Rental Income Packages
Joy Beginner
Long-term rental owners
| Personal tax (Employee Essential) | ✔ Included |
| Compliance-focused filing | ✔ CRA-aligned review |
| Basic capital gains (selling stocks/ETFs – T5008) | ✔ |
| Rental properties included | 1 long-term |
| Short-term rental (Airbnb, Vrbo, etc.) | Available if needed |
| Secure client portal & remote service | ✔ |
| GST filings (if required) | Available if needed |
| Additional T-Slips (Beyond Included) | $3 per additional slip |
| Additional properties | $25 per property |
| Scheduled Phone consultation (15-30minutes) | Optional upgrade |
| Video review | Available if needed |
| Year-round quick Q&A | Optional upgrade |
| CRA Correspondence & Inquiry Response | Optional upgrade |
| CRA remittance calc & reminders | Available if needed |
| Detailed capital gains (more complex incl Crypto) | Available if needed |
| Foreign income | Available if needed |
| Tax planning | Available if needed |
Joy Mastery
Mixed rental owners
| Personal tax (Employee Essential) | ✔ Included |
| Compliance-focused filing | ✔ CRA-aligned review |
| Basic capital gains (selling stocks/ETFs – T5008) | ✔ |
| Rental properties included | 1 long-term and short-term |
| Short-term rental (Airbnb, Vrbo, etc.) | Included |
| Secure client portal & remote service | ✔ |
| GST filings (if required) | ✔ |
| Additional T-Slips (Beyond Included) | $1 per additional slip |
| Additional properties | $25 per property |
| Scheduled Phone consultation (15-30minutes) | included |
| Video review | Available if needed |
| Year-round quick Q&A | Included |
| CRA Correspondence & Inquiry Response | Interpretation + File Retrieval |
| CRA remittance calc & reminders | Available if needed |
| Detailed capital gains (more complex incl Crypto) | Available if needed |
| Foreign income | Included |
| Tax planning | Basic |
Joy Supreme
Investors who want everything handled
| Personal tax (Employee Essential) | ✔ Included |
| Compliance-focused filing | ✔ Enhanced CRA-aligned review |
| Basic capital gains (selling stocks/ETFs – T5008) | ✔ |
| Rental properties included | long-term and short-term |
| Short-term rental (Airbnb, Vrbo, etc.) | Included |
| Secure client portal & remote service | ✔ |
| GST filings (if required) | ✔ |
| Additional T-Slips (Beyond Included) | ✔ |
| Additional properties | $20 per additional Property |
| Scheduled Phone consultation (15-30minutes) | included |
| Video review | Included |
| Year-round quick Q&A | included |
| CRA Correspondence & Inquiry Response | Handling on your behalf (incl. replies) |
| CRA remittance calc & reminders | Included |
| Detailed capital gains (more complex incl Crypto) | Included |
| Foreign income | Included |
| Tax planning | In-depth |
Add On
| Add-On Service | Price | Notes |
| Additional rental property | $25 / property | Always add-on |
| Short-term rental reporting | $40 | If not included in package |
| GST filings (if required) | $50 | Only where required |
| CRA correspondence (per incident) | $50 | Includes replies |
| CRA Notice of Assessment / CRA document retrieval | $50 | If not in top tier |
| CRA remittance reminders | $40 / year | GST/HST reminders |
| Video review | $25 | Included in Prestige |
| Year-round support | $75 / year | Investor Q&A |
Augustine Joy
With a strong foundation in tax and finance, Augustine has established himself as a knowledgeable consultant across Canada, known for his analytical skills and integrity in navigating complex financial landscapes.
Education
Business Diploma in Accounting
Institution: Saskatchewan Polytechnic, Canada
Year of Graduation: 2015
Professional Achievements
Tax Professional at H&R Block
Duration: 2015 – 2020
Responsibilities: Tax consultation, preparation, and ensuring compliance with tax laws.Collections and Enforcement Officer, Government of Saskatchewan
Duration: 2020 – 2022
Responsibilities: Managing collections, enforcing tax compliance, and resolving outstanding liabilities.Auditor, Government of Saskatchewan
Duration: 2022 – 2023
Responsibilities: Conducting financial audits, ensuring adherence to standards, and identifying discrepancies.
Other Services:
- Business Consultation and Planning: –
- Business Incorporation and setup with Initial 30-minute Consultation.
- Personal Tax planning, advisory, retirement planning, and other personalized services.
- Audit Representations: This is often charged on an hourly or flat rate basis, depending on the level of expertise required and the complexity of the audit.
- Additional Services –
- Late filing assistance
- Amended returns.
- For unique cases, consultations, or handling complicated tax issues, you might charge an hourly rate, or a flat fee based on the estimated time and complexity involved.
Peace of Mind: Have one of our experts beside you from the moment you receive a CRA assessment or audit, helping you through the process.
- Free Second Look: We’ll review your past year’s return looking for money that others may have missed.
Peace of Mind can be added to any kind of personal tax return with an extra $30 per year!