Creekside Accounting Ltd.
Creekside Accounting Ltd.
  • About Us
  • Our Services
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    • About Us
    • Our Services
    • Our Fees
    • Get Started
    • Book Online
    • The Team
    • Reviews
    • Resources

  • About Us
  • Our Services
  • Our Fees
  • Get Started
  • Book Online
  • The Team
  • Reviews
  • Resources

looking ahead?

Tax time is fast approaching! Don't miss out on great services. Reach out today to secure your spot.

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Ready To Get Started?

1. Complete an intake or update form

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

Take me to the forms!

2. Consider our excel templates

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).

Take me to the templates!

3. Provide your documents

  • 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.

4. Next step: 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.

5. 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.

What To Provide To Your Accountant

Procrastinating? Taxes can be overwhelming. 


You have documents to sort through and questions about deductions and write offs.


To help you identify the most important things to provide for personal tax services check out our video. 

Free Tax & Financial Tips

Sent weekly in video format. Less than 10 minutes each!

client portal access

Secure & Protected Document Uploads:

Client Portal Access

  • Our Services
  • Our Fees
  • Get Started
  • Book Online
  • Resources

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

(236) 420 - 4801

Copyright © 2017 Creekside Accounting Ltd. - All Rights Reserved.

Yes! We Are Accepting New Clients!

Reach Out Today