You will find some basic tax knowledge and compliance requirements, and also some basic tax planning tips in this document. We recommend all our clients to read through this document in order to work with us more effectively and efficiently.
Tax Organizer (T1)
A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then email it to us.