CPA firm · Markham
Books, taxes and peace of mind.
For families and growing businesses. Clear checklists, written quotes and reminders before every deadline.
—days to goExample date: APR 30
- Documents received(done)
- In review(current step)
- Ready to sign(to do)
- Filed(to do)
5/8
Three to go. We will remind you.Services
Pick your track
Different paperwork, same tidy process. Switch tracks to see the services and the documents to gather.
Personal returns for employees, families, retirees and the self-employed.
- 01
Personal tax
Returns done right.
- 02
Self-employed & rental income
Statements and returns, kept tidy.
- 03
Catch-up filings
Missed a year or two? We will sort it out.
- 04
CRA letters
We help you understand them and reply.
Document checklist
Tick what you have. Bring the rest to your appointment.
0 of 8 ready
Demo checklist. Nothing is saved or sent.
Monthly books and year-end work for small corporations and sole proprietors.
- 01
Bookkeeping
Monthly, tidy, on time.
- 02
Corporate tax
Year-end and filings.
- 03
Payroll
Paid on schedule.
- 04
HST returns
Filed on your schedule.
Document checklist
Tick what you have. Bring the rest to your appointment.
0 of 8 ready
Demo checklist. Nothing is saved or sent.
Deadlines
Tax season at a glance
Example dates — confirm with CRA
Dates shown are examples for this demo. Deadlines can move when they fall on a weekend or holiday, so always confirm with CRA.
- Last day of FebT4 slips to employees and the T4 summary filedBusinesses—
- Mar 15 · Jun 15 · Sep 15 · Dec 15Quarterly tax instalments, if you are required to pay themIndividuals—
- Apr 30Personal tax returns due, and any balance owingIndividuals—
- Jun 15Self-employed returns due (any balance is still due April 30)Individuals—
- 6 months after year endCorporate tax return (T2) dueBusinessesVaries
Fees
How we price our work
Every engagement is quoted in writing before work starts. Prices are not shown in this demo.
Personal tax return
- How it is priced
- Fixed fee, quoted before we start
- Billed
- Once a year
- What is included
- Preparation, e-filing and a call to walk you through it
Bookkeeping
- How it is priced
- Flat monthly fee, based on volume
- Billed
- Monthly
- What is included
- Reconciliations and a monthly report
Corporate year-end
- How it is priced
- Fixed fee, quoted after a look at your books
- Billed
- At year end
- What is included
- Financial statements and the T2 return
Payroll
- How it is priced
- Per pay run, by number of employees
- Billed
- Each pay period
- What is included
- Pay stubs, remittances and T4s at year end
CRA reviews and letters
- How it is priced
- Hourly, with an estimate up front
- Billed
- As needed
- What is included
- Replies and calls with CRA on your behalf
Client portal
Send documents the secure way
Upload slips and statements through our client portal instead of email. You can see what we have received, and sign your return online.
Team
Who looks after your file
- 01[NAME]Partner, CPA
- 02[NAME]Senior accountant
- 03[NAME]Bookkeeper
- 04[NAME]Client coordinator
Contact
Book a call
A short intro call to see what you need and whether we are a good fit.
123 Example Street, Unit 210, Markham, ON
(905) 555-0173
- Mon – Fri
- 09:00 – 17:00
- Sat (Mar – Apr)
- 10:00 – 14:00
- Sunday
- Closed
