Pricing

Pesonal Tax Pricing

Clear pricing
Thoughtful tax planning
No surprises

Whether your tax situation is straightforward or more complex, I offer tiered personal tax packages so you know exactly what level of support you’re getting—before we start.

🌱 Essential

For individuals with straightforward tax situations
$ 157+ Per Return
  • Personal Tax Return Preparation
  • Employment Income
  • Basic Tax Deductions
  • Basic Tax Credits
  • Electronic Filing With CRA

🔎 Comprehensive

For individuals with multiple income sources or life changes
$ 359+ Per Return
  • Everything in Essential, plus:
  • Investment Income
  • Rental Income
  • Self-Employment Income
  • Foreign Income Reporting

🎯 Strategic

For high-income earners and complex tax situations
$ 947+ Per Return
  • Everything in Comprehensive, plus:
  • Tax Planning and Forecasting
  • Extensive Annual Review
  • Scheduled Advisory Calls
  • Priority Response Times

Pricing depends on several factors, including complexity and scope.
Adjustments available for spouses and household dependents.

Not sure which package fits?
Book a discovery call and I’ll point you in the right direction—no pressure, no upselling.

A Final Note

I work with a limited number of clients so I can stay thorough, responsive, and proactive—especially for those with complex or high-impact tax situations.

If you’re looking for an experienced tax specialist, I’d be happy to help.