Fixed-Fee. Trusted. Accurate. Quick. Easy. Economical.

Low-Cost Agreed-Upon Procedures Engagement for Canadian Businesses

100% Risk-Free, Satisfaction, Guarantee, Price Match – Pay After Service

At Tax Filings Canada, we handle every part of your agreed-upon procedures engagement, from the filing itself to the planning around it. Our CPAs work with corporations and business owners every week, so you can focus on running and growing your business.

Secure Fixed Quote

Fill details below to lock in pricing and get started today.

Excellent 5.0/5
900+ Social Reviews

Expert Solutions for Agreed-Upon Procedures Engagement Across Canada

Stay compliant and optimize your financial processes with our specialized agreed-upon procedures engagement services.

  • Agreed-Upon Procedures Engagement Compliance and Filing support
  • Agreed-Upon Procedures Engagement Planning & Preparation Service
  • Accurate Agreed-Upon Procedures Engagement reporting in Canada
  • Expert dispute resolution and client support

Book a Meeting with a Tax Accountant

Free initial consultation
No obligations
Speak directly with expert Accounting Firm/CA
Tailored tax planning strategies
Get Started
A Team of Accounting Firm Experts

Agreed-Upon Procedures Engagement Transparent & Fixed Pricing

No hidden fees. Pay only after your service is completed. Recommended by 1000+ Business & Startups.

Business Accounting

From- $10/ M
Bookkeeping | Financials | Reconciliations
Explore More

Corporate Tax Filing

From- $90
T2 corporate Tax | NIL Return | Planning
Explore More

Personal Tax Filing

From- $25
T1 | Student | Employed | Self-employed
Explore More

GST/HST Tax Filings

From $75
GST/HST/PST/QST/RST Tax filings | Registration
Explore More

Partnership Tax Filing

From-$250
T5013 – Partnership Information Return
Explore More

Non-Profit Tax Filing

From- $250
T1044 | T3010 | T2 | Non-Profits Charities
Explore More

Notice to Reader

From- $500
Assistance NTR | Compilation | Audit
Explore More

Trust-Estate Tax Filing

From- $300
T3 Trust | Beneficiary Reporting | Allocations
Explore More

Yes — agreed-upon procedures engagement can be handled entirely online. Tax Filings Canada covers compilation engagements under CSRS 4200, review engagements and audit support for lenders, boards and owner-managers at affordable fixed fees, pay-after-service.

How Agreed-Upon Procedures Engagement Filing Works

  1. 1

    Share

    Send your documents securely through our portal or by email.

  2. 2

    Prepare

    We prepare your agreed-upon procedures engagement return and every supporting schedule.

  3. 3

    Review

    You review each figure and approve before anything is filed.

  4. 4

    File & pay

    We file with the CRA, and you pay only after it is complete.

Agreed-Upon Procedures Engagement: Tax Filings Canada vs. a Typical Firm

Factor Tax Filings Canada Typical Firm
Pricing model Fixed, flat fee Hourly / unpredictable
Payment Pay after service Upfront retainer
Price match Yes, on written quotes Rarely
CRA audit support Included Billed extra
Typical turnaround 3-5 business days 2-4 weeks
Agreed-Upon Procedures Engagement: Our Analysis

CSRS 4200 replaced the old Notice to Reader; every compilation now carries a basis-of-accounting note that lenders actually read. Our agreed-upon procedures engagement engagement is priced as a affordable flat fee, so the cost is known before the work starts.

Agreed-Upon Procedures Engagement – Service Pricing Tiers

Providing transparent fixed pricing and high-quality Accounting Firm compliance for your agreed-upon procedures engagement requirements.

Basic Agreed-Upon Procedures Engagement

$150/monthly

Coverage: Standard bookkeeping and agreed-upon procedures engagement preparation.

Deliverables:
  • Preparation of basic agreed-upon procedures engagement files
  • Monthly status review via email
  • Basic compliance validation

Ideal for early-stage startups and sole proprietors.

Book Now

Premium Agreed-Upon Procedures Engagement

$750/monthly

Coverage: Strategic advisory and fractional CFO integration.

Deliverables:
  • All features of Standard agreed-upon procedures engagement
  • Variance tracking & cost allocation advice
  • Quarterly tax planning advisory sessions

Ideal for companies seeking high-growth financial structuring.

Book Now

Why to choose Tax Filings Canada for Agreed-Upon Procedures Engagement?

Why you should partner with Tax Filings Canada Experts for all your agreed-upon procedures engagement needs?

Experienced Agreed-Upon Procedures Engagement Accountants

Providing tailored agreed-upon procedures engagement services to ensure compliance and maximize deductions.

Full CRA & Federal Compliance

Our certified accountants protect your business with complete federal and provincial tax compliance.

Hassle-Free Tax Filing

A dedicated team that handles your financials quickly, accurately, and without upfront fees.

Agreed-Upon Procedures Engagement Preparation Service

Dedicated preparation processes customized for Canadian businesses.

Seamless Digital Solutions

Advanced accounting software integrations with QuickBooks, Xero, and wave accounting.

Scalable services for growth and expansion

Customized packages designed to grow as your business operations expand.

Accounting Firm Tax Experts

Agreed-Upon Procedures Engagement Process Phases

Our clear four-step workflow ensuring absolute tax optimization and complete CRA compliance.

Step 1
Initial Consultation

Start with a free, no-obligation consultation to review your business’s financial, tax filing and compliance needs and outline our affordable solutions.

Step 2
Document Collection

Receive a comprehensive checklist and securely provide the required financial records and documents.

Step 3
Transparent Preparation & Review

Our tax accountant and accounting experts carefully prepare your filings, identify all applicable deductions and credits, and conduct thorough reviews.

Step 4
Electronic Filing & Ongoing Support

We file your documents electronically with the Canada Revenue Agency (CRA) on time and provide post-filing support.

Tax Filings Canada Team Office

"A Unique Agreed-Upon Procedures Engagement Approach – Results First, Payment Later!"

  • Step 1: Share your information – No Upfront Payment!
  • Step 2: We prepare your financials & tax return.
  • Step 3: Review & sign the deliverable before payment.
  • Step 4: Make the payment only when satisfied.
  • Step 5: We file your return & share final documents.
  • Step 6: 100% Refund Guarantee – If unsatisfied, claim a full refund within 24 hours!

Risk-Free, Hassle-Free, and Client-First!

Schedule a Free Consultation

Industries We Serve with Agreed-Upon Procedures Engagement

Agreed-Upon Procedures Engagement for Startups Specialized startup tax & accounting
Agreed-Upon Procedures Engagement for Healthcare Specialized healthcare tax & accounting
Agreed-Upon Procedures Engagement for Consultants Specialized consulting tax & accounting
Agreed-Upon Procedures Engagement for Real Estate Specialized real estate tax & accounting
Agreed-Upon Procedures Engagement for Construction Specialized construction tax & accounting
Agreed-Upon Procedures Engagement for Small Businesses Specialized small business tax & accounting
Agreed-Upon Procedures Engagement for Restaurants Specialized restaurant tax & accounting
Agreed-Upon Procedures Engagement for Franchises Specialized franchise tax & accounting
Agreed-Upon Procedures Engagement for Self-Employed Specialized self-employed tax & accounting
Agreed-Upon Procedures Engagement for Manufacturing Specialized manufacturing tax & accounting
Agreed-Upon Procedures Engagement for E-Commerce Specialized e-commerce tax & accounting
Agreed-Upon Procedures Engagement for Import & Export Specialized import/export tax & accounting
Agreed-Upon Procedures Engagement for Logistics & Freight Specialized logistics tax & accounting
View All Industries

Agreed-Upon Procedures Engagement Locations Near You

Use our office finder below to select your nearest accountant tax filing expert.

1. Select Province

2. Choose City / Town

Toronto Agreed-Upon Procedures Engagement
Ottawa Agreed-Upon Procedures Engagement
Mississauga Agreed-Upon Procedures Engagement
Brampton Agreed-Upon Procedures Engagement
Hamilton Agreed-Upon Procedures Engagement
London Agreed-Upon Procedures Engagement
Vaughan Agreed-Upon Procedures Engagement
Oakville Agreed-Upon Procedures Engagement
Burlington Agreed-Upon Procedures Engagement
Richmond Hill Agreed-Upon Procedures Engagement
Barrie Agreed-Upon Procedures Engagement
View More Cities...
Service Location

Agreed-Upon Procedures Engagement Toronto, ON

Expert agreed-upon procedures engagement filing, personal T1 returns, and comprehensive Accounting Firm accounting in Toronto.

Full Province-Wide Service Coverage
+1 (416) 619-0068
Services Included in Toronto:
Corporate Tax Filing (T2)
Personal Tax Filing (T1)
Bookkeeping & Payroll Services
GST/HST & CRA Audit Representation

Agreed-Upon Procedures Engagement Tax & Accounting Case Studies

See how our expert Agreed-Upon Procedures Engagement tax and accounting services have helped Canadian businesses save money and stay compliant.

Case Study 1

3 Years Filed, $107,000 Removed From The Assessed Balance — Co-Operative Reporting to Members, Guelph

3 years of returns were outstanding at a co-operative reporting to members in Guelph, Ontario, on top of a buyer’s due-diligence list that the existing statement package could not answer. Filing on real numbers removed $107,000 of assessed tax.

Read More Read the full case study

Case Study 2

Notice Of Objection Allowed In Full, $38,000 Reversed — Business Applying for Government, Red Deer

A $38,000 reassessment landed at a business applying for government funding in Red Deer, Alberta, resting on a bank asking for a review engagement while the file only supported a compilation. The objection was allowed in full.

Read More Read the full case study

Case Study 3

Month-End Close Cut From 9 Weeks To 5 Days — Corporation with an Outside, Saskatoon

Closing the books at a corporation with an outside minority shareholder in Saskatoon, Saskatchewan took 9 weeks because of statements delivered five months after year-end, past the covenant deadline. It now takes 5 days.

Read More Read the full case study

Case Study 4

$53,000 Saved By Correcting What Prior Filings Had Missed — Not-For-Profit with a Bylaw, Edmonton

A second opinion for a not-for-profit with a bylaw audit requirement in Edmonton, Alberta found a bonding limit capped because the last statements were prepared on a cash basis in prior filings and recovered $53,000 a year.

Read More Read the full case study

Case Study 5

$104,000 Proposed Adjustment Withdrawn In Full — Company Refinancing Its Operating, Lethbridge

A company refinancing its operating line in Lethbridge, Alberta faced a $104,000 proposed reassessment after a prior-year restatement with no note explaining what changed. We rebuilt the documentation and the adjustment was withdrawn in full.

Read More Read the full case study

Case Study 6

Share Sale Restructured, $680,000 Less Tax On Closing — Corporation Entering a Shareholder, Victoria

Due diligence at a corporation entering a shareholder buyout in Victoria, British Columbia surfaced a minute book with no resolutions behind a decade of dividends. Restructuring the sale saved $680,000 against the original terms.

Read More Read the full case study
Read all 6 Agreed-Upon Procedures Engagement case studies in full Browse the full case-study library

Our Expert Agreed-Upon Procedures Engagement Accounting Firm & Team

Meet the specialists behind your Agreed-Upon Procedures Engagement filings. Our Partners Are Alumni of the World's Top Accounting and Tax Institutions

Udit Gupta

Udit Gupta

CEO & Founder

CA (ICAI), Certified Tax Accountant, In-Depth Tax Trained

Abhinav Gupta

Abhinav Gupta

Canada Tax / International Tax

Canada Tax, International Tax, Cross Border Tax, Transfer Pricing

Raghav Gupta

Raghav Gupta

International Tax Expert

International Tax, Transfer Pricing Specialist

Anmol Mittal

Anmol Mittal

Canada Tax Expert

CPA Canada, CPA USA, CA (ICAI), Canada Tax Expert

Vinayak Indolia

Vinayak Indolia

CFO Advisory

Accounting Firm, CA. Fractional CFO and Senior Advisory Specialist

Meet Our Entire Team of Experts

Where we deliver Agreed-Upon Procedures Engagement

Same fixed fees in every province. Find your city or your sector.

Agreed-Upon Procedures Engagement Frequently Asked Questions

Direct answers to what Canadian business owners actually ask before hiring an accountant.

How much does Agreed-Upon Procedures Engagement cost in Canada?

Agreed-Upon Procedures Engagement starts at a fixed fee quoted before any work begins. The quote is locked at the outset and does not change mid-engagement, and you pay only after you have reviewed and approved the deliverable. Compare every plan on our transparent pricing page.

What documents do I need for Agreed-Upon Procedures Engagement?

At minimum: prior-year returns and notices of assessment, your bank and credit-card statements for the fiscal period, payroll records if you have employees, and GST/HST filings. We send a checklist tailored to your situation after the free 15-minute call.

How long does Agreed-Upon Procedures Engagement take?

Most engagements are completed within 3 to 5 business days once your documents are complete. Catch-up work covering multiple years takes longer, and we tell you the realistic timeline before you commit rather than after.

What happens if the CRA reviews or audits my filing?

We respond on your behalf at no extra charge for any return we prepared. Every figure we file is supported by documentation retained in your file, which is what turns a CRA review from a crisis into correspondence. See how our CRA audit support works.

Can you handle late or missed filings?

Yes. Late filing penalties compound at 5% of the balance owing plus 1% per month, so the cost of waiting is real. We prioritise catch-up work and, where eligible, file under the CRA's Voluntary Disclosures Program to reduce penalties.

Do you work with businesses outside major cities?

Yes. We are a cloud-based practice serving every province and territory, so your location does not change the price or the service. Browse our coverage across Canada to find your city.

Which industries do you specialise in for Agreed-Upon Procedures Engagement?

We work across construction, healthcare, e-commerce, professional services, restaurants, real estate, transportation, technology and non-profits, each with its own deduction profile and CRA scrutiny patterns. See all industries we serve.

What makes Agreed-Upon Procedures Engagement different from filing it myself?

Software applies the rules you already know about. A CPA finds the ones you do not: capital cost allowance timing, the small business deduction threshold, shareholder loan repayment rules, and TOSI exposure on family dividends. The fee is usually smaller than the deductions it surfaces.

What is included in Agreed-Upon Procedures Engagement services?

Our agreed-upon procedures engagement services include complete filing, compliance management, and strategic advice customized to Canadian tax laws.

How do I start with Agreed-Upon Procedures Engagement services?

You can start by booking a free 15-minute call. We will review your files, provide a fixed quote, and start working immediately.

Still have questions? View our FAQ page or contact us.

Explore More Agreed-Upon Procedures Engagement Resources

Canadian Corporate Records MaintenanceNew Westminster Tax ServicesAgriculture, Natural Resources & Energy Tax SpecialistsHow Much for Notice to ReaderChart of Accounts Setup for BusinessesCPA in Elliot LakeAccountants for Personal Care, Creative & MediaTrust & Estate Tax Filing Fixed FeesWave Accounting Support ServicesTax Accountant in AirdrieTax for Professional ServicesPartnership Tax Filing PricingTaxable Benefits Calculation in CanadaNiagara Accounting FirmManufacturing AccountingPersonal Tax Filing CostCanadian Foundation Accounting and TaxCorner Brook Tax ServicesFinancial Services & Insurance Tax SpecialistsHow Much for Corporate Tax FilingNon-Resident Tax Services for BusinessesCPA in KitchenerAccountants for Home & Business Support ServicesNon-Profit Tax Filing Fixed FeesBalance Sheet Preparation ServicesTax Accountant in QuesnelTax for RestaurantsGST/HST Tax Filing PricingFund Accounting in CanadaMerritt Accounting FirmArts, Entertainment, Sports & Recreation AccountingBusiness Accounting CostCanadian Commodity Tax AdvisoryPenticton Tax Services
Free 15 Min Consultation for Businesses

Ready to get started with Agreed-Upon Procedures Engagement?

Talk to a professional tax accountant about your situation. No obligation, and you only pay once the work is complete and you have approved it.

  • Tax accountant led team
  • Fixed fees, no hourly billing
  • Pay only after you approve

Our Partners Are Alumni of the World's Top Accounting and Tax Institutions

Chartered Professional Accountants Canada AICPA — American Institute of Certified Public Accountants Institute of Chartered Accountants of India Malaysian Institute of Accountants