Advisory services list

Partner Advice

A firm partner and designated accountant provides specific advice on an hourly charge. Hourly charges reduced for existing corporate clients and years of loyalty. Rates also vary by complexity.

Initial consultation (fee is refundable)

$150/hr

Why do I need an accountant?
Discuss your situation with us, ask questions, get our opinion on any topic or get a quote. Just bring your records and/or last filed tax return.

Tax planning & estate work

$175 - $300/hr

Example Questions:

Will I qualify for the capital gains exemption when the farm sells?
When does the executor have to file a trust return?
What property can I give my spouse without tax consequences?

Business startup or shut down

We provide step-by-step assistance

Example Questions:

Should I incorporate or have a proprietorship?
Do I have to charge GST? How do I get a business number?
How do I properly shut down my business? When is it done?

Buying or selling a business

Example Questions:

Should I buy/sell shares or assets?
What are the risks of buying shares of another company?
How do I minimize taxes selling my business?

2022 rates subject to change without notice