CW Books & Tax
Remote-first bookkeeping & tax — serving Edmonton & Canada
Edmonton · bookkeeping · personal & corporate tax

Books and taxes, priced before we start.

Pick what you need, see the published price, and get it in writing. No admin fee, no setup fee, no surprise invoice — and a real person reviews the work before it is filed.

  • Published prices. Bookkeeping from $349/mo · corporate year-end from $1,500 · T1 returns from $149 by document count.
  • Fixed quote in writing before any work begins. Self-employed returns and catch-up bookkeeping are quoted after a short conversation.
  • CRA EFILE-registered — and a free Fresh Eyes Review of one prior-year return, capped weekly.

We reply within one business day, Mon–Fri

Start where you are

Three front doors, one ladder. Bookkeeping can become a year-end package; a personal return can become planning. We quote each step in writing.

Bookkeeping & corporate

from $349/mo

Monthly books that end in a clean year-end instead of a shoebox. T2 + NTR financials and GST/HST filing included in packages.

  • Kickstart $349 · Core $549 · Growth $849 per month
  • T2 + NTR from $1,500 · NTR alone $750
  • Annual owner package from $4,800/year

Business pricing →

Personal tax

from $149

Simple employment returns, rentals, investments, gig income and self-employment — flat tiers, quoted in writing.

  • T1 by document count: up to 5 docs $149 · 6–15 docs $249 · 16+ from $349
  • Self-employed / business income (T2125): consultation before quote
  • Extra rental +$125 · extra slip +$25
  • Prior-year adjustment $125 (quoted first)

Personal tax pricing →

Tax planning

from $325

Decisions made before December 31 cost less than corrections made in April. Salary vs dividends, RRSP/TFSA order, expense timing, instalments.

  • Individual planning session $325 (45 min + summary)
  • Owner planning review $450 (90 min + 2-page memo)
  • Credited toward an engagement within 30 days

Planning details →

What it costs

Every price below is CAD before GST/HST and confirmed in writing after a short scope check. If your file is more complex, you hear the number before we touch it.

ServiceWhat's includedPrice
Bookkeeping — Kickstart≤50 transactions/month, 1 bank/credit account, reconciliations, monthly report$349/mo
Bookkeeping — Core≤150 transactions/month, 2 accounts, quarterly GST/HST included$549/mo
Bookkeeping — Growth≤400 transactions/month, multi-entity/POS, monthly reporting$849/mo
GST/HST returnOne filing period, reconciliation and reminder for the nextfrom $99
T2 + NTR financialsCorporate return and notice-to-reader statements; inactive $700, active from $1,500from $1,500
Owner's annual package12 months bookkeeping + T2 + NTR + 4 GST/HST filings + year-end planning reviewfrom $4,800/yr
T1 — up to 5 documentsEmployment slips, RRSP, medical, donations, tuition; e-file and CRA correspondence included. Priced by document count, not a flat fee.from $149
T1 — 6 to 15 documentsMultiple slips, investments, one rental property, student/senior filesfrom $249
T1 — 16 or more documentsLarger investment or rental files — quoted in writing after a document review, no surprise add-onsfrom $349
Self-employed / business incomeT2125, gig/contractor/commission income — consultation before quoteconsult first
Prior-year adjustmentT1-ADJ or refile — quoted in writing after a Fresh Eyes Review$125

Prices CAD, before GST/HST. Annual prepay discount available. Scope limits shown are the margin guardrail — if your file exceeds them, we quote the difference before starting. No admin fee, no setup fee, no card surcharge.

The free Fresh Eyes Review

A prior-year review is the no-cost way to find out whether your last return was done properly — and whether we are a fit.

What you get

  • One previously filed personal or corporate return reviewed for missed credits, filing errors and obvious CRA-letter risk.
  • A one-page findings note within 5 business days: what is worth fixing, and what is not.
  • If a fix is worth doing, a written quote first — no surprise invoice, no pressure.
  • If there is nothing to fix, you still get a straight answer.

Capped weekly (8 a week off-season, 3 a week in season). One return per household. You authorize us on CRA My Account, or send your Notice of Assessment and the filed return.

Who it is for

  • Anyone who filed themselves and wonders if they missed something.
  • Owners whose corporate year-end was prepared somewhere else.
  • People who received a CRA review letter and want a second opinion.

Request a Fresh Eyes Review

Not tax advice on a filed return, and not a refund promise. The review is a service; any correction is quoted separately.

How it works

Three steps. No portal training required, no “contact us and wait three days”.

Tell us what you have

A few quick questions — what you need, how to reach you, and anything we should know. Takes two minutes.

Get a fixed written price

We reply as quickly as possible with the price, the documents we need and a filing date. If the scope is unusual, we say so and quote it.

Send documents securely

We never ask for a SIN through a web form. Documents go through a secure link, and your return is reviewed by a person before it is filed.

Questions people ask before getting started

Why is your price higher than the “$60 tax return” sign?

Those signs are usually a base price that excludes schedules, slips, rentals, investments and e-file — the invoice ends up elsewhere. Our published price includes the listed scope, and the quote is fixed before we start. If a cheaper preparer is right for a simple return, we will tell you.

How is a T1 priced?

By the number of documents your return needs — document-count tiers: up to 5 documents starts at $149, 6–15 starts at $249, 16+ starts at $349 and is quoted after review. Self-employed or business income (T2125) always starts with a consultation before a quote. Add-ons are quoted up front: extra rental property +$125, capital-gains schedule beyond 20 transactions +$75, prior-year adjustment $125.

Do I need to come in?

No. Most clients start by phone or video, then send documents through a secure link. We serve Edmonton and area, and remote clients across Alberta and Ontario.

I run a corporation. What does the year-end cover?

The T2 corporate return plus notice-to-reader financial statements. If we also do your bookkeeping, the package price is from $4,800/year including four GST/HST filings and a year-end planning review. Inactive corporations start at $700.

What does the free Fresh Eyes Review actually include?

One previously filed return, reviewed for missed credits, errors and CRA-letter risk, with a one-page findings note in 5 business days. It does not include re-filing; if a correction is worth doing, we quote it first.

How fast will I hear back?

We reply within one business day, Mon–Fri.

What documents do I need to send?

For a T1: your slips (T4/T4A/T5), RRSP and donation receipts, medical receipts if claiming, and last year’s Notice of Assessment. For a corporation: bank statements, sales/expense records and the prior year-end package. We send a short checklist after the quote.

Can you help if CRA has already sent a letter?

Yes — bring the letter. We explain what it is asking, the deadline to respond and what to send. That conversation is part of the engagement, not a separate surprise fee.

Get a fixed price in writing

Two minutes now, a written quote as quickly as possible. No SIN, no tax documents in this form — we ask for those through a secure link after the scope check.

Do not send your SIN, tax slips or CRA credentials through this form. We will send a secure upload link.

Or call (647) 771-7827