Tax preparation scope and pricing | Ottawa

Identify each return

List the people or entities, years and types of income involved. Self-employment, rentals, corporate activity, foreign reporting, digital assets and estate questions can require additional schedules and review. Do not assume a personal-return quote includes corporate bookkeeping or a Quebec provincial return.

Separate record repairs from preparation

Unreconciled bank records, missing acquisition costs, amended slips and unfiled sales-tax periods may require cleanup before a return can be prepared. The proposal should identify what is included, which information you will supply and how extra work is approved.

Confirm the written terms

Agree on the fee, applicable taxes, payment terms, secure document channel and responsibility for reviewing and submitting the return. A filing date and a balance-payment date can differ. No refund amount, audit outcome or completion date is guaranteed by a website calculator.

Put this into practice

• The preparation process →