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What We do
We are a Kelowna Chartered Professional Accounting firm that offers a variety of services to help you optimize your taxes and finances.
Corporate Tax and Financial Statement Services
Are you looking for a calm and patient CPA to prepare efficient, trustworthy, and reliable financial statements or a corporate tax return? We can help!
We provide corporate tax and financial statement services that provide you clarity, answer your questions, and allow you to trust your information.
Our services include:
- Efficient, knowledgeable, and CPA (Chartered Professional Accountant) reviewed tax services
- Friendly and helpful team members
- Optional add-ons to customize your services
- Recommendations and tax advice for future planning
- Optional mentorship meeting to dig deeper into your business's unique needs
- Guidance and clarity to help you optimize your finances
Personal Taxation Services
Are you looking for exemplary customer service with integrity? We prepare your taxes with professionalism and courtesy. We will help you file your taxes and meet deadlines.
We'll save you time and ensure you haven't missed a key item. Be confident in your taxes this year.
Our taxation services include:
- Efficient, knowledgeable, and CPA (Chartered Professional Accountant) reviewed tax services
- Friendly and helpful team members
- Optional add-ons to customize your services to your needs
- Recommendations & tax advice for future planning
- Guidance and clarity to benefit your finances
Small Business Tax Services
Whether you are self-employed in Kelowna or are a small business owner you have a lot on your plate. Don't let your tax obligations slow your business down.
We provide patient, efficient, and informative services that can help you feel confident about your business's financial stability. If your business has grown faster than you anticipated or you just need some great advice - we can help.
We're here to help you thrive. We're here to make your life easier.
We understand your business's finances and provide prompt services when you need them. We can provide you clarity.
Our services help address your business's growing pains. We are your support network that handles your accounting and tax needs so you can focus on taking your business to the next level.
Bookkeeping Services
If you need data entry or bookkeeping services in conjunction with your tax services we're able to assist you :)
Our compassionate, friendly, kind, helpful, and knowledgeable bookkeepers are detail oriented and skilled.
Bookkeeping services allow us to provide a holistic and well rounded approach to your tax plan - from receipt to tax return we've got you covered.
Personal & Business Tax Advice
Have questions? We've got answers. With over 13+ years of experience in Kelowna Accountant Jillian Battaglio can help provide you a clear path forward.
We provide personalized advice for common questions.
- How much should I buy in RRSPs (available for current tax clients only)
- Should I incorporate?
- Do I need to sign up for GST?
- What are the basics of keeping my business records?
- Are salaries or dividends right for me? What is the difference?
These are great questions and the right advice at the right time can make all the difference.
24/7 Business Tax Support
Sometimes you just need tax advice RIGHT AWAY!
To support busy small business owners we created TaxWrx.
TaxWrx is an affordable tax resource for small business owners that answers common tax questions such as:
- Should I incorporate?
- Should I lease or buy a vehicle?
- Do I need to sign up for GST?
- What is a business expense?
- What are the steps to starting a business?
TaxWrx provides short videos, handouts and excel templates are crafted by Kelowna Accountant Jillian Battaglio using her 13+ years of experience.
Find the right information exactly when you need it.
Check out our self-serve business resources today at TaxWrx.ca.
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