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All our resources are prepared by our Kelowna Accountant
Jillian Battaglio, CPA, CA.
Client drop box access
Secure & Protected Document Uploads:
Intake forms (New Clients)
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.
update forms (Returning Clients)
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.
free tax Advice!
Goods and Services Tax (GST) is complex. Learn the basics in this video.
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business & Self-Employed Info
Need some clarity from internet overload? Below is complementary information to get you started.
Business Basics (Sole-Proprietorships) (pdf)
DownloadShould I Incorporate? (pdf)
DownloadIncorporation Considerations (pdf)
DownloadBusiness Basics (Corporations) (pdf)
DownloadCorporate Year End Checklist (pdf)
DownloadBookkeeping Checklist (pdf)
DownloadHow to Reduce Your Bookkeeping Fees (pdf)
DownloadFinancial Statement Questionnaire (pdf)
DownloadTemplates
Articles & Info
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Free Weekly Tax & Financial Tips In Video Format Less than 10 minutes each!
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