We offer more than tax preparation services; we offer financial confidence that your affairs are being handled properly and expertly, and that you will never pay more than you should for your taxes.

Bronze

Incorporated Consultants

For the one-person consulting business who wants to stay compliant and needs occasional guidance.

Includes:

  • Annual Corporate Tax and GST/HST returns

  • Owner compensation (salary vs dividends)

Price: starting at $2,500 annually

Silver

Late-Career Professionals with Multiple Income Sources

You’re in or near retirement and you need some planning and ongoing support to avoid tax surprises.

Includes:

  • Business bookkeeping

  • Business and personal tax planning

  • Income optimization / tax minimization for your business, retirement and investment income

  • All tax returns, business and personal

Price: starting at $5,000 annually

Gold

Serial Entrepreneur

You have several businesses and you need real-time data, planning, and analysis, as well as quick access to your advisors, to help you make your best financial decisions throughout the year

Includes:

  • Research, analysis, and recommendations on potential outcomes

  • Monthly or quarterly financial reporting and forecasts

  • Personal tax planning and forecasting

  • All tax returns

  • Unlimited meetings and phone calls

Price: starting at $12,000 annually

One-Time Services

One Hour Incorporation Strategy Session

For the consultant setting up a corporation, and you’re getting conflicting information from your friends and the internet.

In a single session we can answer your high-level questions, like:

  • How do I set up a corporation?

  • How do I pay myself?

  • What expenses can I deduct?

  • How do I run a corporation properly?

  • What tax returns do I need to file?

What’s included:  Sessions take place either on Zoom or on the phone. Most sessions last 45 minutes to one hour; more time can be added if needed. Afterward you will receive a link to a recording of the session.

Price: $395

Purchase with confidence guarantee: if you’re not completely satisfied for any reason, I will refund your purchase in full

One Hour Strategy Session
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Half Day Intensive: Strategy and Planning Session

For the established business owner looking for advice without the commitment of a move to another accountant just yet.

We’ll start with a high-level analysis of your current financial picture.

Then we’ll talk about your biggest current financial challenge.

Possible session topics include:

  • You’re concerned that your current accountant / accounting solution isn’t the best but you’re not really sure why

  • You want to review your current accounting system and get advice on:

    •  whether it will fit future needs,

    • recommended improvements, and/or

    • options for a new accounting solution

  • You want to review prior year tax returns and get some reassurance you paid the least amount of tax

  • You’ve run your business on your own and now you’re considering adding some staff to grow your business to the next level

  • You’re considering investing in another business, and you’re not fully confident you have all the information you need to avoid tax surprises

What’s included: a 30 minute pre-session planning call, then a 3 – 4  hour session (more time can be added if needed) on Zoom, followed by a recording of the session and a written high-level summary of what we talked about, including links to helpful resources

Price: $1,750

Half Day Intensive
Click here to Schedule your session!