NOTE: Due to the April 30 filing deadline, we experience a higher workload AND higher demand for appointments during that month. Our fees are scaled accordingly (see tables below).
Your tax preparer will meet with you for 90 minutes, discuss your year, go over your slips and business expenses and create a personalized income statement. At the meeting, the preparer will walk through your finances with you. Whether you have questions about HST, grants and honorariums, child support benefits, tuition fee carryovers, home ownership, or any other matters, we can help you get to know the particulars of your tax landscape. We complete ONE return per appointment. For spouses / partners of Artbooks clients who have no self-employment income, we offer a discount of $25 off of our (non self-employed) simple tax return rate.
| $355 | January - March; May - November |
| $380 | April 1 - 14 |
| $405 | April 15 - 30 |
Additional fees (where applicable; please ask if you’re not sure):
| $30 - Foreign Property (simple) | if you own property outside of Canada that amounts to less than $250K, you will also be required to submit a simple T1135 Form |
| $60 - Foreign Property (complex) | if you own property outside of Canada that amounts to more than $250K, you will also be required to submit a detailed T1135 Form |
| $30 - HST Processing (simple) | if you are registered to collect HST and make payments, we can also process your HST return during your income tax appointment. Processing fee is per HST registration. |
| $60 - HST Processing (complex) | most of our clients have relatively simple HST filings, your preparer will inform you during your meeting if this fee applies to you. Processing fee is per HST registration. |
| $35 - New Client Setup | first time appointments include a mandatory one-time administrative charge (for maintaining your files in our permanent archive) |
| $20 - Printed Copy (optional) | we will send you a printed copy of your full tax return and your Personalized Income Statement (all clients will automatically receive PDF copies free of charge) |
| $30 - Rental Income per property | if you have rental income that you need to report, you will also be required to submit a T776 Form. Rental income fees are per property. |
| $25 - Senior Preparer | for clients of Cher, Deb, James, Martin, Melanie and Tova |
| $30 - T2200 Declaration of Conditions of Employment (Standard year) | if you have work-related expenses from an employer (not self-employed) that you need to report, you will also be required to submit a T2200 Form |
| $30 - T2200s Declaration of Conditions of Employment for Working at Home due to COVID-19 | if you have work-related expenses from an employer (not self-employed) due to COVID-19 you will also be required to submit a T2200s Form |
| $30 - T1 Moving Expenses Deduction | if you are claiming eligible moving expenses you will also be required to submit a T1M form |
| $30 - T2091 Designation of a property as a principal residence | if you disposed of, or were considered to have disposed of, your principal residence (or any part of it), or if you granted someone an option to buy your principal residence (or any part of it), you will be required to submit a T2091 form |
| $10 - Past years tax filing | if you are filing tax years from before 2018, an additional fee of $10 applies |
a) Simple Tax Return (for returning clients only)
Your return will be completed and e-filed via a secure online submission process. Please note that we do not offer Zoom appointments for clients who have NO self-employment income or expenses. Should you wish an appointment to discuss your finances, please consider booking a consultation after the tax season. We offer a discount of $25 per return for spouses / partners of Artbooks clients who have no self-employment income.
| $165 | January - March; May - November |
| $190 | April 1 - 14th |
| $215 | April 15-April 30th |
b) Complex Tax Return (for returning clients only)
As with the simple tax return above, your return will be completed and e-filed via a secure online submission process. Complex return service is required for clients with a more complicated tax portfolio (due to factors like investments, specialized tax credits, donations, etc.). It is at the tax preparer’s discretion to determine whether the client qualifies for a simple or complex return, but we will always discuss this with you before invoicing. Please note that we do not offer Zoom appointments for clients who have NO self-employment income or expenses.
| $215 | January - March; May - November |
| $240 | April 1 - 14th |
| $265 | April 15 - 30th |
Additional fees (where applicable; please ask if you’re not sure):
| $30 - Foreign Property (simple) | if you own property outside of Canada that amounts to more than $100K and less than $250K, you will also be required to submit a simple T1135 Form |
| $60 - Foreign Property (complex) | if you own property outside of Canada that amounts to more than $250K, you will also be required to submit a detailed T1135 Form |
| $20 - Printed Copy (optional) | we will send you a printed copy of your full tax return (all clients will automatically receive PDF copies free of charge) |
| $55 - Rental Income | if you have rental income that you need to report, you will also be required to submit a T776 Form. Fee is per property. |
| $25 - Senior Preparer | for clients of Audrey, Cher, Deb, James, Martin and Tova |
| $30 - T2200 Declaration of Conditions of Employment (Standard year) | if you have work-related expenses from an employer (not self-employed) that you need to report, you will also be required to submit a T2200 Form |
| $30 - T2200s Declaration of Conditions of Employment for Working at Home due to COVID-19 | if you have work-related expenses from an employer (not self-employed) due to COVID-19 you will also be required to submit a T2200s Form |
| $30 - T1 Moving Expenses Deduction | if you are claiming eligible moving expenses you will also be required to submit a T1M form |
| $30 - T2091 Designation of a property as a principal residence | if you disposed of, or were considered to have disposed of, your principal residence (or any part of it), or if you granted someone an option to buy your principal residence (or any part of it), you will be required to submit a T2091 form |
We offer consultation appointments from mid-May to early February each year. We do NOT offer consultation appointments during “tax season” (late February – early May). However, you can inquire about being added to a short-notice waitlist, in the event that we have an unfilled tax appointment during this time period. During a consultation appointment, our tax preparer will meet with you for 45 or 90 minutes to answer any questions you might have relating to self-employment, grants/funding, HST, tuition, charitable donations, or other general financial and tax advice.
| $130.00 - 45 min | January - November (limited availabilty in March + April) |
| $260.00 - 90 min | January - November (limited availabilty in March + April) |
If you would like to make an adjustment to a past return that has already been filed with CRA, we offer a flat rate for processing and filing. Depending on the circumstances, we may also require a consultation appointment (see above) before we can do the adjustment. Please contact us for further details!
| $50 | January - November |
Please note that all fees are subject to HST, and that Artbooks may change its fees at any time.
A further note about dates and timelines:
At Artbooks, your tax return goes through a minimum of 8 stages and at least 5 pairs of hands before we send off the final version. The real work of processing your return cannot begin until we receive your last piece of information. If our work on your return is delayed by incomplete submissions, it will add to the workload placed on the accounting team later in the season. Appointment fees will be determined by the date upon which we’ve received ALL of your documents, and not the date of the appointment. We are not only trying to encourage you to come in as early as possible, but also to get your missing information in quickly. This way we can process your file before our workload quadruples and time pressures mount as we approach the dreaded filing deadline.
We also have a scrupulous policy for cancelling or re-scheduling appointments. We require a minimum of 48 hours notice for cancellation of an appointment. If we don’t receive sufficient notice, you will be billed for the full amount of the appointment.