Fees

Fees vary based on factors such as:

• Types of tax returns being filed
• Number of family members
• Volume of bookkeeping involved
• Complexity of planning and coordination required
• Multi-jurisdictional considerations, including Canada-U.S. cross-border or foreign income or assets
• Associated tax planning time

We provide clear guidance on fees upfront so clients know what to expect and can make informed choices. We can provide a quote in a no-obligation Zoom or phone meeting.

Personal tax returns generally start at $535. Corporate tax returns generally start at $1,750. Trust tax returns generally start at $1,500. Hourly bookkeeping rates range from $70 to $85 per hour based on the volume.

We also provide tax consulting services, including retirement tax planning, with hourly rates starting at $425. We can often quote a flat-fee, fixed price for a deliverable once we understand your situation.

We maintain a dedicated, year-round tax team. Our firm is intentionally structured around full-time professionals who work with clients throughout the year, not just seasonally. This means continuity, accountability, and fewer handoffs. This is especially important for clients with complex or evolving tax situations