What Sheng Qian CPA Can Do for Investors: Tax Returns, Accounts and Annual Planning

Services and prices for reporting investment income, rental property, registered accounts, corporate investing and annual planning; how to get started

Scott Tang, CPAUpdated 2026-11-052026 rules4 min read

The investment decisions themselves are for you and your investment advisor. What we work out is how the tax should be reported, the tax results of holding investments in different accounts and selling at different times, and the tax effect of which family member holds what; trading decisions are made by you and your licensed advisor. Sheng Qian CPA looks at all of these arrangements together from a tax point of view, so that each year's return is done properly in one go, and before year-end we remind you of what you can still do.

Richmond Hill

Our GTA office, Unit 805, 15 Wertheim Crt.

From $120

Personal tax return, per person (HST included)

From $1,500

Year-round family tax advisor, including year-end planning

15 minutes

A free 15-minute first consultation for new clients (conditions apply)

What we do

1
Tax returns
Dividends, interest, capital gains, rental property
2
Accounts
Tax arrangements for TFSAs, RRSPs, FHSAs and RESPs
3
Family
Income arrangements between spouses and for children
4
Corporations
Investments and dividends in your corporate account
5
Year-end
A planning checklist before the deadlines

Service	What's included	Fee
Personal tax return (T1)	Investment income (T3, T5, T5008), capital gains and losses, benefit and credit applications, e-filing; includes 5 slips, $5 for each additional slip	From $120 per person
Couple or family returns	Separate returns for spouses and dependants, arranged together	From $120 per person
Rental property	Rental income and expenses (T776), capital cost allowance (CCA)	+$120 per property
Foreign property reporting (T1135)	Simplified filing / detailed filing + consultation	From +$100 per person / +$600
Year-round family tax advisor	Returns and add-ons for the whole family, 2–3 quick questions a month, a 1-hour year-end planning session, 1 hour of planning for the next year after filing	From $1,500 a year (HST included)
Holding or investment companies	T2 corporate income tax return, financial statement compilation; arranging dividends and passive income	T2 from $1,300 a year; financial statement compilation from $1,800 (before HST)
Prescribed rate loans, family trusts, estate planning	A lawyer prepares the documents; we handle the tax side	Quoted case by case
CRA reviews, objections, voluntary disclosures	Organizing documents, replies, follow-up	Quoted case by case

About the fees: The amounts above are in CAD. Personal tax prices include HST; prices for corporate services are before HST (as stated on our website). A "from" price is the starting point for common situations; many slips, a large number of transactions, rebuilding your cost base or going back to earlier years all add to the work. The actual fee is as set out in the written quote before work begins; if the work goes beyond what was agreed, we explain first and continue only once you confirm.

Who does what

Investment decisions are yours. We don't recommend specific stocks, funds or insurance products. When you need product advice, please see a licensed investment advisor or insurance advisor; we work with them on the tax side.

Tax arrangements are ours. Which account the same money sits in, who holds it and in which year it is realized can affect your tax more than differences in returns. We work these out so that you and your advisor have numbers to look at when you make decisions.

Planning meetings depend on the scope of service. The Year-round family tax advisor service includes the agreed year-end planning and the next-year planning after filing; whether a single tax return or another engagement includes a planning meeting is as set out in the written agreement.

Visit our office

Unit 805, 15 Wertheim Crt., Richmond Hill, ON L4B 3H7

Beaver Creek business park, Richmond Hill · Near Highway 7 and Leslie Street
A few minutes to Highways 404 and 407 · Viva rapid transit nearby · Underground and surface parking

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How to get started

1
Book a consultation
Tell us about your accounts and investments
2
Document checklist
We list the slips and records you need to prepare
3
Written quote
We set the scope and the fee
4
Filing completed
We explain the results after filing; planning meetings depend on the service you choose

Sources

Sheng Qian CPA fees: sqcpa.ca/fees (October 31, 2026 version)

Disclaimer

This article describes the scope of Sheng Qian CPA's services. The specific services and fees are as set out in our written quote. We do not provide advice on investment or insurance products.