Full Service and Tax Return Packages

Leonard Bruno CPA offers personal and business accounting service packages to suit your needs including Business Premium Packages and Select Advanced Services.

We will quote an affordable fee based on your personal tax needs or the type and size of your business. Click on the package that best suits your needs. The business packages offer numerous professional services to take care of your financial management and tax needs, including, for example:

Timely bookkeeping

Useful financial statements

Payroll services

Annual corporate tax return

Tax minimization planning and tax liability forecasting

Advice from a CPA, when you need it

Please view this site on a tablet or desktop screen to see tax package and pricing information.

Full Service and Tax Return Packages

Leonard Bruno CPA offers personal and business accounting service packages to suit your needs including Business Premium Packages and Select Advanced Services.

We will quote an affordable fee based on your personal tax needs or the type and size of your business. Click on the package that best suits your needs. The business packages offer numerous professional services to take care of your financial management and tax needs, including, for example:

Timely bookkeeping

Useful financial statements

Payroll services

Annual corporate tax return

Tax minimization planning and tax liability forecasting

Advice from a CPA, when you need it

Pick your package and services 
Personal - Basic TaxA set of services in a basic package for very simple filing requirements
Personal – Financial and Tax SupportA set of services in a premium package for personal taxpayers with more complex or varied income sources or varied expense deductions.
Small Businesses – Not IncorporatedA set of services in a basic package for unincorporated businesses without employees
Or
A set of services in a premium package for unincorporated businesses with employees
Incorporated BusinessesA set of services in a basic package for incorporated businesses without employees
Or
A set of services in a premium package for incorporated businesses with employees
Select Advanced Services Other services added to a package for advanced needs or more complex filing requirements.
All rates effective as of March 1, 2018
  • T1 Individual Income Tax Return
  • Assistance summarizing and determining eligible expenses and tax credits
  • Electronic filing and CRA confirmation
  • Tax efficient distribution, deferrals and other strategies and plans
  • On-going support to answer your business and/or tax questions throughout the year, via secure email
  • Financial and budgeting strategies
  • Personalized tax calendar and email due date reminders
  • General communication and correspondence with the CRA
  • T1 Business Income Tax Return
  • Financial statements - Notice To Reader *
  • T2 Corporate Income Tax Return
  • Eligible for Business Premium Packages and/or Select Advanced Services
BASIC
PERSONAL
  • Individual Personal Tax Return Starter Package
  • See note 1
PREMIUM
PERSONAL
  • Full service, year-round Personal Income Tax Return Package - Canadian Resident and Non-resident
  • See note 2
BASIC
NOT INCORPORATED
  • Business and Professional Tax Returns
  • See note 3 & 5
BASIC
INCORPORATED
  • Business, Professional, Corporate, Charity and Not-For-Profit Income Tax Returns and Financial Statement Package
  • See note 4 & 5

Business Premium Packages

  • Basic Business Package Included
  • An additionial individual premium package - 50% off
  • On-boarding: set-up and training with cloud based accounting software, complete with ongoing support.
  • Businesses with employees - Write-up only:client supplies general ledger in digitial form.
  • Tax slips - Employment (T4)
  • Tax slips - Dividends (T5)
PREMIUM
NOT INCORPORATED
PREMIUM
INCORPORATED

Select Advanced Services

+ Additional fees apply. Contact us for details.
  •  
  • Rental Tax Schedules
  • Capital Gains Tax Schedules
  • Foreign Asset Report
  • Employment Expenses Schedule
  • Reporting the sale of principal residence
  • Trust and Estate Income Tax Returns
  • Non-resident tax returns
  • US Federal and State Tax Returns
  • GST/HST or PST Returns
  • Other Information Returns: not T3, T4, or T5.
  • Bookkeeping and payroll processing
  • Financial statements - Notice To Reader *
  • Financial statements - Review *
  • Charity and Not-For- Profit Returns
  • Out-source CFO
PREMIUM
PERSONAL
NOT INCORPORATED

  • See note 6

INCORPORATED


  • See note 6
  • Included in Basic Package
  • 10% discount on package fee

Service notes

Contact us for details.
 Tailored to serve you if you areMajor Conditions
1Student or other dependent connected to a client family member using a non-basic tax package.
OR
Employment or pension income of less than $30,000.
A basic federal income tax return with a maximum of six (6) tax slips, excluding the T5008 slip.
2Wishing to receive tax and financial consulting services, included with the preparation of tax returns to minimize preparation time and taxes payable. Most taxpayers with three or more different types of tax slips, T4, T5, T3, T5008, etc.
3One owner without employees nor significant assets or liabilities.Volume and type of transactions and number of employees.
4For-profit or not-for-profit incorporated organization.Volume and type of transactions and number of employees.
5To activate any business package, a retainer is required equal to the minimum of 25% of the quoted fee or $500.00
6Typical small business budget is an estimated $3,000 to $6,000 per year (billed monthly), final quote depends on an estimated range of the volume of transactions recorded in bank accounts, credit card statements, lines of credit and other accounts that require a reconciliation report, and the number of employees and the complexity of the payroll processing system.