Reposting. How much would you charge for a T1135 in the following cases:
a) one investment in one country
b) several investments in several countries (by # of investments? or by # of countries?)
c) several investments in several countries held at one brokerage?
(Apologies if this is a duplicate, this is my first year on the forum.)
Way back when I started I had “individual form prices” (I had briefly worked for H&R and did what they did). Then I discovered that was not working for me. Now I simply charge clients for the value they receive.
I’ve never had a complaint.
And, for the most part, having just completed a couple of reasonably messy T1135s, the brokers provide the info and I’ve developed a template spreadsheet to aggregate it into “T1135-style” reporting, so it just forms part of the overall work. Pivot Tables are your pals.
Haven’t done any that are non-broker accounts at this point.