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Expatax Services Ltd.
Laurie Yoon, C.P.A., C.A. |
Taking care of your taxes wherever your travels may take you.....
Specialist in Personal Income Taxes |
Standard Tax Returns - What most clients get...
What is included in standard pricing?
The amount of correspondence time included with each return is usually more than sufficient for any questions you will have during the preparation process. The typical amount of time included in the various types of returns is in the section below for each type of return.
The amount of correspondence time included with each return is usually more than sufficient for any questions you will have during the preparation process. The typical amount of time included in the various types of returns is in the section below for each type of return.
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Once the Canada Revenue Agency authorization has been received I will check the information supplied initially to see if it looks like everything is there. I will email you a quick note to let you know we received everything, have access to Represent a Client if you need a Canadian return of some sort done and that you have been added to our list of standard returns to be prepared. If anything appears to be missing I will let you know at this point.
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When will it be done by?
I try to complete returns on a first come first serve basis but as deadlines approach those that must meet the deadline (for example owe money or have T1135's) are done before those that can be filed after the deadline without penalty. Returns which have all information submitted on or before two weeks before the deadline will be completed on or before the deadline. If it is after April 15th you should contact me to see if I have any availability as I do not guarantee these returns will be completed by the April 30th deadline although I will try my best.
Due Dates for Various Types of Returns..
I try to complete returns on a first come first serve basis but as deadlines approach those that must meet the deadline (for example owe money or have T1135's) are done before those that can be filed after the deadline without penalty. Returns which have all information submitted on or before two weeks before the deadline will be completed on or before the deadline. If it is after April 15th you should contact me to see if I have any availability as I do not guarantee these returns will be completed by the April 30th deadline although I will try my best.
- Very Basic Personal Canadian Tax Return - $100 + GST/HST (per return)
- Includes roughly 20 minutes to prepare the return by my assistant
- Includes roughly 45 minutes of my assistant's time to answer your questions/file an adjustment/respond to the CRA
- Includes roughly 12 minutes of my review time to check everything
- Basic Personal Canadian Tax Returns - $150 + GST/HST (per return)
- Includes roughly 30 minutes to prepare the return by my assistant
- Includes roughly 70 minutes of my assistant's time to answer your questions/file an adjustment/respond to the CRA
- Includes roughly 18 minutes of my review time to check everything
- Canadian Non-Resident Rental Tax Returns (S216) - $300 (per rental property - one or two returns) - due June 30th, 2019
- Includes roughly 45 minutes to prepare the return/NR4/NR6 by my assistant
- Includes roughly 90 minutes of my assistant's time to answer your questions/file an adjustment/respond to the CRA
- Includes roughly 18 minutes of my review time to check everything
- Includes a trip to the post office to mail the return - 30 minutes round trip
- Additional rental properties beyond the first one are $100 each
- Complex Personal Canadian Tax Returns - $150 + GST/HST (per return) + $100 + GST/HST (per complicating item)
- Includes roughly 30 minutes to prepare the base return by my assistant plus 20 minutes per complicating item
- Includes roughly 70 minutes plus 45 minutes per complicating item of my assistant's time to answer your questions/file an adjustment/respond to the CRA
- Includes roughly 18 minutes of my review time for the base return and reviewing my assistant's answers to your questions plus 12 minutes per complicating item to check everything.
Due Dates for Various Types of Returns..
- A regular Canadian tax return is due April 30th, 2019.
- A regular Canadian tax return but with self employed income is due June 15th, 2019. A spouse of a taxpayer with self employed income is also due June 15th, 2019. Note that rental income is not self employment income for the purposes of the extended deadline. Any money owed however is due April 30th so if you think you might owe money you should make some installments before April 30th. Any over payment will get refunded when your tax return is filed.
- A non-resident Canadian tax return is due July 2nd, 2019 - normally June 30th but June 30th is a Sunday and July 1st is a holiday.
- A 1040 return if you are in the U.S. is due April 15th, 2019. This can be extended by filing an online extension and I reserve the right to do so without consulting you if I am very busy that week and your return is not done yet.
- A 1040 return if you are not living in the U.S. is due June 15th, 2019 as anybody not resident in the U.S. gets an automatic two month extension.
- A 1040NR return is due June 15th, 2019 as anybody not resident in the U.S. gets an automatic two month extension.
- Extensions can be filed for U.S. returns until October 15th, 2019 if needed. Canadian returns can not be extended.