Workshop Offer – Package A


This package is offered only during our “Preparing for Tax Season Workshop”

Package A

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This package is offered only during our “Preparing for Tax Season Workshop”

Package A



This is a detailed description of the services we offer in our packages.  Your package may not include all of these services.

DIY Bookkeeping Kit – All documents included in this workbook.

Business Tax Return – Normally valued at $260 (does not include required bookkeeping).  This is for a sole proprietor only.

Discovery Calls – Personalized sessions with one of our tax or bookkeeping staff helping to answer your personal questions.  Can be on any topic of your choice.

Mid-year update – A review of your books after August 31 to help you understand where you are at and where your tax bill may be projected based upon current earnings.

Reduced Bookkeeping Fees – Fees are normally $70 per hour.  You will receive bookkeeping at $45 per hour.

Text reminder of CRA obligations – Bypass interest and penalties by having an email or text message of the obligations you have to fill (requires us having access to the tax return)

Detailed Review of Tax Return Prior to Filing – In many cases, when a customer does their own work, we use their numbers to do the tax return. However, this feature allows us to review the client’s work and make suggestions how to improve their personal situation (a $199 value)

Attendance to future tax classes – Every year, we offer a general tax class. This is a great refresher for you! You can register for these classes for free every year.