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Not sure where to start?
Let's ChatLook, tax season doesn't have to be that nightmare you're dreading. We've handled everything from straightforward T4s to multi-corporation structures with cross-border complications.
What's Actually Included:
- Personal tax returns (T1) - all provinces
- Corporate returns (T2) with full schedules
- Self-employed & rental income optimization
- Investment income & capital gains strategies
- GST/HST returns & compliance
- Prior year amendments when CRA messed up
Real talk: We usually find deductions people miss on their own. Last year, our average client saved an extra $2,100 compared to what they'd initially calculated themselves.
Typical Investment
| Personal Return | from $250 |
| + Rental Properties | +$150 each |
| + Self-Employment | +$300 |
| Corporate T2 | from $850 |
| Multi-corp Groups | Custom |
Prices depend on complexity - we'll give you an exact quote after a quick chat
How It Usually Works:
Send Your Stuff
Email, portal, or even photos - whatever works for you
We Dig In
Finding every legit deduction available
Review Together
We explain everything before filing
Done Deal
E-filed & you get copies of everything
Nobody likes thinking about this stuff, but trust me - your family will thank you later. I've seen estates that were planned well, and ones that... weren't. The difference is huge.
What We Handle:
- Estate freeze structures to lock in today's values
- Family trust setup & annual compliance
- Testamentary trust administration
- Estate tax return preparation (T3)
- Probate cost minimization strategies
- Cross-border estate issues (US & Canada)
- Succession planning for business owners
Heads up: Estate planning isn't just for wealthy folks. If you own property in BC, you're probably looking at probate fees of 1.4% on everything over $50k. That adds up fast.
On a $1M estate, that's $13,250 in fees that could've been avoided with proper planning.
Working With Your Lawyer:
We collaborate directly with estate lawyers all the time - they handle the legal docs, we handle the tax implications and trust structures. It's teamwork that actually protects your family's wealth.
Typical Investment
| Initial Consultation | $350 |
| Estate Analysis | from $1,200 |
| Trust Setup | from $2,500 |
| Annual T3 Filing | from $650 |
| Estate Freeze | from $4,500 |
| Full Estate Plan | Custom |
Banks want them, investors need them, and sometimes you just wanna know where your business actually stands. We prepare financial statements that tell the real story - clearly and accurately.
Two Main Options:
Compilation (Notice to Reader)
We take your bookkeeping data and turn it into proper financial statements. No audit work, but everything's presented according to GAAP standards.
Good for: Bank financing, internal management, smaller loans
Review Engagement
More thorough - we actually dig into the numbers, ask questions, and do analytical procedures. Provides limited assurance that everything's materially correct.
Good for: Larger financing, investor requirements, franchise applications
What You Get:
- Balance sheet showing your financial position
- Income statement (profit & loss)
- Cash flow statement
- Notes to financial statements
- Professional report with our firm's letterhead
Pro tip: If your bank's asking for statements, check exactly what level they need. Some'll accept compilations, others want reviews. No point paying for more than necessary.
Typical Investment
| Compilation: | |
| Basic (under $500k) | $1,200 |
| Standard ($500k-$2M) | $1,800 |
| Complex (over $2M) | from $2,500 |
| Review Engagement: | |
| Standard | from $3,500 |
| Complex/Multi-entity | Custom |
Clean books = faster turnaround & lower cost
Got that letter from CRA? Yeah, it's stressful. I've dealt with auditors for over 15 years - they don't scare me, and after we're done, they won't scare you either.
First thing: Don't panic and definitely don't try handling this yourself. What you say (or don't say) matters way more than you think.
CRA auditors are trained to ask questions in specific ways. We know how to respond properly.
Types of Audits We Handle:
- Personal income tax audits (T1)
- Corporate audits & desk reviews
- GST/HST audits & Input Tax Credit disputes
- Payroll source deduction audits
- Scientific Research & Experimental Development (SR&ED) reviews
- Net worth assessments (when CRA thinks you're hiding income)
How We Protect You:
Before Contact
- Review the audit letter thoroughly
- Gather & organize all documentation
- Identify potential issues & prepare defense
- Brief you on what to expect
During Audit
- We handle ALL communication with CRA
- Attend meetings & respond to inquiries
- Present documentation properly
- Negotiate on your behalf
If Reassessed
- File Notice of Objection
- Present compelling arguments
- Negotiate settlements when appropriate
- Prepare for Appeals if needed