LIFE LESS TAXING
We work with clients who have a variety of needs, but have particular expertise with tax returns that include some complexity.
That could mean that you have a full or part-time business to report, rental property, or investments. You may also be eligible to claim some deductions like moving expenses, northern living allowance, etc.
At whatever level, we love looking after your taxes so that you don't have to take time away from the stuff that matters.
That’s why we also offer our clients options which include our “File It & Forget It” service. Some of our client packages include this peace of mind service, in which we will deal with CRA directly on your behalf in the case of any audit requests or other amendments that need to be made. And, we’re available to you year round for questions or calculations if your circumstances change and you want to know how it will affect your taxes.
We also want to make sure that you haven’t missed anything to your benefit in any past returns that you or someone else may have filed for you, so Taxwerx offers a free review of prior years for new clients who select a package which includes that service. If we find a potential correction, we’ll discuss it and provide you with a fee quote for us to file the amendment for you.
LOOKING FOR BOOKKEEPING SERVICES?
Please contact Matt directly to discuss packages and options.
Entrepreneurial Packages
Entrepreneurial Returns include proprietorship businesses, farms, or rental properties
See below ⇣ for personal packages
ENTREPRENEURIAL - PROACTIVE
$510
✓
Return is guaranteed to be accurate & maximized to your benefit with all eligible credits/deductions claimed
✓
Guest user account with E-Courier to securely exchange digital information
✓
PDF copy of return(s) for your records
($20 additional fee for paper copies of returns)
✓
No New Client Onboarding Fee
✓
We will suggest other possible deductible expenses for you to claim from your business or rental
✓
“File It & Forget It” coverage, where we deal directly with Canada Revenue Agency on your behalf
✓
Review of Prior THREE Years' tax returns to look for possible missed credits/deductions
(We'll provide a fee quote for filing any possible amendments identified)
✓
Preparation & filing of your spouse’s personal income tax return
(Assuming that they have no separate business or rental income)
✓
Tax advice/tips for the coming year based on the return we prepare
✓
Sorting or adding up business/rental revenue and expenses from receipts
✓
We’ll contact you for mid-year tax checkup and estimate of next year’s return
✓
Available at anytime throughout the year to answer tax questions or do tax planning
ENTREPRENEURIAL - PEACE OF MIND
$390
✓
Return is guaranteed to be accurate & maximized to your benefit with all eligible credits/deductions claimed
✓
Guest user account with E-Courier to securely exchange digital information
✓
PDF copy of return(s) for your records
($20 additional fee for paper copies of returns)
✓
No New Client Onboarding Fee
✓
We will suggest other possible deductible expenses for you to claim from your business or rental
✓
“File It & Forget It” coverage, where we deal directly with Canada Revenue Agency on your behalf
✓
Review of Prior One Years' tax returns to look for possible missed credits/deductions
(We'll provide a fee quote for filing any possible amendments identified)
✓
Preparation & filing of your spouse’s personal income tax return
(Assuming that they have no separate business or rental income)
✓
Tax advice/tips for the coming year based on the return we prepare
ENTREPRENEURIAL - BASIC
$265
✓
Return is guaranteed to be accurate & maximized to your benefit with all eligible credits/deductions claimed
✓
Guest user account with E-Courier to securely exchange digital information
✓
PDF copy of return(s) for your records
($20 additional fee for paper copies of returns)
Standard Personal Packages
STANDARD PERSONAL RETURNS are those not involving a proprietorship business or rental property
See above ⇡ for entrepreneurial packages
PERSONAL - PROACTIVE
$194 (Individual) | $314 (Couple)
✓
Return is guaranteed to be accurate & maximized to your benefit with all eligible credits/deductions claimed
✓
Guest user account with E-Courier to securely exchange digital information
✓
PDF copy of return(s) for your records
($20 additional fee for paper copies of returns)
✓
No additional fees charged for large number of slips
(Medical receipts, investment slips, etc.)
✓
“File It & Forget It” coverage, where we deal directly with Canada Revenue Agency on your behalf
✓
Review of prior THREE Years' tax returns to look for possible missed credits/deductions
(We'll provide a fee quote for filing any possible amendments identified)
✓
Tax advice/tips for the coming year based on the return we prepare
✓
No New Client Onboarding Fee
✓
We’ll contact you for mid-year tax checkup and estimate of next year’s return
✓
Available at anytime throughout the year to answer tax questions or do tax planning
PERSONAL - PEACE OF MIND
$144 (Individual) | $224 (Couple)
✓
Return is guaranteed to be accurate & maximized to your benefit with all eligible credits/deductions claimed
✓
Guest user account with E-Courier to securely exchange digital information
✓
PDF copy of return(s) for your records
($20 additional fee for paper copies of returns)
✓
No additional fees charged for large number of slips
(Medical receipts, investment slips, etc.)
✓
“File It & Forget It” coverage, where we deal directly with Canada Revenue Agency on your behalf
✓
Review of prior ONE Years' tax returns to look for possible missed credits/deductions
(We'll provide a fee quote for filing any possible amendments identified)
✓
Tax advice/tips for the coming year based on the return we prepare
✓
No New Client Onboarding Fee
PERSONAL - BASIC
$94 (Individual) | $154 (Couple)
✓
Return is guaranteed to be accurate & maximized to your benefit with all eligible credits/deductions claimed
✓
Guest user account with E-Courier to securely exchange digital information
✓
PDF copy of return(s) for your records
($20 additional fee for paper copies of returns)
All clients are requested to sign an authorization permitting us to have online access to your Canada Revenue Agency (CRA) account. You may cancel this authorization with CRA at any time. “Starting” Prices above reflect Taxwerx receiving your information electronically, and providing you with an electronic copy of the completed return. Additional charges will apply for clients who provide us with paper copies of their information, and who request a paper copy of the completed return. All tax returns prepared by Taxwerx are guaranteed to be accurate. We will pay any interest and penalties assessed by CRA as a result of errors or omissions we made.
