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Taxation services - Venus Package

To assist in preparation of Federal and Provincial Personal Income Tax Returns. This includes

1. Regular Return
2. Unlimited information slips (T3, T4, T5, rent receipt, medical receipts, donations)
3. ONE meeting included (if required BY APPOINTMENT) (phone or in-person)
4. Deceased/Final Return -
5. Disability Tax Credit Application, with follow up support
6. Complex investment reporting (SALE of shares, etc)
7. Ongoing advice/support throughout the year by email —
8. REVIEW of prior year’s tax return for NEW customers


Information Slips Can Include:

• Charitable Donation receipts
• Union Dues
• RRSP Income/contributions
• Student Loan Interest
• Child Care receipts
• Pension Income Splitting
• Medical Receipts
• Tuition and Education Amounts
• Support Payments
• Amount for Eligible Dependent

- Deceased/Final returns for regular circumstances. Does not include Trust returns
— Current year TAX advice, by email only pertaining to existing situation. If you have new business, new rental property or new situations arising in the current calendar year that you require advice, this will require additional analysis at an additional price

You confirm that all information necessary to compile your personal income tax return will be complete and accurate. We will not audit, review or otherwise attempt to verify the accuracy or completeness of any information provided.


Taxation services - Mercury Package
Taxation services - Earth Package
Taxation services - Statement of Real Estate Rentals (T776)
Taxation services - Self-employed (T2125) / Business income (T777)
Taxation services - GST/HST Preparation and Filing - Quarterly
Taxation services - Student and/or Seniors
Advisory services - Virtual CFO Services
Accounting services - Premium Review Annual Accounting Services
Accounting services - Budgeting & Forecasting services
Accounting services - Basic Annual Accounting Services
Business Incorporation Service - Named Corporation
Business Incorporation Service - Numbered Corporation
Taxation services - T1 Adjustment
Taxation services - Audit protection (Add-on for T1 Personal Tax Return)
Software subscription service - Software suite subscription
Bookkeeping services - Bookkeeping Large (up to 500 transactions)
Accounting services - Quarterly Review Annual Accounting Services
Taxation services - GST/HST Preparation and Filing - Annual
Taxation services - Tax Planning & Advice


Taxation services - Mars Package
Taxation Services - Audit Support
Preparation and Filing of Partnership tax slip
Tax Information Returns
Tax Planning Meeting
$500.00/On Completion
Preparation of Annual Employee T4s
$200.00/On Completion


Accounting + Tax Monthly - VIP
Accounting + Tax Monthly - Executive
Monthly Management Reports


Payroll Monthly - VIP
Payroll Monthly - Executive
Payroll Monthly - Basic


Bookkeeping Monthly - Executive
Bookkeeping Monthly - Basic
Bookkeeping Monthly - VIP


Accounting System Conversion & Set-up
Systems Audit


Ongoing Training and VIP Support
Taxation services - Venus Package
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All prices are exclusive of tax

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