Engage Reorganization 2016
Price Plans
features
Comprehensive
Enhanced
Status Quo
Legal Instructions
Instruction letter to lawyer
Adjustments to HoldCo share structure (as applicable)
Coordinate share subscriptions
Review of legal documents
Set up family trust
Audit Support
CRA audit support
Valuation
Valuation of Engage (Notice to Reader)
Tax Filings
Section 85 Freeze (Engage Shares - Kevin)
Report disposition of shares (Kevin)
Section 85 Freeze (Engage Shares - Ian)
Comprehensive
$9,450
Enhanced
$5,250
Status Quo
$0
add-ons
Holding Company
Holding Company
Financial Statements (Notice to Reader)
T2 Corporate tax return
Preparation of T4 & T5 Slips
Trial balance and adjusting entries
Tax Planning
$150/month
Family Trust
Family Trust
Financial statements (Xero)
T3 Trust Tax Return
Preparation of T3 Slips
Trial balance and adjusting entries
Annual Tax Planning
$30/month
Engage Reorganization 2016 - Price Plans
