Case Studies by Plan

What each fixed-fee plan covers, shown through worked examples

What each fixed-fee plan covers, shown through illustrative worked examples. Every plan below links to six case studies — the position a client typically comes to us with, the work we do, the figure it is worth, and the CRA rule the outcome turns on. Prices are fixed and quoted before any work starts, and you pay once you have reviewed the result, so the figures on these pages are what the client kept rather than what the engagement cost.

Showing all 8 collections

Business Accounting

6 worked examples

Corporate Tax Filing

6 worked examples

GST/HST Tax Filing

6 worked examples

Non-Profit Tax Filing

6 worked examples

Notice to Reader

6 worked examples

Partnership Tax Filing

6 worked examples

Personal Tax Filing

6 worked examples

Trust & Estate Tax Filing

6 worked examples

What each plan covers

Corporate tax. The annual T2 return for a Canadian corporation, with the schedules and provincial forms that go with it, prepared from your year-end figures.

Individual tax. A personal T1 return: employment, self-employment, rental and investment income, with the deductions and credits your situation supports.

GST/HST and PST. Sales tax registration and periodic returns, including input tax credits and the provincial sales tax rules that apply where you sell.

Accounting and bookkeeping. Keeping the books through the year, so the figures behind every return and remittance are reconciled before a filing is due.

Notice to Reader. Compiled financial statements for a corporation that needs them for its return, its bank or its shareholders, without an audit.

Partnership tax. The partnership's information return and each partner's share of income, so the partners' own returns match it.

Trust and estate tax. T3 returns for trusts and estates, and the final-year filings an executor is responsible for.

Non-profit tax. The annual information returns a non-profit organisation or registered charity files to keep its status in good order.

Each collection is a set of illustrative worked examples, not client files: the client type and figures are chosen to show how the rule works. For your own file, the fee is quoted in writing before any work starts, you pay after the service, and the first 15-minute consultation is free. Compare the plans on the pricing page.

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  • Pay only after you approve

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