How We Can Help You

Client Portal Access

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INTAKE AND UPDATE FORMS

CRA Authorization Forms
Engagement Letters
Personal Tax Intake Forms
Rental Income
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? 

    Contact us and we may match your donation up to $500!

    CPA Penticton
    Payroll Penticton

    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

     

    Contact Us

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