Tax Preparation Quotes and Services -

  Dear Sir/Madam, 
  I am a Canadian citizen livign and working in the US and am interested in using your tax preparation and tax advice services. I would like to get a quote from you on how much a tax consultation and tax preparation would cost for next year. Here are the highlights of my status: 
  1. Married, but wife is not working 
  2. Living in California 
  3. Moved to the US 2 year ago. Taxes for past 2 years were prepared by a firm specializing in US/Canada tax. 
  I am also interested in getting advice on purchasing a house in Toronto Canada and the tax/finanicial implications of doing so. I would appreciate it if you could provide me with the quote for the tax preparation and for getting advice on the real estate (separately). 
  Thank you in advance. 
  david ingram replies
  I usually quote between $800 and $2,800 for US / Canada Tax Preparation.
  I charge $400.00 Cdn per hour plus 6% GST if the client is in Canada and the work is staying in Canada and/or returning to Canada.
  The following is a price guideline which is posted on the web site which i send out when requested.
  Note that phone consultations tend to be $400 and would likely, usually cover your real estate question.  If you have paid for a consultation and phone back with a 5 minute follow up a couple of times, I do not usually charge for that 5 minute follow up.
David Ingram's US / Canada Services
US / Canada / Mexico tax, Immigration and working Visa Specialists
US / Canada Real Estate Specialists
My Home office is at:
4466 Prospect Road
North Vancouver,  BC, CANADA, V7N 3L7 
Cell (604) 657-8451 - 
(604) 980-0321 Fax (604) 980-0325 
Calls welcomed from 10 AM to 9 PM 7 days a week  Vancouver (LA) time -  (please do not fax or phone outside of those hours as this is a home office)
email to taxman at
David Ingram gives expert income tax & immigration help to non-resident Americans & Canadians from New York to California to Mexico  family, estate, income trust trusts Cross border, dual citizen - out of country investments are all handled with competence & authority.
Phone consultations are $400 for 15 minutes to 50 minutes (professional hour). Please note that GST is added if product remains in Canada or a phone consultation is in Canada.
This is not intended to be definitive but in general I am quoting $800 to $2,800 for a dual country tax return.
$800 would be one T4 slip one W2 slip one or two interest slips and you lived in one country only - no self employment or rentals or capital gains - you did not move into or out of the country in this year.
$1,000 would be the same with one rental 
$1,200 would be the same with one business no rental
$1,200 would be the minimum with a move in or out of the country. These are complicated because of the back and forth foreign tax credits. - The IRS says a foreign tax credit takes 1 hour and 53 minutes.
$1,500 would be the minimum with a rental or two in the country you do not live in or a rental and a business and foreign tax credits  no move in or out 
$1,600 would be for income from two countries  for two  people 
$2,800 would be all of the above and you moved in and out of the country.
This is just a guideline for US / Canadian returns
We will still prepare Canadian only (lives in Canada, no US connection period) with two or three slips and no capital gains, etc. for $150.00 up.
With a Rental for $350
A Business for $350 - Rental and business likely $450
And an American only (lives in the US with no Canadian income or filing period) with about the same things in the same range with a little bit more if there is a state return.
Moving in or out of the country or part year earnings in the US will ALWAYS be $800 and up.
TDF 90-22.1 forms are $50 for the first and $25.00 each after that when part of a tax return.
8891 forms are generally $50.00 to $100.00 each.
18 RRSPs would be $900.00 - (maybe amalgamate a couple)
Capital gains *sales)  are likely $50.00 for the first and $20.00 each after that.
Just a guideline not etched in stone. 
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