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CPA Services

Membership Plans Built for Every Stage

Integrated bookkeeping, tax preparation, tax planning, and advisory — for Canadian residents and cross-border clients with U.S. obligations.

Compare plans

Three tiers — pick the level of support that matches where you are today.

Tier 1

Essentials

$999.99 /month

Sole proprietors & early-stage businesses

Essentials is designed for sole proprietors, freelancers, and early-stage incorporated businesses that need reliable bookkeeping, personal tax preparation, and ongoing tax guidance — all in one monthly plan.

  • Client Portal Access Dedicated client portal to communicate with your CPA, ask questions, and share documents securely.
  • All-Year Tax Advice Direct access to a dedicated CPA for guidance on any tax situation, any time of year — through private member consultations.
  • Monthly Bookkeeping Monthly reconciliation of bank and credit card statements, accounts receivable and payable, paperless payables management, and software data feeds — maintained to CRA and audit-ready standards.
  • Personal Tax Preparation Annual preparation of your individual income tax return. Covers sole proprietors filing T2125 and salaried individuals. U.S. persons: Form 1040 preparation is included.
  • Quarterly Tax Estimates We estimate your quarterly income tax instalments and manage your sales tax (HST/GST) remittance on schedule.
  • Audit Protection If the CRA or IRS comes knocking, we respond at no extra charge — including correspondence handling and audit representation for returns we prepared.
  • 4-Business-Day Response Support requests are acknowledged and addressed within four business days.

Most popular

Tier 2

Transformative

$1,299.99 /month

Recommended

Transformative is built for incorporated businesses, entrepreneurs with entities, and clients who need corporate tax preparation, proactive planning, and real-time financial visibility.

Everything in Essentials, plus:

  • Zei Tax Planning Software Average annual tax savings of $20,050 across Canadian and U.S. jurisdictions. Real-time calculation of personal and corporate tax, three quantified strategies tailored to your position, and an exportable tax report.
  • Daily Bookkeeping Real-time financials updated daily — not monthly. Includes your accounting software license, payroll support, and immediate visibility into your business numbers.
  • Corporate / Entity Tax Preparation Full preparation of corporate and entity-level returns: T2, CO-17 (Quebec), Schedule C, Form 1065, and Form 1120S — whether you're incorporated in Canada, the U.S., or both.
  • Tax Planning Calls & Strategies Structured planning sessions to identify and implement tax strategies before year-end — not after.
  • Incorporating & Registration Services Incorporation, Holdco setup, and HST/GST registration — handled by your CPA team.
  • Quarterly Tax Estimates Income tax instalments and sales tax remittance with the added benefit of daily-updated financials for more accurate estimates.
  • Full Audit Protection CRA and IRS correspondence, representation, and response — at no extra charge.
  • 1-Business-Day Response Faster turnaround for all support requests.

Tier 3

Elite

$2,999.99 /month

Invite only

Elite is reserved for existing Tier 1 or Tier 2 clients who are ready for executive-level financial support — fractional CFO, advanced tax strategy, payroll, and direct access to Rony Fogain.

Everything in Transformative, plus:

  • Advanced Tax Strategies Cross-border planning, real estate tax structuring, and capital gains optimization for clients earning over $1M annually.
  • Fractional CFO / FP&A Services Monthly financial performance review, actuals vs. forecast analysis, and key metrics assessment — CFO-level clarity without a full-time hire.
  • Full Payroll Services Reasonable salary determination, CPP/EI or Social Security/Medicare remittance, T4 and W-2 filing, direct deposit, paystubs, ROEs, and payroll registers — fully managed.
  • Concierge Services Direct phone access to Rony Fogain, Principal CPA — for the matters that can't wait and the decisions that matter most.
  • Zei Tax Planning — Unlimited Access Full access to Zei with no restrictions, covering all planning scenarios across jurisdictions.
  • 24-Hour Response The fastest response tier — all support requests addressed within 24 hours.

Not sure which tier fits?

Book a consultation and we'll assess your structure, income, and cross-border exposure — then recommend the right plan.

Read the FAQ

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