We're offering 3 new levels of service to better serve you throughout the year at various life stages. After discussions with clients wanting more services throughout the year, we've come up with 3 services levels.
Level 1: Essential Tax Management - $450/month (Limited spots left with Josh Philipchalk, CPA, CA)
Our Essential Tax Management package provides comprehensive tax support and planning services to ensure your financial peace of mind.
Monthly Tax Check-ins
Level 2: Proactive Financial Management - $900/month (call to confirm availability with Josh Philipchalk, CPA, CA)
Elevate your financial management with our Proactive Financial Management package, which includes all Level 1 services plus:
Hands-on Financial Support
Level 3: Financial Concierge (COMING SOON) (Join waitlist - Josh Philipchalk, CPA, CA)
Next steps - if you are interesting in learning more, book a time in Josh's calendar below:
Level 1: Essential Tax Management - $450/month (Limited spots left with Josh Philipchalk, CPA, CA)
Our Essential Tax Management package provides comprehensive tax support and planning services to ensure your financial peace of mind.
Monthly Tax Check-ins
- Email and phone call follow-ups
- Instalment balance monitoring
- CRA account review for notices, audits, or review letters
- Income level and tax bracket assessment
- Zoom calls for the first 3 quarters
- Donation planning and discussion
- Goal check-ins and progress review
- Revenue updates
- Life event check-ins and planning
- Zoom or in-person meeting
- Annual estate and will discussion (Lawyer required for changes)
- Long-term planning check-in (home-buying, rental properties, endowments, education funding)
- Cross-border expert consultation if applicable
- Life insurance review and discussion
- Annual personal tax preparation included
- Audit assistance if required
Level 2: Proactive Financial Management - $900/month (call to confirm availability with Josh Philipchalk, CPA, CA)
Elevate your financial management with our Proactive Financial Management package, which includes all Level 1 services plus:
Hands-on Financial Support
- 75% discount for the second person with couples joining together
- Monthly bill payment assistance
- Home tax submissions (Empty home, speculator, etc.)
- Monthly credit card payment management
- Credit score monitoring and improvement strategies
- Zoom calls for budget updates and planning
- 13-week budget review and adjustment
- Live budget tracking through bank feed integration with QBO and spreadsheet or other budgeting software
Level 3: Financial Concierge (COMING SOON) (Join waitlist - Josh Philipchalk, CPA, CA)
Next steps - if you are interesting in learning more, book a time in Josh's calendar below:
