Tap Wealth Inc
Price Plans
features
Controller+
Controller
Support
Software
Xero
Expensify (up to 5 users)
Hubdoc
Compliance
For the Year Ended
Dec 31, 2017
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
T4/T5 Information Returns
GST/HST/PST return
Tax planning
Management letter
Post balances in Xero
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly Review of Reconciliation
Quarterly Management Discussion
Payroll
Payroll management
CRA Payroll Audit Support
On boarding of new employees
Terminations and ROEs
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Controller+
$1,250
per month
Controller
$850
per month
Support
$650
per month
add-ons
Personal Taxes
T1 Personal Tax
CRA Basic Audit Support
$20/month
Catch-up
$200/month
Tap Wealth Inc - Price Plans