Estimate your fee in seconds. Final price depends on time and complexity.
Answer five quick questions about your tax situation (employment, investments, business income, etc.) and get an instant ballpark fee. No signup, no commitment.
Pick a base, then add the situations that apply. The price range updates live.
How your return moves from pre-season to filed — with what the firm and the client do at each stage, side by side.
Pre-season communication and correspondence — emails with updates on tax changes from the previous year and notes on this year’s process.
Begin receiving tax slips from employers, investments, and other entities, and start collecting your documents for submission.
Send out the client intake form, which gathers any updates relevant to the current tax season.
Complete the client intake form — it takes roughly 5–12 minutes and flags any changes in your situation for this year.
Once intake forms are received, we review your information and send an engagement letter, a secure document-portal link, and a checklist of common deductions and expected information.
Complete the engagement letter and prepare to submit your documents to the secure portal.
Once information is received, T1 preparation begins, and any questions or queries are sent to you for clarification.
Be ready to respond to questions to keep the return moving through to completion.
We provide a detailed summary of your return, along with any flags, recommendations, or insights.
Review the summary and sign the forms required to e-file the return, plus any supporting documentation.
We e-file your return and provide PDF copies through our encrypted sharing tool, NoteShred.
Save the documents locally for future reference, and keep supporting records for at least 7 years in case of CRA review.
Send us a quick note about your situation and we'll confirm a fixed price before any work begins. No surprises at billing time.
The corporate tab will follow the same approach: a clear base fee for a standard T2 with add-ons for the situations that drive complexity. Let Steven know what scenarios should be modelled and we'll wire them up.