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
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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 Tax | A set of services in a basic package for very simple filing requirements |
| Personal – Financial and Tax Support | A set of services in a premium package for personal taxpayers with more complex or varied income sources or varied expense deductions. |
| Small Businesses – Not Incorporated | A 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 Businesses | A 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
Package fees starting at
BASIC
PERSONAL
PERSONAL
- Individual Personal Tax Return Starter Package
- See note 1
PREMIUM
PERSONAL
PERSONAL
- Full service, year-round Personal Income Tax Return Package - Canadian Resident and Non-resident
- See note 2
BASIC
NOT INCORPORATED
NOT INCORPORATED
- Business and Professional Tax Returns
- See note 3 & 5
BASIC
INCORPORATED
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)
See notes 4 & 5
With less than 6 full time equivalent employees - these packages are offered at
With more than 5 full time equivalent employees - these packages are offered at
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
Service notes
Contact us for details.| Tailored to serve you if you are | Major Conditions | |
|---|---|---|
| 1 | Student 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. |
| 2 | Wishing 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. |
| 3 | One owner without employees nor significant assets or liabilities. | Volume and type of transactions and number of employees. |
| 4 | For-profit or not-for-profit incorporated organization. | Volume and type of transactions and number of employees. |
| 5 | To activate any business package, a retainer is required equal to the minimum of 25% of the quoted fee or $500.00 | |
| 6 | Typical 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. | |