Year-end Services and Tax Preparation for Incorporated Companies

All final Corporate annual fees are based on actual time spent. All Corporate accounting fees include the following:

• Preparation of annual corporate financial statements on a “Notice to Reader” basis
• Preparation of the Harmonized T2 Corporate Income Tax Return*
• Preparation of the annual HST Return
• Initial Review meeting with your accounting team
• Accounting support and advice through the year on a call in or visit basis
• Annual tax planning meeting
• T4 planning and review (Excluding administrative fees**)
• Bookkeeping and complete document management

Tax Services and Tax Preparation for Sole Proprietors

All final Sole Proprietors annual fees are based on actual time spent. All Sole Proprietor accounting fees include the following:

• Preparation of annual tax returns including Statement of Professional Activities (Schedule T2125)
• Preparation of the annual HST Return (If applicable)
• Initial Review meeting with your accounting team
• Accounting support and advice through the year on a call in or visit basis
• Annual tax planning meeting
• Bookkeeping and complete document management

In addition to the above services, for Incorporated Companies and Sole Proprietors, you will also receive our value added services, as outlined below, at no extra cost to you.

• Programs to increase net earnings, developed based on our experience working with Independent Professionals and Small Businesses since 1984
• Aggressive tax strategies based on established precedents are pursued to minimize your taxes
• Extensive Answers to “Frequently Asked Questions” (FAQ) through our dedicated client area in the CA4IT website
• A “Complete Revenue and Expense Data” Manual to assist you with your annual bookkeeping
• Proprietary Benchmark Analysis of revenue and expenses identifies problems and opportunities in your tax position
• Annual client evaluations ensure constant improvements to our levels of service
• Complementary Bookkeeping, Financial Coaching, Marketing and Working in the US seminars available regularly

Accounting fees are pre-paid through the year with an option of paying these on a monthly, bi-monthly or quarterly basis. You also have the option of pre-paying the fees up front in one lump sum should you so desire. All prepayment amounts will be credited towards your accounting fees. Your accounting team will be able to provide you with an estimate of the final fees at fiscal year-end time.

* – Including the Ontario Corporation Information Act Annual Return for tax years ending after December 31, 2008

**- Administrative fees for preparation of a T4 or T5 and submission to Canada Revenue Agency are additional.

Personal Tax Preparation

We prepare personal tax returns for individuals including people with rental properties, commissioned sales agents, sole proprietors (see above for details), etc. No matter how complicated or simple your personal tax situation may be, we can handle all the required filings for you.

Please visit CA4IT’s Special FREE REPORTS section.