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Pricing Plans
Transparent options for every requirement
Basic Tax Plan
- Annual return review
- Standard deduction analysis
- Online document submission
- Email support
- Access to resource library
Standard Tax Plan
- Includes Basic Tax Plan features
- Detailed credit screening
- Quarterly check-ins
- Personalized filing roadmap
- Phone and email assistance
Premium Tax Plan
- All Standard Tax Plan features
- In-depth scenario planning
- Year-round guidance
- Dedicated advisor access
- Priority response times
Comprehensive Advice
How Tax Planning Can Benefit You
Effective tax planning helps individuals in Toronto anticipate obligations, identify eligible deductions, and align filing strategies with local regulations. By reviewing annual statements, assessing credit opportunities, and preparing documentation in advance, you can maintain compliance while optimizing your returns. Proactive guidance throughout the year ensures you stay on track with deadlines, leverage updates in local codes, and avoid last-minute stress when submitting your forms.
Learn MoreAssessment
We review your current year documentation, identify areas for adjustment, and highlight opportunities for structured filings.
Discover All ServicesStrategy Development
Our team crafts a tailored approach, selecting the best credits, deductions, and submission timelines to suit your circumstances.
Discover All ServicesImplementation
We assist with form completion, liaise with local authorities if needed, and guide you through each step until submission.
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