Adian Service Plans
Service Packages
T2 Corporate Tax Return
- T2 Corporation Income Tax Return — all CRA schedules prepared and electronically filed
- Small Business Deduction review and optimization
- CCA continuity across all depreciable asset classes
- RDTOH, GRIP, and Capital Dividend Account (CDA) tracking
- Shareholder loan compliance review — Section 15
- Notice of Assessment review
- Tax instalment calculation for the following year
- CPA review call included
Investment Starting at $1,500 + HST
T2 Corporate + T1 Personal Tax
T1 personal tax — shareholder-managers of corporate clients only
- Everything in Package 1 — full T2 with all CRA schedules
- T1 Personal Income Tax Return for one shareholder-manager
- T4 and T5 slip coordination — corporate slips reconciled with personal return
- RDTOH, GRIP, and Capital Dividend Account (CDA) tracking
- Salary vs. dividend integration review
- RRSP contribution room analysis and optimization
- Capital gains, rental income, and other personal income sources included
- CRA EFILE for both T2 and T1 — filing confirmations provided
- Single CPA review call covering both returns
T1 personal tax returns are for shareholder-managers of CCPCs we serve as corporate clients only. We do not accept standalone personal tax engagements
Investment Starting at $2,250 + HST
T2 + T1 + CSRS 4200 Compilation
T1 personal tax — shareholder-managers of corporate clients only
- CSRS 4200 Compilation Engagement Report — replaces the old Notice to Reader (NTR)
- Complete financial statements: Balance Sheet, Income Statement, Statement of Retained Earnings, and Notes
- Accepted by banks, commercial lenders, and mortgage providers
- Everything in Package 1 — full T2 with all CRA schedules
- Schedules 100 and 125 derived directly from compiled financials
- T1 Personal Income Tax Return for one shareholder-manager
- Salary vs. dividend integration and RRSP optimization
- One CPA, one engagement — financial statements, corporate tax, and personal tax together
T1 personal tax returns are for shareholder-managers of CCPCs we serve as corporate clients only. We do not accept standalone personal tax engagements.
Investment Starting at $3,500 + HST
Tax Planning Engagements
Subject to separate fee — scoped and priced individually
- Corporate Reorganizations — holdco introduction, Section 85 rollover, Section 86 share exchange, estate freeze
- Lifetime Capital Gains Exemption (LCGE) Planning — eligibility review, share purification, LCGE multiplication
- Post-Mortem Tax Planning — pipeline planning, Section 164(6) loss carryback, CDA election coordination
- Trust and Estate Planning — family trust structuring, TOSI analysis, 21-year planning, Graduated Rate Estate strategy
- Shareholder Compensation Review — salary vs. dividend optimization with written plan
- Written tax plan with Income Tax Act references delivered for every engagement
- Canadian domestic tax only — no US tax, no cross-border, no international structures
Investment Starting at $15,000 + HST
Add-Ons
| Add-On Service | Starting At |
|---|---|
| Additional T1 — co-shareholder of same corporation | Priced on request |
| Prior year T2 catch-up filing | Priced on request |
| CRA Audit Representation | $500/hr + HST |
Fine Print
All fees are fixed and confirmed in writing before the engagement begins. Starting prices reflect a standard single-shareholder CCPC with complete year-end records. T1 personal tax returns are available exclusively to shareholder-managers of corporate clients — not as standalone personal tax engagements. Additional T1 returns for co-shareholders are quoted separately. All fees are subject to HST. Canadian domestic tax only — we do not advise on US tax, cross-border matters, or international structures.