Ready To Get Started?
Whether you are a new client or a returning veteran, check out the steps below to get your services underway.
2. Check Out Our Checklists
Want to know what to gather? Take a peek at our checklists for quick services.
3. Consider A Template
Have a little extra time and want to reduce your fees? Consider a template (always optional).
Intake Forms (New Clients)
Corporate Intake
Corporate Intake
Corporate Intake
Looking for corporate tax or year end services? This form begins your client onboarding.
Personal Intake
Corporate Intake
Corporate Intake
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.
Update Forms (Returning Clients)
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.
Personal Update
Corporate Update
Corporate Update
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.
Financial Statement Questionnaire (FSQ)
Need Financial Statements?
Ideal for your banker, lender, or landlord. Our FSQ form is required before we can provide you official financial statements for your corporation.
Provide Your Documents
Drop Box Upload
Drop Box Upload
Drop Box Upload
Are you a new client? Please reach out first so we can get your account set up.
In-Person
Drop Box Upload
Drop Box Upload
Stop by at during office hours and say hello to our admin :)
By Email
By Email
By Email
Send us an email with your records. This isn’t a secure method and not recommended.
By Mail
By Email
By Email
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.
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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 you 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 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.
What To Provide
Whether you are planning ahead or procrastinating, taxes can be overwhelming.
To help you identify the most important things to provide for personal tax services check out our short video.
Free Tax & Financial Tips
Sent weekly in video format. Less than 10 minutes each!
client portal access
Secure & Protected Document Uploads:
225 - 1855 Kirschner Road, Kelowna, BC, V1Y 4N7
Copyright © 2017 Creekside Accounting Ltd. - All Rights Reserved.
