Book Your Appointment Online

Whether you are planning ahead or working through a current tax or accounting issue, our appointments are focused, practical, and tailored to your situation. 

Clients book appointments with us to:

• Get clear answers to tax and accounting questions
• Understand their corporate and personal tax position
• Plan ahead to reduce tax and avoid surprises
• Review financial statements or business structure
• Get guidance they can actually act on

 You will leave your appointment knowing what matters, what to do next, and why. 

We keep the process simple and organized so you can get the most value from your time.

Here’s how it works:

1. Select the appointment type that best fits your needs below
2. Choose your preferred date and time
3. Complete the short intake form (this helps us prepare)
4. Meet with us by phone or in person at your scheduled time
    

If you'd like to provide documents ahead of time, please provide them through email or contact the office at (236) 420-4801.

Our appointment options are grouped by service to help you book the right fit.

You'll see options for:

• New clients - meet and greet appointments for those individuals who we have not yet onboarded nor completed a tax return for.
   
• Current clients - appointments for those clients who have completed their onboarding and for whom we have previously completed a tax return for.
   
• Pick up appointments - appointments tailored to follow the completion of a corporate or personal income tax return with the goal of reviewing the results and recommendations.
   

If you are unsure which appointment to book, choose the option that feels closest - we can always adjust as needed.

 u oYIf you are an existing Creekside Accounting client:

• You will see discounted appointment options available to you
   
• You can book consultations related to your ongoing business tax services
   
• Update forms and follow up recommendations may be provided after your appointment
   

Current clients should select appointments marked for Current Clients or Pickup Appointments when booking.

You can also visit our Current Client page to complete update forms and upload documents.

If you are new to Creekside Accounting, welcome.

Booking an appointment is the ideal first step in determining whether we are the right fit for your needs.

Some services require an initial consultation before moving forward. If that applies to your situation, we will walk you through next steps after your appointment.

You can also visit our New Clients page to learn more about our onboarding process.

• All appointments are paid at the time of booking, unless otherwise noted
   
• Appointment lengths and pricing are shown clearly before confirmation
   
• If you need to reschedule, please do so with adequate notice by contacting our office (236) 420-4801.
   
• Year-end pick-up appointments are not billed

• Personal tax pick-up and reviewed appointments are paid appointments
   

If you have questions before booking, our team is happy to help.

We are a boutique Kelowna Accounting CPA, CA firm that businesses. tax services. We do not provide services for or have experience in the following areas:

• Historical year CRA debt reduction
• CRA audit assistance for new clients (i.e. if we didn't file the returns)
• Estate planning and date of death and final returns (i.e. if the deceased wasn't a prior client) 
• Those immigrating or emigrating from Canada
• US and non-resident tax services
• Businesses or individuals looking for Trust (T3) or complex tax planning like reorganizations
• Farming, fishing, or indigenous businesses  

We apologize for any disappointment.