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Services

Guidance for Every Season of Life

Life brings changes.  I'm here to help you navigate
them with clarity & confidence so you can move
forward with peace of mind.

Personalized Support. Practical Solutions.
From everyday tax needs to life's biggest transitions, I provide customized services that help you stay organized, compliant and focused on what matters most.

Personal Tax Support

Personal Tax 

Personalized tax preparation with expert advice to help you minimize taxes and maximize your return.

Life Changes

& Tax Planning

Tax guidance for marriage, separation, retirement, moving, medical, selling property or a business, and other significant life transitions such as disability

or child tax credits.

Estate & Final Tax

Services

Compassionate support during difficult times.  Final tax returns, T3 returns, clearance certificates and guidance for executors and families.

Rental & Vacation Properties

Bookkeeping, expense tracking and tax reporting for long-term rentals, vacation properties and short-term accomodations.

Home Business

Sole Proprietor

Bookkeeping, expense tracking and tax support for commissions, direct sales, consulting, day homes, cleaning services, and other self-employed businesses.

Foreign Income

Reporting

Tax reporting support for foreign income, investments and assets, including U.S. and other foreign income and T1135 filing requirements.

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Personal Tax Returns

STARTING AT:

$ 225 + GST

NOTE: Additional Fees may apply**

For example: Sale of a principle residence,

T1135 filing moving expenses, rental

income home office expenses

self-employment/business income.

​What's Included: ​

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Employment Income (T4)

Pension Income

RRSP Contributions

Medical Expenses

Charitable Donations

More Complex Returns

Additional pricing applies to returns with self-employment, rental income, investments, foreign reporting, multiple provinces, final returns and estate-related filings.

No Surprises

Every client receives a personalized

quote before we begin.

Personal Tax Process

Working with Rhonda is simple, transparent, and personalized.

Get Started

Intake - Portal - CRA Access

Complete the appropriate Client Intake Form, set up your secure Client Portal, and authorize Rhonda to access your CRA account.  We will guide you through each step.

1

Gather & Submit

Secure Document Collection

Gather your tax slips, receipts and supporting documents and securely upload them through your client portal or drop them off at our office.  We'll let you know if anything else is required.

2

Ready to Get Started?

Complete the appropriate Client Intake form, request your secure Client Portal, and authorize Rhonda to access your CRA account.  We'll guide you through each step.

Review & File

Accurate. Thorough. Explained.

We prepare and review your return, discuss any important tax considerations, answer your questions and file your return once everything is approved.

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Make tax time easier 

Access practical worksheets, checklists, and tax guides on our Resource Centre.

Corporate 

Corporations

Corporate Tax & Year-End Support

Corporate tax returns, year-end filings and tax planning to help keep your business compliant and on track.

GST Returns

GST Filing & Account Support

GST return preparation and

filing, instalment calculations

and account support.

CRA Issues & Resolutions

CRA Reviews & Account Support

Help with CRA reviews, notices, information requests and account issues, including guidance on required next steps.

Non Profit & Charities

TRUSTS

Accounting Support With Purpose

Trust Tax & Compliance Support

Support for charities, churches, community organization and other non-profits, including bookkeeping, financial reporting, CRA compliance and T3010 annual charity returns.

Professional assistance with T3 trust returns, annual reporting requirements and CRA compliance, helping trustees understand what needs to be filed and when.

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Corporate Year-End Packages

STARTING AT:

$ 2,500 + GST

NOTE: Every corporation is different. Fees

are based on the complexity of your

business, the conditions the services

required. A personalized quote will be

provided before work begins.

​What's Included: ​

​

T2 Tax Return

Compiled Financial Statements

Shareholder Tax Planning

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Additional Services

T4, T4A, T5, T5018

Information return preparation and filing

GST Returns

Preparation and filing, where required

No Surprises

Every client receives a personalized quote

before we begin

** Your quote is based on the information provided.  If unexpected circumstances affect the scope of work,

we will contact you before making any changes to the agreed pricing.

Specialized Business Support

Start Up Business

Build it Right From the Start

Support with business registration, GST and payroll setup, bookkeeping systems, and establishing the financial processes your new business needs.

General Business Consulting

Practical Solutions for Your Business

Get practical guidance to improve your business, strengthen financial processes and address specific accounting or operational challenges as your business grows.

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        General Topics:

  • Should I Buy new or Lease?

  • Should I add an employees or hire a contractors?

  • How to grow, how to invest? 

  • How this all will affect my taxes?

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Incorporation & Registration

Is Incorporation Right for You?

We can help you understand the accounting and tax considerations of incorporation and determine the next steps for your business.

Fractional CFO & Advisory

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Strategic Financial Guidance for Your Growing Business

Understand your numbers. Plan with confidence.

Get experienced financial insight without the cost of a full-time CFO.  Rhonda provides practical support with cash flow, budgeting, forecasting and management reporting - helping you see what is happening now and prepare for what comes next.

Cash-flow planning

Budget & forecasts

Management reporting

Strategic guidance

Business Plans

Bookkeeping & Advisory

Full-Cycle Bookkeeping 

Accurate Books. Reliable Reporting.

Complete day-to-day bookkeeping support including transaction recording, reconciliations, accounts payable and receivable, payroll support and regular financial reporting. Keep your books accurate, current and organized throughout the year.

QBO Training

Confidence in QuickBooks Online

Personalized QuickBooks Online training tailored to your business.  Learn how to manage day-to-day entries, reconciliations, reporting and other key functions with greater confidence. 

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LET'S WORK TOGETHER

Whether you need tax support, bookkeeping, Fractional CFO services or guidance for your business, start with a conversation about your needs.

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