Income Tax Preparation
We offer income tax preparation for individuals, sole proprietors and corporations. With a straightforward pricing structure and flexible document submission, we take the stress and pain out of getting your taxes done.
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As we operate as a drop-off and/or virtual service, an initial appointment is not necessary to work with us for income tax preparation. We do not offer "while you wait" appointments.
Pricing (prices are per person, HST included)
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Personal - standard: $60
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Personal - rental income: $125
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Sole proprietor: $150
Click the buttons for instructions for:
Personal - Standard
$60 per person, HST included
​1. Complete tax questionnaire:
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Required for first time clients or if there has been a change to your contact information, marital status or dependents
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This form can be completed electronically (type in and save) or printed out and handwritten
​2. Gather and submit documents
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Download and review our Tax Documents Checklist to help you gather your documents
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We do not require a copy of this document with your tax documents
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Option 1: Drop off paper copies to our secure drop box located on the front porch of our home office at 145 George St E, Newcastle
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Option 2: Submit documents electronically using our secure document portal

Once we have completed your return, we will contact you with the outcome and to make arrangements for next steps. If you are a first time client, we will need to verify your identity using photo ID (done in person for a paper tax return or via DocuSign for a virtual tax return).
Using the drop box will result in a paper tax return that we will provide to you after signatures are completed. Using our online portal will result in a fully virtual tax return where we will use DocuSign for electronic signature and ShareFile to send a secure download to you with your full tax package. The choice is completely yours based on what you prefer and are most comfortable with.
Personal - Rental Income
$125 per person, HST included
Please note that the price of $125 is dependent on you providing summary totals of income and expenses. If additional bookkeeping/paperwork processing is needed to arrive at those totals, additional hourly fees will apply.
​1. Complete tax questionnaire:
-
Required for first time clients or if there has been a change to your contact information, marital status or dependents
-
This form can be completed electronically (type in and save) or printed out and handwritten
​2. Gather and submit documents
-
Download and review our Tax Documents Checklist to help you gather your documents; be sure to review the Rental Income section for how to categorize your summary totals
-
We do not require a copy of this document with your tax documents
-
Option 1: Drop off paper copies to our secure drop box located on the front porch of our home office at 145 George St E, Newcastle
-
If we will be doing additional bookkeeping/paperwork processing and you have a large amount of paperwork to drop off, please contact us to set up a drop off time
-
Option 2: Submit documents electronically using our secure document portal

Once we have completed your return, we will contact you with the outcome and to make arrangements for next steps. If you are a first time client, we will need to verify your identity using photo ID (done in person for a paper tax return or via DocuSign for a virtual tax return).
Using the drop box will result in a paper tax return that we will provide to you after signatures are completed. Using our online portal will result in a fully virtual tax return where we will use DocuSign for electronic signature and ShareFile to send a secure download to you with your full tax package. The choice is completely yours based on what you prefer and are most comfortable with.
Sole Proprietor
$150 per person, HST included
Please note that the price of $150 is dependent on you providing summary totals of income and expenses. If additional bookkeeping/paperwork processing is needed to arrive at those totals, additional hourly fees will apply.
​1. Complete tax questionnaire:
-
Required for first time clients or if there has been a change to your contact information, marital status or dependents
-
This form can be completed electronically (type in and save) or printed out and handwritten
​2. Gather and submit documents
-
Download and review our Tax Documents Checklist to help you gather your documents for the personal portion of your return
-
We do not require a copy of this document with your tax documents
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Complete the Self Employed Income & Expenses Worksheet
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This form can be completed electronically (type in and save) or printed out and handwritten
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If you are a monthly bookkeeping client with Beacon Heights, we do not require this form from you as we already have the necessary information

-
Option 1: Drop off paper copies to our secure drop box located on the front porch of our home office at 145 George St E, Newcastle
-
If we will be doing additional bookkeeping/paperwork processing and you have a large amount of paperwork to drop off, please contact us to set up a drop off time
-
Option 2: Submit documents electronically using our secure document portal
Once we have completed your return, we will contact you with the outcome and to make arrangements for next steps. If you are a first time client, we will need to verify your identity using photo ID (done in person for a paper tax return or via DocuSign for a virtual tax return).
Using the drop box will result in a paper tax return that we will provide to you after signatures are completed. Using our online portal will result in a fully virtual tax return where we will use DocuSign for electronic signature and ShareFile to send a secure download to you with your full tax package. The choice is completely yours based on what you prefer and are most comfortable with.
Corporate Tax Returns
No matter the size of your business, tax returns for corporations have different requirements. We will work with you to ensure compliance without over-complicating the process.
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Please contact us for more information about corporate tax returns.