Whether you are a new client or a returning veteran, check out the steps below to get your services underway.
Would you like to speak to Jillian our CPA before moving forward? Then book an appointment.
See our intake and update forms to start your tax services.
Want to know what to gather? Take a peek at our checklists for quick services.
Have a little extra time and want to reduce your fees? Consider a template (always optional).
Check out the options to provide your information.
Looking for corporate tax or year end services? This form begins your client onboarding.
Looking for personal tax services? This form gets your onboarding underway. Ideal for sole-proprietors, non-incorporated businesses, subcontractors, and those self-employed as well.
Did you love your experience last year and are ready for round two (or three, or four)? This form will get your services started.
Looking for personal tax services again this year? Great! This form gets you going. Ideal for sole-proprietors, non-incorporated businesses, subcontractors, and those self-employed as well.
Are you a new client? Please reach out first so we can get your account set up.
Stop by at during office hours and say hello to our admin :)
Send us an email with your records. This isn’t a secure method and not recommended.
Send your tax documents to 225 - 1855 Kirschner Road, Kelowna, BC V1Y 4N7.
Tax time is fast approaching! Don't miss out on great services. Reach out today to secure your spot.
Once the preparation of your return has begun we will email (or call, or text) you with any inquiries. This helps provide you comprehensive services.
Our goal is to process your returns as quickly as possible. Responding quickly ensures great services.
Once our CPA 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.
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.