What We do
We are a Chartered Professional Accounting firm that offers a variety of services to help you optimize your taxes and finances.
Corporate Taxation 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.
We'll help you future proof your business.
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 & Self-Employed Services
Are you looking for a one stop accounting and bookkeeping firm? A Chartered Professional Accountant that will anticipate your needs? Do you have a 1,000 things on the go and need help with your taxes, accounting, bookkeeping, and maybe some mentorship? We do that!
We provide patient, efficient, and informative services that can help you feel confident about your business's finances. 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 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 on-call support network that handles your accounting and tax needs so you can focus on taking your business to the next level.
Tax Consulting
Have questions? We've got answers. With over 13 years of experience in Kelowna our Chartered Professional Accountant Jillian Battaglio can help provide you a clear path forward.
Common questions we provide recommendations on include:
- Should I incorporate?
- Do I need to sign up for GST?
- What bookkeeping program should I choose?
- What are the basics of keeping my business records?
- Are salaries or dividends right for me? What is the difference?
- I have a rental property, am a sales person, or have recently become a contractor and am not sure what I can deduct.
These are great questions and the right advice at the right time can make all the difference. Set yourself up for future success and reach out for friendly and knowledge assistance today.
Add-On Services
Our add-on services complement our personal income tax services and can help you optimize your finances. Jillian our Kelowna CPA works with your financial advisor to develop a holistic strategy that meets your financial needs.
RRSP Recommendations: Meet your current tax goals and feel confident in your RRSP contributions. We'll consider your projected and historical tax returns to help you decide what the best contribution amount may be for you.
RRSP Consultation Package: Are you concerned about whether an RRSP is the best option for you? Our services can provide timely information and clarity about RRSPs. Our services include an exploratory meeting, a tax estimate, and an email report with our findings and recommendations. We’ll help you balance your current financial needs with your long-term retirement goals to make the best decision for you.
Retirement Consulting Packages 'Do I have enough' is that question we look to answer during our retirement consultations. Find answers and understand the tax implications resulting from your changing income during retirement. Our services include a half hour exploratory meeting, tax estimates, and a follow up consultation to explore our findings and recommendations. Our approach compliments your financial planning strategy to help you form a holistic plan to optimize your golden years.
Financial Mentorship Program
Creekside Preferred is our exclusive mentorship program for unusually driven high achievers.
Those who are looking to level up their finances and take themselves and their business to the next level.