Ditch the stress, keep the savings, and rewrite your financial story.
Completion of your Personal Tax Return (T1)
One quarterly video meeting
Unlimited monthly Q&A support
Comprehensive deduction coverage (RRSPs, donations, medical expenses, tuition, and more)
Proactive, year-round tax advisory
Full CRA audit support, anytime throughout the year
Secure portal access for managing your documents and returns
Completion of your Personal Tax Return (T1)
One quarterly video meeting
Unlimited monthly Q&A support
Comprehensive deduction coverage (RRSPs, donations, medical expenses, tuition, and more)
Proactive, year-round tax advisory
Full CRA audit support, anytime throughout the year
Secure portal access for managing your documents and returns
All features from the Starter plan, plus
Three Quarterly Video Meetings
Rental Income Coverage (short + long-term)
Self-Employed Revenue & Expense Tracking
Business Income and Home Office Deductions
All features from the Starter plan, plus
Three Quarterly Video Meetings
Rental Income Coverage (short + long-term)
Self-Employed Revenue & Expense Tracking
Business Income and Home Office Deductions
Ditch the stress, keep the savings, and rewrite your financial story.
Corporate Tax Filing (T2)
Owner’s Personal Tax Filing (T1)
HST Return Filing
Quarterly Strategic Meeting
Unlimited Monthly Questions
Comprehensive Deductions Coverage
Proactive Year-Round Advisory
Complete CRA Audit Support
Corporate Tax Filing (T2)
Owner’s Personal Tax Filing (T1)
HST Return Filing
Quarterly Strategic Meeting
Unlimited Monthly Questions
Comprehensive Deductions Coverage
Proactive Year-Round Advisory
Complete CRA Audit Support
Everything in the Shelter Plan, Plus
Daily Live Bookkeeping
Financial statements (i.e. balance sheet, income statement, statement of cash flows)
Payroll Management (Reporting for up to 3 employees, with additional employees managed for just $29 each)
Employee Tax Slip Preparation
Everything in the Shelter Plan, Plus
Daily Live Bookkeeping
Financial statements (i.e. balance sheet, income statement, statement of cash flows)
Payroll Management (Reporting for up to 3 employees, with additional employees managed for just $29 each)
Employee Tax Slip Preparation
Everything in the Haven Plan, Plus:
Daily Live Bookkeeping
Accounts Payable & Receivable Management
Weekly Financial Reporting
Unlimited Meetings
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