Ready To Get Started?
For both NEW and RETURNING clients, check out the steps below to get your services underway.
1. Consider An Appointment (Optional)
Would you like to speak our accountant, Jillian Battaglio, CPA, CA before moving forward?
3. Check Out Our Checklists
Want to know what to gather? Take a peek at our checklists for quick services.
4. Consider A Template
Have a little extra time and want to reduce your fees? Consider a template (always optional).
As Seen On & Certified By:
CLIENT TESTIMONIALS
NEW CLients - Intake Forms
Corporate Intake Form
Corporate Intake Form
Corporate Intake Form
Looking for corporate tax or year end services? If your business has gone through the formal process of incorporating then use this form to begin your client onboarding :)
Personal Intake Form
Corporate Intake Form
Corporate Intake Form
Are you an individual, sole-proprietor, non-incorporated businesses, contractor, subcontractor, or self-employed? Then this intake form is for you!
Returning clients - 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.
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.
Financial Statement Questionnaire (FSQ)
Need Official Financial Statements?
Available as an optional add-on service, financial statements are ideal for your banker, lender, or commercial landlord if you are looking for a business new loan or lease.
Our FSQ form is required before we can provide you with official financial statements for your business.
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 portal.
In-Person
Drop Box Upload
Drop Box Upload
Stop by during office hours and say hello to our admin :)
By Email
By Email
By Email
Send us an email with your records. (PS: this isn’t super a secure method and not recommended).
By Mail
By Email
By Email
Send your tax documents to Creekside Accounting, 225 - 1855 Kirschner Road, Kelowna, BC V1Y 4N7.
Don't Miss Out
Tax time is fast approaching! Don't miss out on great services. Reach out today to secure your spot.
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Don't Miss a Deadline!
Personal Tax Deadline: April 30th
Non-Incorporated Small Business Tax Deadline: June 15th
(with interest on unpaid amounts)
Corporate Tax Payments: 3 Months After Your Year End Date
Corporate Tax Filings: 6 Months After Your Year End Date
(with interest on unpaid amounts)
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.
client portal access
Secure & Protected Document Uploads:
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225 - 1855 Kirschner Road, Kelowna, BC, V1Y 4N7
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