Our resources were carefully prepared by our Kelowna Accountant
Jillian Battaglio, CPA, CA to help you optimize your taxes.
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 self-employed individuals.
Did you love your experience last year and are ready for round two (or three, or four)? Great! Update forms for both corporations and individuals are available below.
The personal tax intake form should be used for a sole-proprietors, non-incorporated businesses, subcontractors, or self-employed individuals.
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)
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)
DownloadFree Mentoring with Weekly Tax & Financial Tips
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