Simple Process. Transparent Pricing.
You should know what you are paying and what you are getting before you hand over a single document. Here is exactly how an engagement with Trim Tax works.
How an engagement works
01
Step 1 — Free consultation (15–30 minutes).
By phone, video or in person in Vaughan. We listen, ask the right questions and tell you honestly what is involved. If we are not the right fit, we say so and point you in the right direction.
02
Step 2 — Written quote.
A fixed fee and a clear scope, usually sent the same or next business day. No hourly billing.
03
Step 3 — Onboarding.
You sign an engagement letter electronically. If we will be dealing with the CRA for you, you authorize us through the CRA's online services or form AUT-01. You receive access to our secure client portal and a personalised document checklist.
04
Step 4 — Preparation and review.
Your file is prepared by a professional and reviewed by a second before anything is filed. You receive a plain-language summary to approve.
05
Step 5 — Filing and delivery.
We e-file with the CRA and deliver a complete digital copy of everything filed, together with a calendar of your upcoming deadlines.
06
Step 6 — Ongoing support.
CRA follow-up letters, questions and planning throughout the year are covered as agreed in your scope.
Pricing principles
- Fixed fees for every engagement, quoted in writing before work begins
- Annual packages for corporations that bundle bookkeeping review, financial statements, T2, GST/HST reconciliation and a planning meeting
- Monthly bookkeeping and payroll priced by transaction volume and number of employees, not by the hour
- CRA resolution matters priced by phase, so you control the commitment at each stage
- No charge for the initial consultation, and no charge for quick questions from existing clients
Indicative starting fees
Personal tax return (simple)
From [PRICE]
T1 preparation, second review, e-file, summary
Self-employed or rental return
From [PRICE]
T1 with T2125 or T776, expense review, e-file
Corporate year-end package
From [PRICE]
Books review, compilation statements, T2, T5 slips, planning meeting
Monthly bookkeeping
From [PRICE] per month
Reconciliations, HST coding, monthly reports
Payroll
From [PRICE] per pay run
Processing, remittance calculation, year-end slips
Non-resident or emigration return
From [PRICE]
Residency review, return and required forms
What we'll need from you
- Your prior-year returns and Notices of Assessment
- Tax slips, receipts and statements (a personalised checklist is provided)
- Bank and credit-card statements, or access to your accounting software
- Any CRA correspondence you have received
- A signed engagement letter and, where we represent you, CRA authorization
Frequently asked questions
Yes, with no obligation. If we are not the right fit, we will tell you and suggest where to go.
No. Every engagement is quoted as a fixed fee in writing.
Yes. Documents, signatures, meetings and payments are all handled securely online, and most clients never visit the office.
We tell you before doing any additional work and quote it separately. Nothing is added to your invoice without your approval.
Payment terms are set out in your engagement letter. Personal returns are typically paid on approval of the return; monthly services are billed monthly.
Get your written quote.
Book a free consultation — call 647 243-5076 or email info@trimtax.ca.
Phone:
647 243-5076
Email:
info@trimtax.ca
Office:
400 Applewood Cres., Suite 100, Vaughan, ON L4K 0C3
Hours:
Monday to Friday, 9:00 am to 6:00 pm ET
