All our resources are prepared by our Kelowna Accountant
Jillian Battaglio, CPA, CA.
Ready to start services? Awesome! Intake forms for both corporations and individuals are below.
The personal tax intake form can be used for a sole-proprietors, non-incorporated businesses, subcontractors, or those self-employed.
Did you love your experience last year and are ready for round two (or three, or four)? Great! Update forms are below.
The personal tax intake form should be used for a sole-proprietors, non-incorporated businesses, subcontractors, or those self-employed.
Goods and Services Tax (GST) is complex. Learn the basics in this video.
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Need some clarity from internet overload? Below is complementary information to get you started.
Business Basics (Sole-Proprietorships) (pdf)Download
Should I Incorporate? (pdf)Download
Incorporation Considerations (pdf)Download
Business Basics (Corporations) (pdf)Download
Corporate Year End Checklist (pdf)Download
Bookkeeping Checklist (pdf)Download
How to Reduce Your Bookkeeping Fees (pdf)Download
Financial Statement Questionnaire (pdf)Download
Free Weekly Tax & Financial Tips In Video Format Less than 10 minutes each!