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We've got lost of helpful resources that were prepared by our Kelowna Accountant Jillian Battaglio, CPA, CA to help you optimize your taxes.
Client Portal access
Secure & Protected Document Uploads:
Intake forms (For 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 self-employed individuals.
update forms (For Returning Clients)
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.
free tax tip videos
Goods and Services Tax (GST) Is complex. Learn the basics in this video.
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business & Self-Employed Resources
Need some clarity from internet overload? Below is complementary information to get you started on your entrepreneurial journey.
Business Basics (Sole-Proprietorships) (pdf)
DownloadShould I Incorporate? (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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