Your return is prepared and reviewed by a Certified Financial Planner who looks past this year's filing — catching the credits you're owed now and the opportunities that matter for your retirement later. Book your spot below, and I'll be in touch to discuss your situation.
Cancellation Fee applies - equivalent to services requested, unless otherwise agreed to in lieu of work not yet performed.
Spouse Briefing, Mini Financial Plan, Portfolio Review, Retirement Readiness Plan and more
A first look at where you stand, at no cost and with no obligation.
| Canada Revenue Reviews & Objections | No Fee Review | Book → |
| DTC Disability Credit Reviews / Refunds | No Fee Review | Book → |
| Additional Tax Preparation Services | No Fee Review | Book → |
| Financial Planning, Tax & Business Planning Review | No Fee Review | Book → |
Fees cover preparation and review time, and include EFILE submission to CRA where eligible.
| T1 Personal Tax Return (Simple Return) | $65 | Book → |
| T1 Personal Tax Return (Complex Return) | $85+ | Book → |
| T1 Sole Proprietorship + Personal Tax Return | $300+ | Book → |
| T1 Non-Resident Personal Tax Return | $500+ | Book → |
| T1 Adjustment (Small Fix) | $60 | Book → |
| T1 Adjustment (Most Adjustments) | $120 | Book → |
| Canada Revenue Reviews & Objections | $60 per 15 minute increments$240/hr | Book a Consult → |
| Additional Tax Preparation Services | $60 per 15 minute increments$240/hr | Book a Consult → |
Fees cover preparation and review time, and include EFILE submission to CRA where eligible.
| T2 Corporate Tax Return | $550+ | Book → |
| T2 Corporate Tax Return (nil) | $120 | Book → |
| Annual Return | $120 | Book → |
| T3 Trust Return | $400+ | Book → |
| Accounting Services | As Needed | Book → |
| DTC Disability Credit Reviews / Refunds | $60 per 15 minute increments$240/hr | Book a Consult → |
| Financial Planning, Tax & Business Planning | $60 per 15 minute increments$240/hr | Book a Consult → |
| Corporate Setup Package Includes: registration, name search, articles, bylaws, bank account, accounting review, software setup | $900+ | Book → |
Already a client? Upload your slips, receipts and documents to your Secure Dropbox. Files are encrypted while they're sent, and go straight to Joanne, never as email attachments.
New to Joanne David Financial? Place yourself in our schedule first. Once you're a client, you'll receive your own secure upload link.
Ready to get started?
Contact Joanne David to inquire or get started.
Filing your return is easy and can be completed over the phone, by Zoom, or in person.