Schedule A CallFor your convenience, our up-to-date availability calendar is accessible to clients to schedule service calls and appointments at a time that is best suited to you! This way, you don't ever have to worry about getting a hold of us, no ...
COMPLIMENTARY New Client Intake Consultation Phone CallComplimentary Service 15 minutes initial intake phone consultation session to assess client's individual/business financial needs and goals, suggest most suitable service package solutions, and identifying next steps in achieving resul ...
Business Bookkeeping, Accounting, and Payroll Management
- COMPLIMENTARY New Client Intake Consultation Phone Call
Complimentary Service 15 minutes initial intake phone consultation session to assess client's individual/business financial needs and goals, suggest most suitable service package solutions, and identifying next steps in achieving resul ...
COMPLIMENTARY Service Quote - Business Partnering Accounting Solutions PackageComplimentary Service Quote 20 minutes initial intake phone consultation to evaluate a COMPLETE & CUSTOMIZABLE outsourcing solution best suited to your current and future business bookkeeping & accounting needs, short-term & long-term f ...
COMPLIMENTARY Service Quote - Business Bookkeeping & Accounting ServicesComplimentary Service Quote 20 minutes initial intake phone consultation to discuss business bookkeeping and accounting-related services needs. A complimentary service quote will be provided during the intake phone consultation. Proc ...
COMPLIMENTARY Service Quote - Payroll Management SolutionsComplimentary Service Quote 20 minutes initial intake phone consultation to discuss business Payroll process and management & Human Resource management services needs. A complimentary service quote will be provided during the intake ph ...
Business Training & Seminars
- COMPLIMENTARY New Client Intake Consultation Phone Call
Complimentary Service 15 minutes initial intake phone consultation session to assess client's individual/business financial needs and goals, suggest most suitable service package solutions, and identifying next steps in achieving resul ...
Small Business Tax 101 - PrivateCA$350.00
Session includes: 90 minutes virtual or on-site* private training - Introduction to managing your business bookkeeping and tax-saving opportunities. Providing solutions specifically to your business needs. Limited to one client per ...
Bookkeeping & Accounting Essentials - PrivateCA$450.00
Session includes: Two hours virtual or on-site* private training - Introduction to bookkeeping process and reconciliation, accounting concepts, principles and financial statements. Limited to one client per session. (Prices inclu ...
Group Seminars15 minutes initial phone intake consultation session to discuss your training needs and to obtain a complimentary training service quote. Available virtual or on-site* for Small Business Tax 101, Bookkeeping & Accounting Essentials, an ...
Consultation Services
- COMPLIMENTARY New Client Intake Consultation Phone Call
Complimentary Service 15 minutes initial intake phone consultation session to assess client's individual/business financial needs and goals, suggest most suitable service package solutions, and identifying next steps in achieving resul ...
Consultation Service - Individual/PersonalCA$150.00
Session includes: 60 minutes customized consultation on the following topic areas: discuss current and future personal needs and goals, tax implications, eligible write-offs, tax saving opportunities, tax planning strategies, providing ...
Consultation Service - Business/CorporationCA$150.00
Session includes: 60 minutes customized consultation, may include (but not limited to): Business Planning - Strategic Tax Planning, Financial & Cost-Benefit Analysis, CFO Financial Services, Risk & Disaster Management Business Process ...
Unincorporated Business Start-Up & RegistrationCA$360.00
Service includes: 60 minutes initial intake consultation to discuss your business needs and requirements. Business name reservation & registration, CRA business account, Government account registrations: GST/HST, PST/RST, Payroll, W ...
Should I Incorporate?CA$360.00
Service includes two sessions: 20 minutes initial intake consultation to discuss your current tax situation, pros and cons of incorporating, and gather required business details for tax implication assessment & cost-benefit analysis. T ...
Corporation Start-Up & RegistrationCA$450.00
Service includes: 60 minutes initial intake consultation to discuss your business needs and requirements. Business name reservation, standard incorporation, CRA business account, Government account registrations: GST/HST, PST/RST, Pay ...
Business DissolutionCA$260.00
Service includes: 20 minutes initial intake consultation to discuss your business needs and requirements. Business and business name dissolution, CRA business account, Government account closures: GST/HST, PST/RST, Payroll, Worker's ...
Filing & Misc Services: GST/HST, PST, WCB, TSlips, etc.
- COMPLIMENTARY New Client Intake Consultation Phone Call
Complimentary Service 15 minutes initial intake phone consultation session to assess client's individual/business financial needs and goals, suggest most suitable service package solutions, and identifying next steps in achieving resul ...
GST/HST/PST/WCB & Misc Forms FilingCA$110.00
$110 per Filing + taxes Service includes: 15 minutes initial intake phone consultation to discuss services provided for business GST/HST/PST/WCB filing. Each return is considered as a separate service. (Prices including electronic d ...
T-Slip & T-Slip Sum FilingCA$201.60
$150 Base Rate + $30 per Tax Slip + Tax Service includes: 15 minutes initial intake phone consultation; reconciliation of source deduction remittances, assessment of over/under CPP and EI deductions, issuance and CRA submission of Tax ...
QuickBooks ProAdvisor Setup, Training, Review and Support Packages
- COMPLIMENTARY New Client Intake Consultation Phone Call
Complimentary Service 15 minutes initial intake phone consultation session to assess client's individual/business financial needs and goals, suggest most suitable service package solutions, and identifying next steps in achieving resul ...
QuickBooks APP IntegrationSession includes: COMPLIMENTARY 20 minutes consultation to evaluate existing and current business internal bookkeeping & external CRM process needs, in determining APP Integration Solutions & Opportunities to maximize internal & extern ...
QuickBooks Setup or MigrationCA$450.00
Session includes: 20 minutes consultation to evaluate existing and current business bookkeeping needs to further setup an automated and efficient QuickBooks system tailored to client: Chart of Accounts, Customers, Accounts Receivable, ...
QuickBooks TrainingCA$450.00
Session includes: Two hours customized virtual or on-site* training - Introduction to QuickBooks functions, review of bookkeeping process and accounting basics, bookkeeping shortcuts to efficiently manage business records. Includes ...
- QuickBooks Review
CA$300.00
Includes two sessions: 60 minutes QuickBooks Review of existing QuickBooks transactions, entries and financial statements & preparing summarized feedback documentation capturing review findings: errors, adjustments, recommendations, be ...
QuickBooks Setup or Migration & Training PackageCA$800.00
Package includes two sessions: 30 minutes consultation to evaluate QuickBooks Setup & Migration needs & process Two hours customized virtual or on-site* system training, including one month of email support for QuickBooks function in ...
- QuickBooks Review & Training Package
CA$700.00
Package includes three sessions: 60 minutes of QuickBooks Review 60 minutes of Review Feedback Conference Call Two hours of customized virtual or on-site* training and review, including one month of email support for QuickBooks fun ...
QuickBooks & Accounting Support Package - BASIC60 $157.50/monthInitial consultation for BASIC60 PLAN subscription - $157.50/month Up to 60 minutes of monthly hands-on remote support through conference call format with screen share capabilities & QBO Accountant access. Supporting QuickBooks functi ...
QuickBooks & Accounting Support Package - ENHANCED60 $315/monthInitial consultation for ENHANCED60 PLAN subscription - $315/month Inclusions of BASIC60 PLAN + high-level financial commentaries highlighting areas of concerns within Income Statement & Balance Sheet for clients to further review & in ...
QuickBooks & Accounting Support Package - INCLUSIVE60 $472.50/monthInitial consultation for INCLUSIVE60 PLAN subscription - $472.50/month Inclusions of ENHANCED60 PLAN + unlimited remote support to follow on topics discussed during the call + adjustments of Ask My Account GL Account transactions: cli ...
QuickBooks & Accounting Support Package - UNLIMITED ELITE (EXTERNAL ACCOUNTING CONTROLLER) $1575/monthInitial consultation for UNLIMITED ELITE PLAN subscription - starting at $1575/month UNLIMITED Hands-on QuickBooks and Accounting Remote Support & Mentorship with your dedicated QBO ELITE ProAdvisor/Accounting Professional. Access to F ...
Tax Preparation & Filing Services - K Liu Accounting Services Office Appointment
- COMPLIMENTARY New Client Intake Consultation Phone Call
Complimentary Service 15 minutes initial intake phone consultation session to assess client's individual/business financial needs and goals, suggest most suitable service package solutions, and identifying next steps in achieving resul ...
COMPLIMENTARY RRSP & Tax Planning Services15 minutes initial intake phone consult. Available to clients in the month of Jan, prior to RRSP deadline. Appointments are conducted in virtual meeting format (video or phone conferencing). Clients are asked to submit the followin ...
Personal T1 Tax Return Filing - STANDARD (incl. simplified method of Home Office Expense Claim)CA$75.00
$75 per Individual per Filing Individual tax return preparation and filing services. Basic return includes unlimited T-slips & available tax credits. Complimentary tax planning services are inclusive & available to clients in the mont ...
Personal T1 Tax Return Filing - REAL ESTATE RENTAL ACTIVITIES (including up to 2 rentals) and/or COMMISSION & T2200 Employee Expense DeductionsCA$190.00
$190 per Individual per Filing Individual tax return preparation and filing services. Return includes unlimited T-slips & available tax credits, real estate rental activities, allowable employee expenses, trucking employees’ deductions. ...
Personal T1 Tax Return Filing - BUSINESS(ES): Unincorporated Sole & Partnership, Self-Employed, Contractor(s), FARM , REAL ESTATE RENTAL ACTIVITIES (For more than 2 properties, up to 4 properties. Extra $110+tax per each additional property > 4)CA$330.00
$330 per Individual per Filing Individual tax return preparation and filing services. Return includes unlimited T-slips & available tax credits, business/farm/real estate rental activities, allowable employee expenses, trucking employee ...
Corporation T2 Tax Engagement Service - Starting @ $800Initial intake session with client(s) to discuss process & obtain required documents for the T2 Corporation Tax Return Forms Preparation process. (Prices including taxes & electronic delivery of finalized documents) IMPORTANT NOTE: Se ...
Trust T3 Income Tax & Information ReturnCA$330.00
$330 per Trust Filing Trust income tax & information return preparation and filing services. Complimentary tax planning services are inclusive & available to clients in the months of January & February, prior to RRSP deadline. Processi ...
Tax Preparation & Filing Services - On-Site/In-Home Appointment ***SATURDAYS ONLY***
- COMPLIMENTARY New Client Intake Consultation Phone Call
Complimentary Service 15 minutes initial intake phone consultation session to assess client's individual/business financial needs and goals, suggest most suitable service package solutions, and identifying next steps in achieving resul ...
- Personal T1 Tax Return Filing - STANDARD (incl. simplified method of Home Office Expense Claim)
CA$75.00
$75 per Individual per Filing Individual tax return preparation and filing services. Basic return includes unlimited T-slips & available tax credits. Complimentary tax planning services are inclusive & available to clients in the mon ...
- Personal T1 Tax Return Filing - REAL ESTATE RENTAL ACTIVITIES (including up to 2 rentals) and/or COMMISSION & T2200 Employee Expense Deductions
CA$190.00
$190 per Individual per Filing Individual tax return preparation and filing services. Return includes unlimited T-slips & available tax credits, real estate activities, allowable employee expenses, trucking employees’ deductions. Compl ...
Personal T1 Tax Return Filing - BUSINESS(ES): Unincorporated Sole & Partnership, Self-Employed, Contractor(s), FARM , REAL ESTATE RENTAL ACTIVITIES (For more than 2 properties, up to 4 properties. Extra $110+tax per each additional property > 4)CA$330.00
$330 per Individual per Filing Individual tax return preparation and filing services. Return includes unlimited T-slips & available tax credits, business/farm/real estate activities, allowable employee expenses, trucking employees’ dedu ...
- Trust T3 Income Tax & Information Return
CA$330.00
$330 per Trust Filing Trust income tax & information return preparation and filing services. Complimentary tax planning services are inclusive & available to clients in the months of January & February, prior to RRSP deadline. Processi ...
Virtual/Remote Tax Preparation & Filing Services - Filing Review & Consultation Appointment
- COMPLIMENTARY New Client Intake Consultation Phone Call
Complimentary Service 15 minutes initial intake phone consultation session to assess client's individual/business financial needs and goals, suggest most suitable service package solutions, and identifying next steps in achieving resul ...
- COMPLIMENTARY RRSP & Tax Planning Services
15 minutes initial intake phone consult. Available to clients in the month of Jan, prior to RRSP deadline. Appointments are conducted in virtual meeting format (video or phone conferencing). Clients are asked to submit the followin ...
- Personal T1 Tax Return Filing - STANDARD (incl. simplified method of Home Office Expense Claim)
CA$75.00
$75 per Individual per Filing Individual tax return preparation and filing services. Basic return includes unlimited T-slips & available tax credits. Complimentary tax planning services are inclusive & available to clients in the mon ...
- Personal T1 Tax Return Filing - REAL ESTATE RENTAL ACTIVITIES (including up to 2 rentals) and/or COMMISSION & T2200 Employee Expense Deductions
CA$190.00
$190 per Individual per Filing Individual tax return preparation and filing services. Return includes unlimited T-slips & available tax credits, real estate activities, allowable employee expenses, trucking employees’ deductions. Compl ...
Personal T1 Tax Return Filing - BUSINESS(ES): Unincorporated Sole & Partnership, Self-Employed, Contractor(s), FARM , REAL ESTATE RENTAL ACTIVITIES (For more than 2 properties, up to 4 properties. Extra $110+tax per each additional property > 4)CA$330.00
$330 per Individual per Filing Individual tax return preparation and filing services. Return includes unlimited T-slips & available tax credits, business/farm/real estate activities, allowable employee expenses, trucking employees’ dedu ...
- Corporation T2 Tax Engagement Service - Starting @ $800
Initial intake session to meet with client(s) to discuss process & obtain required documents for the T2 Corporation Tax Return Forms Preparation process. (Prices including taxes & electronic delivery of finalized documents) IMPORTANT N ...
- Trust T3 Income Tax & Information Return
CA$330.00
$330 per Trust Filing Trust income tax & information return preparation and filing services. Complimentary tax planning services are inclusive & available to clients in the months of January & February, prior to RRSP deadline. Processi ...
Add-On Document Processing & Handling Services
Printing Service Surcharge $1/page - Complimentary Electronic & Fax Copies AvailableCA$1.00
As a cloud-first organization, K Liu Accounting Services Inc. manages all communications and documents electronically, and we encourage our clients to do so as well due to risk management purposes. Original electronic documents are sent to clients by email once services are finalized, additional electronic copies can be request at any time as part of our complimentary services. Fax documents can also be requested as complimentary service. Hard copies may be requested by sending us verbal or electronic written requests detailing the documents you are requesting to print. Printing service fee, standard processing & handling surcharge fee of $1/page of requested document, is due prior to carrying out such services, payment of invoice acts as consent & authorization to carry out the services listed.
Third-Party Courier/Delivery Service Surcharge (within Winnipeg ONLY)CA$20.00
As a cloud-first organization, K Liu Accounting Services Inc. manages all communications and documents electronically, and we encourage our clients to do so as well due to risk management purposes. Original electronic documents are sent to clients by email once services are finalized, additional electronic copies can be request at any time as part of our complimentary services. Fax documents can also be requested as complimentary service. It is clients' responsibility to make arrangements to obtain hard copy documents from K Liu Accounting Services Inc. and to ensure availability at time of delivery. K Liu Accounting Services Inc. will arrange the courier/delivery service with third-party courier/delivery company upon clients' request, K Liu Accounting Services Inc. acts solely as an intermediary in arranging schedule of courier/delivery service based on clients' requests, and is not responsible for the services provided by the third-party courier/delivery company. Courier/delivery service fee, $20 per package per one-way service, is due prior to arranging such services, payment of invoice acts as consent and authorization to carry out the services listed.
