Personal Income Tax Services

Flat Rate Personal Income Tax Service(s)

We Guarantee Flat Fee Rates

Full service personal income tax preparation specializing in complex personal tax returns including:

Business Schedules

  • Sole Proprietorships & Partnerships
  • Rental Properties
  • Farms
    • All Returns include GST Returns (If required)

Capital Asset Dispositions

  • Principal Residence
  • Revenue Properties
  • Stock/Shares Transactions (T5018) & Day Traders

Foreign Income Verification

Employment Expenses (Conditions of Employment – T2200)

  • Truck Drivers (Log Books)
  • Commission Sales
  • Trades
  • Working from home due to COVID – T2200S forms

Additional tax returns:

  • Estate/Trust Returns
  • Military Personnel Returns
  • Immigration/Emigration Returns
    • Non resident
    • Deemed resident
    • Section 216 election
    • Section 217 election

Provide year round expertise in the following areas:

  • Separation and divorce advice on benefits available for single parents
  • Retirement planning
  • Notice of Objection/Appeals
  • Moving Expenses
  • Disability Tax Credit
  • Northern Living Allowance
  • RRSP over contributions (T1-OVP)

Corresponding with CRA on our client’s behalf:

  • Reviews
  • Audits
  • Request for info letters
  • Payment searches
  • Tax payer relief of interest and penalties
  • Notional Assessments
  • Disruptions in Child Tax Benefit

Our Current 2021 Offers:

Volume Discount 3+ years of taxes = 15% off entire invoice

    • Applicable for all return types
    • Must be prepared at the same time and paid in full once completed 
    • May require a security deposit depending on the scope of work

What we provide:

  • Each tax return can be delivered on paper or digitally through a secure Google Drive folder
  • Copies of T1 General and all applicable schedules (We do not print 0 schedules)
  • E-file Return

*Prices Updated February 22, 2021*

1. Basic Tax Return $59.99 + Tax per person

  • Individuals, Conditions of Employment, Contractors (excluding sole proprietorships), Seniors (Pension Splits), & Students
  • No extra charge per slip
  • Includes investments and medical

2. Youth Tax Return – $20.00 + Tax per person (under 18)

  • Flat Rate
  • No extra charge per slip

2. NIL Tax Return – $20.00 + Tax per person

2. Sole Proprietorship (Small Business) Tax Return (Includes Basic) – $155.99 + Tax per person

  • 1 Hour basic support included in tax return price per year
    • Goes towards phone calls, emails, CRA support, bookkeeping, receipt tallying, etc
  • Additional Bookkeeping & Support (As Needed): $65 / hour
  • Do Your Own Bookkeeping?
    • Please send us your Profit & Loss and Balance Sheets for the year + breakdowns for GST (If applicable)
    • We are happy to provide support in FreshBooks, Wave Accounting, QuickBooks Online, Xero, Simply Accounting, Sage 50, and Microsoft Excel & Sheets
    • Quickbooks Online Access can be sent to (Confirm with admin@daniellesosbookkeeping)
  • Client Self Tracker Excel Forms available 
    • ***Save yourself the cost of our bookkeeping fees and total and track your property and it’s expenses and provide us the totals only***
    • Includes GST Tracker

3. Rental Tax Return (Includes Basic) $85.99 per person:

  • 1 Hour basic support included in tax return price per year
    • Goes towards phone calls, emails, CRA support, bookkeeping, receipt tallying, etc
  • Additional Bookkeeping & Support (As Needed): $65 / hour
  • Client Self Tracker Excel Forms available 
    • ***Save yourself the cost of our bookkeeping fees and total and track your property and it’s expenses and provide us the totals only***

4. T3 In Trust Personal Returns – Start at $295

Price increased based on the amount of work that needs to be done. 

*Contact us for a custom quote

Other Services

1. Consulting Services – Short term and long term arrangements available

Financial Planning, Forecasting, Budgeting

  • Junior Associate: $60/Hour
  • Senior Associate: $95/Hour

2. Adjustments –

  • Option 1: Change my Return – Returns Older than current year need an online adjustment
  • Option 2: Refile Return – Current year tax returns may be eligible for refile
  • Minimum Administration fee –  $50 + Tax
  • Bookkeeping & Support (As Needed in Addition): $65 / hour

3. Audit Support

  • 1 Hour basic support included in tax return price per year
    • Goes towards phone calls, emails, CRA support, bookkeeping, receipt tallying, etc
    • Additional Bookkeeping & Support (As Needed): $65 / hour

3. Setting up a business number for your Sole Proprietorship – $45.99 + Tax

  • Includes business number (RC, RT & RP)

 

Danielle’s SOS Bookkeeping Services Provides Corporate Accounting, Full Cycle Corporate Tax, Small business tax planning, Personal Tax & Bookkeeping Services to the following areas: Edmonton, Leduc, Wetaskiwin, Fort Saskatchewan, Spruce Grove, Sherwood Park, Stony Plain, Devon, Beaumont, and all rural areas in and around Edmonton.

Flat Rate Personal Income Tax Service(s)

We Guarantee Flat Fee Rates

Full service personal income tax preparation specializing in complex personal tax returns including:

Business Schedules

  • Sole Proprietorships & Partnerships
  • Rental Properties
  • Farms
    • All Returns include GST Returns (If required)

Capital Asset Dispositions

  • Principal Residence
  • Revenue Properties
  • Stock/Shares Transactions (T5018) & Day Traders

Foreign Income Verification

Employment Expenses (Conditions of Employment – T2200)

  • Truck Drivers (Log Books)
  • Commission Sales
  • Trades
  • Working from home due to COVID – T2200S forms

Additional tax returns:

  • Estate/Trust Returns
  • Military Personnel Returns
  • Immigration/Emigration Returns
    • Non resident
    • Deemed resident
    • Section 216 election
    • Section 217 election

Provide year round expertise in the following areas:

  • Separation and divorce advice on benefits available for single parents
  • Retirement planning
  • Notice of Objection/Appeals
  • Moving Expenses
  • Disability Tax Credit
  • Northern Living Allowance
  • RRSP over contributions (T1-OVP)

Corresponding with CRA on our client’s behalf:

  • Reviews
  • Audits
  • Request for info letters
  • Payment searches
  • Tax payer relief of interest and penalties
  • Notional Assessments
  • Disruptions in Child Tax Benefit

Our Current 2021 Offers:

Volume Discount 3+ years of taxes = 15% off entire invoice

    • Applicable for all return types
    • Must be prepared at the same time and paid in full once completed 
    • May require a security deposit depending on the scope of work

What we provide:

  • Each tax return can be delivered on paper or digitally through a secure Google Drive folder
  • Copies of T1 General and all applicable schedules (We do not print 0 schedules)
  • E-file Return

*Prices Updated February 22, 2021*

1. Basic Tax Return $59.99 + Tax per person

  • Individuals, Conditions of Employment, Contractors (excluding sole proprietorships), Seniors (Pension Splits), & Students
  • No extra charge per slip
  • Includes investments and medical

2. Youth Tax Return – $20.00 + Tax per person (under 18)

  • Flat Rate
  • No extra charge per slip

2. NIL Tax Return – $20.00 + Tax per person

2. Sole Proprietorship (Small Business) Tax Return (Includes Basic) – $155.99 + Tax per person

  • 1 Hour basic support included in tax return price per year
    • Goes towards phone calls, emails, CRA support, bookkeeping, receipt tallying, etc
  • Additional Bookkeeping & Support (As Needed): $65 / hour
  • Do Your Own Bookkeeping?
    • Please send us your Profit & Loss and Balance Sheets for the year + breakdowns for GST (If applicable)
    • We are happy to provide support in FreshBooks, Wave Accounting, QuickBooks Online, Xero, Simply Accounting, Sage 50, and Microsoft Excel & Sheets
    • Quickbooks Online Access can be sent to (Confirm with admin@daniellesosbookkeeping)
  • Client Self Tracker Excel Forms available 
    • ***Save yourself the cost of our bookkeeping fees and total and track your property and it’s expenses and provide us the totals only***
    • Includes GST Tracker

3. Rental Tax Return (Includes Basic) $85.99 per person:

  • 1 Hour basic support included in tax return price per year
    • Goes towards phone calls, emails, CRA support, bookkeeping, receipt tallying, etc
  • Additional Bookkeeping & Support (As Needed): $65 / hour
  • Client Self Tracker Excel Forms available 
    • ***Save yourself the cost of our bookkeeping fees and total and track your property and it’s expenses and provide us the totals only***

4. T3 In Trust Personal Returns – Start at $295

Price increased based on the amount of work that needs to be done. 

*Contact us for a custom quote

Other Services

1. Consulting Services – Short term and long term arrangements available

Financial Planning, Forecasting, Budgeting

  • Junior Associate: $60/Hour
  • Senior Associate: $95/Hour

2. Adjustments –

  • Option 1: Change my Return – Returns Older than current year need an online adjustment
  • Option 2: Refile Return – Current year tax returns may be eligible for refile
  • Minimum Administration fee –  $50 + Tax
  • Bookkeeping & Support (As Needed in Addition): $65 / hour

3. Audit Support

  • 1 Hour basic support included in tax return price per year
    • Goes towards phone calls, emails, CRA support, bookkeeping, receipt tallying, etc
    • Additional Bookkeeping & Support (As Needed): $65 / hour

3. Setting up a business number for your Sole Proprietorship – $45.99 + Tax

  • Includes business number (RC, RT & RP)

 

Danielle’s SOS Bookkeeping Services Provides Corporate Accounting, Full Cycle Corporate Tax, Small business tax planning, Personal Tax & Bookkeeping Services to the following areas: Edmonton, Leduc, Wetaskiwin, Fort Saskatchewan, Spruce Grove, Sherwood Park, Stony Plain, Devon, Beaumont, and all rural areas in and around Edmonton.