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Tax Services

Our clients depend on us to be professional taxation advisors and we are.

Every taxpayer has their own set of circumstances that make their tax position unique to them. Cookie cutter approaches do not in work tax scenarios. Sometimes the best tax advise may not be the best business advise.

We strive to understand the complete picture of our clients business and needs and look to adopt a tax strategy that will work with them in their environment.

We want the level of excellence that we apply to your tax situation to be the defining standard for how you see us.

Beyond all the jargon, we speak to and provide information in ways that our clients can clearly understand. Conversing in tax speak is fun to do with other accountants but our goal is to have our clients clearly understand their options. We believe in partnerships, not service arrangements. We appreciate the diversity of backgrounds and businesses that our clients represent and we look to find a solution that is as diverse as our clients.

Our services include:

  • Corporate tax preparation
  • Personal and small business tax preparation
  • Tax advisory services
  • CRA Audit assistance
  • International advisory
  • GST/HST and PST related matters
  • Preparation of capital dividend elections
  • Review of income splitting options
  • Strategies for personal and corporate investments

Frequently Asked Questions

Yes, each process can in fact be different and unique. Kelowna Accountants will work with you through each stage of the process and ensure that all documentation is submitted on your behalf. We will provide you with information and support throughout, ensuring you are involved in all aspects of the decision making process.

When it comes to documentation, it is specific to the individual or business owner. Kelowna Accountants is here to help! We recommend reaching out to us to start on your initial consultation, where all of your queries and concerns will be fully addressed.

At Kelowna Accountants, we tailor each service offered to meet the individual needs of our clients. We understand that every taxpayer has their own set of circumstances that make their tax position unique to them and we recommend contacting us to arrange an initial consultation to discuss your personal or business needs. After that, we will gladly provide you with a personalised quote.

At Kelowna Accountants, we offer services tailored to suit individuals as well as business owners. We recommend reaching out to us to start on your initial consultation, where all of your queries and concerns will be fully addressed.

Kelowna Accountants offers a comprehensive range of tax services, all tailored to the individual or business owners needs. We offer multiple services including corporate tax preparation, personal and small business tax preparation and CRA audit assistance. For a full list of services, visit our tax services page or reach out to us with any additional questions.