Professional Accounting and Tax Preparation Services

At Ann Morgan Accounting and Tax Preparation, I specialize in providing personalized accounting and tax solutions designed specifically for individuals and small businesses. I will work closely with you to understand your unique needs, offering expert guidance and customized strategies that make managing your finances simple and stress-free. With a commitment to accuracy, reliability, and year-round support, you can trust that your financial matters are always handled with the utmost care. Let me take care of the numbers—so you have more freedom to focus on your goals, your business, and the things that matter most to you.

 

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Personal Tax Preparation

Let us take the stress out of tax season. We offer thorough and accurate personal tax return preparation, ensuring you receive every deduction and credit you’re entitled to. Our services are designed to maximize your refund and simplify the filing process.

Small Business Accounting

From bookkeeping to financial statements, we handle all aspects of small business accounting. With Ann Morgan Accounting and Tax Preparation, your business finances are organized, compliant, and positioned for growth — so you can focus on running your business.

CRA Audit Support & Advice

Facing a CRA audit or notice? We provide professional guidance and representation to help you navigate the audit process with confidence. Our expertise ensures you’re well-prepared and supported every step of the way.

Packages and Pricing

Basic Tax Return

Ideal for individuals with straightforward tax situations. This plan covers the essentials to ensure your annual tax filing is accurate and compliant. Senior and student discounts available. Use the link below to provide your information.

$75/return

What's Included:

  • Preparation and filing of T1 personal tax return
  • Review of tax slips (T4, T5, etc.)
  • Basic tax credits and deductions
  • CRA e-filing
New Personal Tax Client Info Sheet

Comprehensive Tax Preparation

Perfect for self-employed individuals, or those with more complex financial needs. This plan combines tax preparation with essential accounting support. If you are a new client please fill in the new personal tax client form and use the link below to provide information about your business.

$80-$120/return

What's Included:

  • All Basic Tax Return features
  • Self-employment income reporting
  • Year-round email support
  • Tax planning advice
  • Up to 2 hours of bookkeeping assistance
Self-employment-Income/Expenses

Personal Income Taxes with Rental Property

Perfect for individuals with rental property. This plan combines tax preparation with essential advice and support. If you are a new client please fill in the new personal tax client form and use the link below to provide information about your rental property.

$85/return

What's Included:

  • All Basic Tax Return features
  • Rental income reporting
  • Unlimited email and phone support
  • Year-round email support
  • Tax planning advice
Rental Income/Expense Form

Small Business Full Service

Designed for small business owners who need ongoing accounting and tax support. This all-inclusive package offers peace of mind for your business finances.

$130/month

What's Included:

  • Monthly bookkeeping and reconciliations
  • GST/HST filing and compliance
  • Payroll processing (up to 5 employees)
  • Unlimited email and phone support
Contact for Consultation

Corporate T2 Income Tax Return

This package is geared towards small corporate businesses needing to prepare accurate, compliant T2 returns.

$675/return

What's Included:

  • Preparation and filing of T2 Corporate tax return
  • Two hours of accounting/review of company financial statments
  • If financial statements are not provided they can be completed for an additional fee.
  • Digital copy of T2 return
Contact for Consultation

Corporate Business Full Service

Ideal for small corporate business requiring full service accounting, payroll and sales tax filing.

$200/month

What's Included:

  • Monthly bookkeeping and reconciliations
  • GST/HST filing and compliance
  • Payroll and T4/T5 filing services
  • Unlimited email and phone support
  • P&L reports at the end of each period
Contact for Consultation

Accounting and Tax Services

Unlock your potential with Ann Morgan—where personalized service meets exceptional results. I am dedicated to understanding your unique needs and delivering solutions that make a meaningful difference. Whether you're looking to grow, streamline, or transform, my tailored approach ensures you get the expertise, attention, and outcomes you deserve. Let's work together to achieve your goals and elevate your success!

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For more information or to book a free consultation use this form below

Get in touch with me for all your accounting and tax preparation needs. I am here to help you manage your finances with confidence and clarity.

Tax Season Is Here – File On Time