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Creekside Accounting Ltd.
Creekside Accounting Ltd.
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Ready To Get Started?

Whether you are a new client or a returning veteran, check out the steps below to get your services underway.

1. Consider An Appointment (Optional)

Would you like to speak to Jillian our CPA before moving forward? 

Book Online

2. Fill Out A Form

See our intake and update forms to start your tax services.

The Forms

3. Check Out Our Checklists

Want to know what to gather? Take a peek at our checklists for quick services. 

The Checklists

4. Consider A Template

Have a little extra time and want to reduce your fees? Consider a template (always optional).

The Templates

5. Provide Your Documents

Check out the options to provide your information.

The Options

As Seen On & Certified By:

CLIENT TESTIMONIALS

Intake Forms (New Clients)

Corporate Intake

Corporate Intake

Corporate Intake

Looking for corporate tax or year end services? This form begins your client onboarding. 

Fill Out Form

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. 

Fill Out Form

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.

Fill Out Form

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. 

Fill Out Form

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. 

Fill Out Form

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.

Drop Box Upload

In-Person

Drop Box Upload

Drop Box Upload

Stop by at during office hours and say hello to our admin :)

Google Maps

By Email

By Email

By Email

Send us an email with your records. This isn’t a secure method and not recommended.

Send An Email

By Mail

By Email

By Email

Send your tax documents to 225 - 1855 Kirschner Road, Kelowna, BC  V1Y 4N7.

Canada Post Options

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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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. 

client portal access

Secure & Protected Document Uploads:

Client Portal Access

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

(236) 420 - 4801

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