Creekside Accounting Ltd.
Creekside Accounting Ltd.
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    • Home
    • Services
      • Business Services
      • Financial Statements
      • Corporate Tax Services
      • Tax Planning & Advisory
      • Bookkeeping Services
      • Personal Income Tax
    • Fees
    • Reviews
    • Team
    • Resources
      • Checklists & Templates
      • Tax Blog
      • Tax Videos
    • Start Services
      • New Clients
      • Current Clients
      • Book Online
      • Upload Documents
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  • Home
  • Services
    • Business Services
    • Financial Statements
    • Corporate Tax Services
    • Tax Planning & Advisory
    • Bookkeeping Services
    • Personal Income Tax
  • Fees
  • Reviews
  • Team
  • Resources
    • Checklists & Templates
    • Tax Blog
    • Tax Videos
  • Start Services
    • New Clients
    • Current Clients
    • Book Online
    • Upload Documents

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  • My Account
Organized business client files and printer in the Creekside Accounting office in Kelowna

Current clients

If you are an existing Creekside Accounting client, you can complete required update and risk assessment forms, securely upload documents, and review your appointment options and next steps here. 

Book Online

Current Clients Receive Preferred Appointment Pricing

Ensure to select the Current Clients or Pick Up Appointments when booking online for reduced rates.


Need help booking? Call our office at (236) 420-4801 for assistance.

Book Online

Update Forms

Corporate Update

Corporate Update

Corporate Update

Did you love your experience last year and are ready for round two (or three, or four)? This form will get your services started.

Complete Corporate Update Form

Personal Update

Corporate Update

Corporate Update

Looking for personal tax services again? Great! This form gets you going. Also ideal for non-incorporated sole-proprietors, subcontractors, and self-employed individuals.

Complete Personal Update Form

Financial Statement Questionnaire

Personal Service Business (PSB) Risk

Personal Service Business (PSB) Risk

Need official financial statements? Available for an additional charge, financial statements are ideal for your banker, lender, or commercial landlord if you are looking for a business new loan or lease.

Complete Questionnaire

Personal Service Business (PSB) Risk

Personal Service Business (PSB) Risk

Personal Service Business (PSB) Risk

If you are designated as a PSB by the CRA you can have most of your expenses denied and your tax rate increased substantially. Let's review your risk together so we can help you make informed decisions. 

Complete Risk Assessment

Provide Your Documents

Client Portal Access

Client Portal Access

Client Portal Access

Secure & Encrypted Document Transfers

Access Portal

In-Person

Client Portal Access

Client Portal Access

Stop by Monday - Thursday 9 am - 4 pm

Google Maps

By Email

By Email

By Email

Send us an email with your records (not very secure / not recommended).

Send An Email

By Mail

By Email

By Email

Creekside Accounting

 225 - 1855 Kirschner Road, Kelowna, BC  V1Y 4N7

Canada Post Options

What's Next?

Watch for Inquiries

Once the preparation of your return has begun we will email (or call, or text) you with any inquiries. This helps provide comprehensive services.


Our goal is to process your returns as quickly as possible. Responding quickly ensures great services. 

When We're Done

Once our CPA, CA has thoroughly reviewed your return (often twice!) we'll send you an email with some recommendations, request a few signatures, and provide you an opportunity to review your return online before we e-file. Easy-peasy. 

Thank you!

We sincerely appreciate your business and the opportunity to assist you with your tax returns. We appreciate your trust and look forward to working with you. 

  • Business Services
  • Fees
  • New Clients
  • Current Clients
  • Book Online
  • Upload Documents

225 - 1855 Kirschner Road, Kelowna, BC, V1Y 4N7

236 420 4801

Copyright © 2017 Creekside Accounting Ltd. - All Rights Reserved.

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