When We Can't Help

We are a boutique Kelowna Accounting firm that focuses on small businesses. 

To create the best experience possible for our clients we limit the services we provide. 

We Do Not Provide Services For

• Historical year CRA debt reduction
• CRA audit assistance for new clients (i.e. if we didn't file the returns)
• Date of death and final returns
• Those only needing bookkeeping services
• Businesses that are owned by more than 2 shareholders (communication suffers)

We Do Not Have Experience in the Following Areas

(And Cannot Provide Services)

• Those immigrating or emigrating from Canada
• US and non-resident tax services
• Those with foreign investment property over $100,000 (rental properties or stock investments)
• Businesses or individuals looking for Trust (T3) or complex tax planning 
• Farming or fishing businesses

We apologize for any disappointment. 

We are happy to provide recommendations for alternative service providers as needed :)