Advantage
Bennett Chase
Priority Client Program Membership
Year-round tax organization, CRA confidence, and priority support. Stay organized, never miss a deadline, and get first-look support when CRA correspondence arrives.
✉ CRA Notice First-look Review
Upload any CRA letter and receive a plain-language explanation of what it means — so you understand before it becomes a costly problem
☑ Annual Tax Calculator
Automated reminders for personal tax, RRSP cutoffs, GST filings, installments, T4 deadlines, payroll remittances, and WCB returns.
A simple, secure portal to submit organized documents before tax season — no last-minute scrambling, no emailing sensitive files.
↑ Secure Document Upload
A fall questionnaire to identify missing slips, installment exposure, GST obligations, and year-end planning opportunities before December 31.
Plus & Business
◎Annual Readiness Check-In
☑ Annual Tax Calculator
A structured checklist covering T-slips, RRSP contributions, medical expenses, donations, childcare, rental income, home office, and more.
Practical, plain-language tax education delivered every month — keeping you informed and connected to your accountant all year long.
✦ Monthly Tax Tips Email
Priority tax-season access plus a $25–$50 annual credit toward tax preparation after 12 consecutive monthly payments.
★ Priority Booking & Member Credit
Members receive exclusive access to priority scheduling and member-only rates on additional accounting and advisory services throughout the year.
◈ Preferred Client Pricing
Your membership includes the following priority support points:
Membership Tiers
Subscription Membership
Choose the plan that fits your situation.
Basic
Personal
$9.99 per month
For personal tax clients — employees, students, retirees, and newcomers to Canada.
✓Annual tax organizer checklist
✓CRA notice first-look review
✓Personal tax deadline reminders
✓Monthly tax tips email
✓Priority tax-season booking
✓Secure document upload portal
Plus
Self-Employed
$11.99 per month
For sole proprietors, contractors, gig workers, landlords, and side businesses.
✓Everything in Basic
✓GST & installment reminders
✓Business expense checklist
✓Rental income checklist
✓Vehicle log template
✓Year-end readiness questionnaire
✓$25 tax prep credit after 12 months
Most Popular
Self-Employed
Business
For incorporated small businesses and owner-managed corporations.
✓ Everything in Plus
✓Corporate tax deadline reminders
✓GST/payroll filing calendar
✓Salary vs. dividend checklist
✓Year-end corporate document checklist
✓Minute-book reminder
✓$50 tax prep credit after 12 months
$12.99 per month
Incorporated
Not Included
This membership covers administrative support, general tax education, document organization, deadline reminders, and first-look CRA correspondence review only. Tax return preparation, CRA representation, bookkeeping, payroll, GST filing, corporate tax filing, audit defence, tax planning meetings, and formal written opinions are not included and are billed separately at standard engagement rates.
Who It's For
Is this membership
right for you?
1 Personal Tax Clients
2 Sole Proprietors & Contractors
Employees, retirees, students, and newcomers who want priority access and better tax-season organization without surprises.
Tradespeople, consultants, gig workers, and freelancers who need reminders for GST filings, installments, and business expense tracking.
4 New Corporations
3 Landlords & Rental Income Clients
Small landlords with recurring rental income who need a structured annual process for expense documentation and reporting.
Owner-managed businesses not yet ready for full bookkeeping or CFO services who need compliance reminders and deadline management
5 Clients Who Need Structure
Anyone who finds tax season stressful, tends to submit documents late or has received unexpected CRA correspondence in the past.