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Peters & McKone LLP
Peters & McKone LLP
  • Our Firm
  • Partners
  • Staff
  • Services & Fees
    • Corporate & Non-corporate
    • Recordkeeping & Reporting
    • Advisory & Consulting
    • Quote info & Fee Examples
  • Booking & Contact info
  • More
    • Our Firm
    • Partners
    • Staff
    • Services & Fees
      • Corporate & Non-corporate
      • Recordkeeping & Reporting
      • Advisory & Consulting
      • Quote info & Fee Examples
    • Booking & Contact info
  • Our Firm
  • Partners
  • Staff
  • Services & Fees
    • Corporate & Non-corporate
    • Recordkeeping & Reporting
    • Advisory & Consulting
    • Quote info & Fee Examples
  • Booking & Contact info

Corporate filing process

STEP#1 Recordkeeping

STEP # 3 Corporate Tax Return

STEP #2 Financial Statements

Details & fees

STEP #2 Financial Statements

STEP # 3 Corporate Tax Return

STEP #2 Financial Statements

STEP # 3 Corporate Tax Return

STEP # 3 Corporate Tax Return

STEP # 3 Corporate Tax Return

Financial statements & Corporate tax

All fees based on our firm performing all record keeping, financial statement & corporate tax work. Fees vary by volume and complexity. Add administration fees and GST. Corporate income tax returns are part of this service when required by CRA. We aim to E-file within 3-6 months of year end unless otherwise advised. We have CRA online access to your Corporate tax account. We reply to CRA disputes, reviews/audits at additional hourly charges. Average starting fees presented below.


Types of financial statements:

Notice to Reader (Compilation)

$1,500 +

  • no assurance provided 
  • obtain bank or other financing
  • required for corporate tax filing
  • includes tax planning for shareholder(s)

Review Engagement

$2,500 +

  • assurance provided 
  •  as requested by bank or other finance company 

Audited

$3,500 +

  • highest level assurance provided
  • as requested by bank or other finance company
  • as required by not-for-profit organziations or government


Corporate tax return

Prepared after financial statement above

$ Inc.

Final return

$600 +

2020 rates subject to change without notice

Non CORPORATE filing process

STEP #1 Recordkeeping

STEP #2 Personal Tax Return

STEP #2 Personal Tax Return

Details & fees

STEP #2 Personal Tax Return

STEP #2 Personal Tax Return

STEP #2 Personal Tax Return

 

Personal income tax returns

Basic return

We E-file your basic return by April 30th, including rental statement(s). Minimum fees presented. Admin fees & GST not included below. Fees vary by volume & complexity. Examples below are not comprehensive. We reply to CRA disputes, reviews/audits at additional hourly charges. We have CRA online access to your account ex: Notice(s) of Assessment. We can setup direct deposit for your refund.

Minimum fee

$125

Ex: includes T4 slip, RRSP and donation receipt

Investment transactions

+ 75

Ex: capital gains/losses  

Moving expenses

+50

Ex: travel & temporary living costs (simplified method)

Employment expenses

+ 250

Ex: trades person tools or personal vehicle used for work.  You need specific form(s) filled out & signed by the employer.  Please ask us.

Medical expenses

+ 50

Ex: RX annual total, trip to specialist and private health plan costs

Disability Tax credit

+ 50

*you need doctor certified and CRA approved disability form, we help



With Rental, Farm or Business statement and GST

We E-file by June 15th, deadline extended for farms & small businesses including GST filing. Preparation of Income statement & asset additions/disposals (no Balance Sheet required) for proprietorship or partnership/co-owners. Minimum fees presented. Fees vary by volume & complexity.

if our firm prepares records

+ $250

(bookkeeping charged separately - see Recordkeeping tab for details)

if you prepare own records

+ $500

*additional fees will apply to till tape, synoptic or spreadsheet recording 

2022 rates subject to change without notice

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