How We Can Help You
Client Portal Access
Log Into Your Client Portal Here:
INTAKE AND UPDATE FORMS
Checklists
CRA Authorization Forms
Credit Card Authorization
Engagement Letters
Personal Tax Intake Forms
Rental Income
Self Employment
Other Forms
Book Your Appointment
If you are unsure which type of appointment is required, please call us at 250-770-0184 or e-mail us here
Personal Taxes
Personal Tax Consultation (including a review of prior year taxes)
30 Min | $85
Current Client Phone Appointment (Quick)
10 Min | Free
Personal Tax Drop Off (Quick)
10 Min | Free
Personal Tax Drop Off (Extended)
15-30 Min | $45
Personal Financial Planning
30 Min | $85
Personal Tax Pick-up/Sign Off (Quick)
10 Min | Free
Personal Tax Pick-up/Sign Off (Extended)
15-30 Min | $45
Personal Financial Planning
1 Hour | $150
Quote Consultation - Estate Taxes
15 Min | Free
Estate Tax Consultation
1 Hour | $150
Small Business Taxes
New Client Meet & Greet
30 Min | Free
Small Business Consultation
30 Min | $85
Small Business Consultation
1 Hour | $150
Quote Consultation - Small Business
30 Min | Free
Corporate Year End Pick-Up/Signoff
15 Min | Free
Corporate Year End Drop Off
15 Min | Free
Assistance with registration of Sole Proprietorship
30 Min | $85
Assistance with Incorporation
1 Hour | $200
Bookkeeping Record Drop Off
10 Min | Free
Bookkeeping record drop off (extended)
30 Min | $45
Tax Training
Training Session
1 Hour | $150
Full Day Training Session
8 Hours – Includes Lunch, 2 Breaks, And Training Material – Price Is Per Person.
CURRENT DRIVES & DONATIONS
We are currently raising funds for our upcoming toy & pj drive! We have lots of items location that are super fun for both kids and adults. All items are NEW and sold by donation. Come check them out at our new location: 479 Winnipeg Street or cheque out the foundation's website www.lhrcommunityfoundation.ca
Ongoing:
We are still accepting new backpacks, thermoses, lunch kits, water bottles, shoes, t-shirts and school supplies for our 'Fill-A-Backpack' program. Our official launch of this program was extremely successful, beating our target of 50 backpacks and hitting 75! The backpacks were disbursed to local families and school to help families with the cost of going back to school.
We are looking to expand the program to ensure families have access all year.
If you would like to donate or sponsor OR if you know a family that could use our help please contact us at: donations@lhrcommunityfoundation.ca
A HUGE thank you to the local businesses and individuals for helping make this happen
WE FILLED 75 BACKPACKS!
Do you have an organization you like to support?
We HAVE MoVED! Catch us @ 479 Winnipeg Street, penticton BC V2A 5M7 The site is currently under RENOVATION so we will be operating by appointment only for the month of OCTOBER
+1 250-770-0184
admin@lhrllp.ca
Hours of Operation
Monday - Friday
TEMPORARILY BY APPT ONLY DUE TO RENOVATIONS
Saturday
TEMPORARILY BY APPT ONLY DUE TO RENOVATIONS
Closed Sundays and All STAT Holidays
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