Tax accountant
Tax accountant in Kelowna: corporate and personal
Each operating decision may have direct or indirect tax consequences. Personal taxes is a little bit like the Wild West — there is a lot of potential, but the rules can be convoluted and vague at best.
We anticipate those implications so you can focus more on your craft, and we implement strategies that optimize your tax position while reducing compliance errors and misinterpretations.
Compliance work we file
T1 personal and T2 corporate returns, GST/HST and PST returns, WCB filings, and the T4, T4A, T5 and T5018 slips that go with them.
For trusts and holding companies we handle retirement planning, trust and estate compliance, and the more involved work such as rollovers and estate freezes.
Planning, not just filing
Corporate structure and share structure decisions made at incorporation follow you for years. We advise on incorporating, on the salary-versus-dividend mix, and on SR&ED claims where your work qualifies.
Once you authorize us as your representative, CRA corresponds directly with the firm — which is usually the single biggest relief for a client mid-audit.
Tax services
- T1 personal and T2 corporate returns
- Corporate structure, personal financial and tax planning
- Retirement planning, trust and estate compliance
- SR&ED claims
- Advice on incorporating your business
- CRA correspondence handled directly
Frequently asked
- When are Canadian tax returns due?
- Personal T1 returns are generally due April 30. If you or your spouse are self-employed, the filing deadline moves to June 15, but any balance owing is still due April 30. Corporate T2 returns are due six months after your fiscal year-end, with the balance generally due two or three months after year-end depending on the corporation.
- Can you help if CRA has already contacted me?
- Yes. Authorize us as your representative and we deal with CRA directly — reviewing what they have asked for, assembling the support, and responding on your behalf.
- Licensed Public Practice Firm of British Columbia (BC)
- Certified Xero Advisor and Partner
- Elite ProAdvisor Intuit QuickBooks (QBO)
- 2022 to 2025 Top 3 Accounting Firms in Kelowna, BC
- 2024 Best of the Best Central Okanagan, BC
Let’s chat.
We know that finding the right accountant is a choice not to be taken lightly. That’s why we offer free consultations to discuss your needs, the scope of your goals, and your budget.