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Tax Package Recommender
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Find Your Perfect Tax Package.
Answer a few quick questions for an instant quote and package recommendation.
We'll review your details to be sure you get the right services at the best price.
Prices shown are before taxes and may change if your needs change.
Personal Taxes - For individuals, couples, and sole proprietors | Corporate Taxes - For incorporated businesses and organizations
Step 1: Choose your tax category
(Required)
Personal Taxes
Corporate Taxes
Step 2: What's your primary situation?
(Required)
Student
Standard
Rental
Sole Pro
Step 2: Tell us more about your situation
What are your core service needs?
I need a Corporate T2 return filed
I need annual GST/HST filing
Additional Services
Select any that apply.
T5/T4 slips
Personal tax filing
Additional consulting
SRED or Special Credits
Adjusting Journal Entries
Accounting Software Support (QBO, XERO, Wave)
Was your corporation active and earning an income last year?
Yes
No
Did you take an income from your company?
Yes
No
Which level of accountant would you prefer to work with?
Junior Accountant (Well-trained, work is reviewed by a Senior Accountant)
Senior Accountant (Seasoned accountant directly handling your file)
What level of support do you need?
Support during tax filing is enough
I'd like support with basic questions during the year
Would you like to have an accountant you can reach out to by email/secure chat during the year?
Yes
No
Would you like our help in deciphering CRA letters, or replying for you?
Help understanding CRA letters (we review and explain them to you)
Reply to CRA on my behalf (we manage communication and responses)
This field is hidden when viewing the form
Step 3: Tell us more about your situation
Do any of the following apply to you?
I have a T2202 (Tuition) slip
I have no income to report this year
I have a T4A with scholarship/bursary income
Common Deductions & Credits
Common Deductions & Credits
I made RRSP contributions
I made charitable donations
I contributed to a First Home Savings Account (FHSA)
I purchased a new home
I have children/dependents
I have work-from-home expenses (T2200)
I have other deductions not listed here
This field is hidden when viewing the form
Step 3: Do you have basic investment income to report? (Example: T5, T3 slips)
Yes
No
Do you have capital gains/loss to report?
Employee stock options
Foreign assets requiring T1135 filing
Basic capital gains or losses (simple buy/sell investments, T5008)
Complex capital gains (multiple transactions, adjusted cost base, etc.)
Cryptocurrency gains/losses
Would you like to have an accountant you can reach out to by email/secure chat during the year?
Yes
No
Would you like our help in deciphering CRA letters, or replying for you?
Help understanding CRA letters (we review and explain them to you)
Reply to CRA on my behalf (we manage communication and responses)
Common Deductions & Credits
Common Deductions & Credits
I made RRSP contributions
I made charitable donations
I contributed to a First Home Savings Account (FHSA)
I purchased a new home
I have children/dependents
I have work-from-home expenses (T2200)
I have other deductions not listed here
This field is hidden when viewing the form
Step 3: Tell us more about your situation
(Required)
How many rental properties do you have?
I have one rental property
I have two rental properties
I have three or more rental properties
Do you have basic investment income to report? (Example: T5, T3 slips)
Yes
No
Do you have capital gains/loss to report?
Employee stock options
Foreign assets requiring T1135 filing
Basic capital gains or losses (simple buy/sell investments, T5008)
Complex capital gains (multiple transactions, adjusted cost base, etc.)
Cryptocurrency gains/losses
Would you like to have an accountant you can reach out to by email/secure chat during the year?
Yes
No
Would you like our help in deciphering CRA letters, or replying for you?
Help understanding CRA letters (we review and explain them to you)
Reply to CRA on my behalf (we manage communication and responses)
Common Deductions & Credits
Common Deductions & Credits
I made RRSP contributions
I made charitable donations
I contributed to a First Home Savings Account (FHSA)
I purchased a new home
I have children/dependents
I have work-from-home expenses (T2200)
I have other deductions not listed here
This field is hidden when viewing the form
Step 3: Tell us more about your situation
(Required)
How many businesses do you operate?
I have one sole proprietorship business
I have two sole proprietorship businesses
Do you have basic investment income to report? (Example: T5, T3 slips)
Yes
No
Do you have capital gains/loss to report?
Employee stock options
Foreign assets requiring T1135 filing
Basic capital gains or losses (simple buy/sell investments, T5008)
Complex capital gains (multiple transactions, adjusted cost base, etc.)
Cryptocurrency gains/losses
Would you like to have an accountant you can reach out to by email/secure chat during the year?
Yes
No
Would you like our help in deciphering CRA letters, or replying for you?
Help understanding CRA letters (we review and explain them to you)
Reply to CRA on my behalf (we manage communication and responses)
Common Deductions & Credits
Common Deductions & Credits
I made RRSP contributions
I made charitable donations
I contributed to a First Home Savings Account (FHSA)
I purchased a new home
I have children/dependents
I have work-from-home expenses (T2200)
I have other deductions not listed here
This field is hidden when viewing the form
Takes less than 1 minute.
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