Osprey Labs ReOrg
Price Plans
features
HoldCo + Estate
HoldCo + Trust
Trust
Legal Instructions
Settle Family Trust #1
Articles of Amendment
Section 85 to freeze shares
Share Subscriptions
Set Up Holding Company
Settle Family Trust #2
Tax Filings
File Election Form for Dean
File Election Form for Cheryl
Valuation
Valuation of Shares of Osprey Labs
Estate Planning
Will Review
Estate Tax Liability
HoldCo + Estate
$11,750
HoldCo + Trust
$8,750
Trust
$6,975
add-ons
HoldCo FS and Taxes
Financial Statements
Tax Return
Preparation of T4 & T5 Slips
Annual Tax Planning
$150/month
Family Trust
Tax Return
Preparation of T3 Slips
Annual Tax Planning
$30/month
Osprey Labs ReOrg - Price Plans