What you’ll receive

Personal, sole proprietor and corporate returns — prepared by a CFP who also builds the retirement plan behind them.

Simple personal return — $65
More complex personal — from $85, $42.50 deposit
Sole proprietor — from $300
Corporate T2 — from $550, $275 deposit
Disability Tax Credit review — free assessment
Filed with next year already in mind

Not sure which you need? Tick whichever looks closest, or Not sure. I will confirm the right one and the exact fee before any work begins.

Filed by someone who also does the planning. Most returns are prepared by someone who never sees your retirement plan, and most plans are built by someone who never sees your return. When one person does both, the return is not just filed correctly - it is filed with next year, and the ten after it, already in view. Simple personal returns start at $65, and I confirm the exact fee before any work begins.

"Finally, an advisor who explains things clearly and doesn't make me feel like I should already know everything. Joanne is the real deal."

Kim S. — Saskatoon, SK

Already know what you need? Choose your return and pay your deposit securely with Helcim. Your deposit is applied to your final invoice, and refunded in full if we decide not to proceed.

Place Yourself in Our Schedule →

Request your return

Tell me a little to begin. I will confirm which return you need and the exact fee before any work starts. All fields marked ✦ are required.

First Name ✦ Please enter your first name.

Last Name ✦ Please enter your last name.

City ✦ Please enter your city.

Email Address ✦ Please enter a valid email address.

Phone Number ✦ Please enter your phone number.

Which return do you need? ✦

Simple
Personal — $65

Complex
Personal

Sole
Proprietor

Corporate
T2

Disability
Tax Credit

Prior Years
Catching Up

Not Sure
Please Advise

Other

Anything you'd like us to know? (optional)

Something went wrong sending your request. Please try again, or call 780.718.7117.

Your information is kept private and never shared.
No spam. Ever.

Request received.

Thank you, . I will confirm which return you need and the exact fee before any work begins.

Your Return, Filed by Someone
Who Sees the Whole Picture.

Your return, with next year in mind

Request your return

Request received.

Your Return, Filed by SomeoneWho Sees the Whole Picture.

Your return, with next year in mind

Request your return

Request received.

Your Return, Filed by Someone
Who Sees the Whole Picture.