We Can Help You With Your Taxes

Whether you’re a small business, incorporated, or you’re you need help with your personal taxes, we’re here to support you every step of the way. 

Personal Income Tax Returns

From basic to complex

Description of Service

Tax services Penticton

Corporate Income Tax Returns

(Federal & Provincial) from basic to complex

Description of Service

Tax services Penticton

Estate Income Tax Returns

When someone passes there are a variety of returns to consider: Date of Death / Final Return, Rights & Things Return, Estate Return. When someone passes al their assets are deemed disposed of as of that date. However somethings can’t just transfer. For example, a home. These assets may transfer to a spouse but in the case that does not happen, the home then belongs to the estate. Similarly, artwork, vehicles, bank accounts, investments, etc all may be held in the estate. Any income earned from these (or at the time of transfer to someone else – there is a deemed disposition) are taxed in the estate. A T3 Trust Return must be filed until all the assets have been disposed.

Non-Profit / Charity Information Returns

Not-for-profit organizations have different reporting requirements than regular for-profit organizations. This can include restricted and non-restricted fund accounting, special information returns for CRA and even audited financials if government funding is significant. With the sector and the unique set of accounting standards for not-for-profit organizations (ASNPO).

Tax Planning

(Personal, Corporate, Estate)

Proper tax planning may provide you, your company and/or your loved ones significant tax savings.

Payroll Penticton

280 Main Street, Penticton, BC, V2A 5B2

+1 250-770-0184


Hours of Operation

Monday - Friday
Open Door: 9am - 2pm
By Appointment: 2pm - 5pm

By Appointment: 9am - 2pm

Closed Sundays and All STAT Holidays


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