** APRIL 21, 2023 UPDATE - sign-up is now closed for the 2022 tax season; if you have any questions, or are a returning client looking to see if we can squeeze you in, please give us a call 807-935-8386 or email dominique@chenardwealth.com **
Welcome to Chénard Wealth's sign-up page!
For those of you returning - this year we are operating on a "first come, first serve" basis, instead of pre-booking appointments in Calendly.
This will allow us to spend extra time on your file as needed, and to accommodate those that need more time to gather their information & go over deductions and credits. Our team will reach out to you with questions while putting your file together - if you provide us with your tax documents (and CRA Access) early and aren't waiting on an RRSP slip, we may get to your file sooner than with our old system. Thank you in advance for your patience and flexibility.
Our services include access to our client-only video guidance, our tax checklist, and self-employed & rental income worksheets, which you will get access to right after submitting this form. You also get access to our team while preparing your tax return to go through your questions and recommended tax strategies.
If you have a brand new business, or had lots of changes in 2022, we recommend reaching out as early as possible during tax season to discuss your situation.
By booking your appointment, you agree to our fee schedule as listed below:
Fees (+ HST)
Basic return:
- $175/individual
- $275/couple or family
If self-employed:
- $275/self-employed individual
- $375/self-employed family
The following fees may also be applicable (we will give you a heads up):
- $125/hr for extra work, at a minimum of 1/2 hour. For example: recording rental property income and expenses, setting up a new business, recording disposition of properties or equipment, researching less common deductions and credits.
- $60/hr for adding up receipts for rental properties or small businesses (i.e. bookkeeping), at a minimum of 1/2 hour. We are happy to take this on for you if you didn't get as organized as you would've liked in 2022!
Extra notes:
- Please note we do not do corporate tax returns (T2), US tax returns, or year-round bookkeeping/payroll. If you require those services and are looking for an accountant that can be a good fit, please reach out and I am happy to connect you.
- We no longer have an on-site administrative assistant this year, and our team works "hybrid" between in-office and working from home. If you are unable to provide your documents digitally and are looking to coordinate physical drop-off of documents, please send us an email at admin@chenardwealth.com to coordinate a time and location.
