Bowie Financial Inc. 2020 Tax Return Price list

All taxes are e-filed and paper copies can be made available to you upon request (at no extra cost).  We don’t promise a price and then charge you hidden fees…we even encourage itemizing your deductions if it’s beneficial to you!  As you’ll see, our pricing is transparent.

65+ Special on Tax Returns for Residents of Ontario that were 65+ in 2020

$65

+ tax

  • Includes basic CPP / OAS income, and up to 5 T-Slips (ie. T3, T4, T5)
  • Up to 5 additional slips for charitable donations, medical, etc.
  • Includes Pension Income Splitting 
  • Add $20 if you have more than 5 additional slips for us to tally (alternatively, you can provide us with a list of your write offs at no additional cost)
  • Excludes situations where additional services are required (ie. Self Employed, Rental income, complex medical).
  • See additional services for pricing.

Standard Tax Return for Individuals in Ontario

$110

+ tax

  • Up to 5 T-Slips each (ie. T3, T4, T5) And up to 5 slips for 2020 home business expenses, charitable donations, medical, your kids, etc. *Note: we allow you to itemize your expenses.
  • Add $20 if you have more than 5 additional slips for us to tally (alternatively, you can provide us with a list of your write offs at no additional cost)
  • Excludes situations where additional services are required (ie. Self Employed, Rental income, complex medical). See additional services for pricing.

Standard Tax Return for a Couple in the same Household

$200

+ tax

  • Up to 5 T-Slips each (ie. T3, T4, T5) And up to 5 slips for 2020 home business expenses, charitable donations, medical, your kids, etc. *Note: we allow you to itemize your expenses.
  • Add $20 if you have more than 5 additional slips for us to tally (alternatively, you can provide us with a list of your write offs at no additional cost)
  • Excludes situations where additional services are required (ie. Self Employed, Rental income, complex medical). See additional services for pricing.

ADDITIONAL SERVICES

Self-employment/Farm Business (Not incorporated) Income: Add $50 – $200 to the Standard Tax Return Service (prices vary depending on complexity of the return and we can discuss this before we get started)

Preparation of T2125 or T2042 form and review of expenses 

Use our 2020 Tax Checklist and Expenses Form to help you prepare your records in advance. 

This will help you get more money back and lower your cost of having your taxes done.

Complex Medical Expenses: $50 – $150 (Depending on complexity)

Applies if there is a substantial number of receipts/documents associated with medical costs that need to be calculated on your behalf. Third party statements are required (ie. Long-term care/Senior home annual statement, Travel insurance statement, In-home Caretaker expenses, required home modifications, etc)

Self-employment/Farm Business (Not incorporated) Income: Add $50 – $200 to the Standard Tax Return Service (prices vary depending on complexity of the return and we can discuss this before we get started)

Preparation of T776 form and review of expenses.

Totals must be provided for each expense category on the rental activities spreadsheet. If receipts or other forms are provided, or additional help is required to complete the form additional costs will apply.  No additional cost for a verbal review of the form if you are new to using the form.

Use our 2020 Tax Checklist and Expenses Form to help you prepare your records in advance. 

This will help you get more money back and lower your cost of having your taxes done.

Settling an Estate in Ontario?  Our Certified Executor Advisors and Tax Team can help.

Final return and Trust/T3 return: starting from $600

Includes Estate Settlement Guidance (review of the assets/expenses, completing the CRA and the Provincial Ministry of Finance forms, and providing clarity).  Charges are on a case by case basis.  

Have other Tax issues? 

Bowie can help all year round with T1 Adjustments, TFSA/RRSP over-contributions/advice, complex foreign and investment income, Disability Tax Credit (DTC) applications, Taxpayer Relief applications, Reporting the Sale of a Principal Residence, and any review letters the CRA sends your way.  Our hourly rates are fair and we will give you an estimate ahead of time.  

Don’t want to ever talk to the CRA again?  Want to authorize someone to deal with them on your behalf? Bowie Can Help with that too! With your permission, we can become your authorized representative with the CRA to work on your behalf- ask us how.


CONTACT BOWIE

TWO LOCATIONS TO SERVE YOU

300 Terry Fox Dr Suite 1000

Kanata, ON K2K 0E3

304 Colonnade Drive

Kemptville, ON K0G 1J0

Monday to Friday: 9:30 AM – 4:00 PM

Due to COVID we are working by appointment only (no walk-ins please).

We offer in-person, phone, and video appointments.

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