looking ahead?

Intake forms for new clients and update forms for returning clients help provide you personalized services. Checklists are available to help you feel organized.

Have a little extra time and want to reduce your fees? Then consider using our excel templates. We have templates for rental properties, small businesses, employment expenses, and medical expenses. 

Too busy? No problem! We're happy to help (we have a love affair with excel).

• Electronic Client Drop Box: New clients? Reach out to set up!  Current Client? Reach out if you need your account reset. 
• In Person: During office hours we're available at 225 – 1855 Kirschner Road.
• By Email: Send us an email with your records. NOTE: this isn’t a secure method and not recommended.
• By Mail: Send your tax documents to 225 - 1855 Kirschner Road, Kelowna, BC  V1Y 4N7.

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.

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.