Penticton's expert accounting team is excited to work with you. Kochhar & Co. Chartered Professional Accountants can take care of the simplest to the most complex tax returns. We specialize in helping you minimize any taxes owing and maximizing your refund. Did you know that the tax laws defined by the CRA change and update every year? We are advised of all amendments and follow the current tax laws to complete your tax return accurately and efficiently.
We work closely with our clients to review all your pertinent information and clarify any problems. Our personal tax accountant team is committed to optimizing our clients’ tax returns. Confidentiality, trust and discretion are behind every customer relationship. Enjoy the security of knowing that your file is in experienced hands and will be handled with consideration and accuracy.
Are some of your documents and vital tax information missing?
When essential information and paperwork are missing, it can be difficult to complete your tax filing. However, our qualified team is here to help you get back on track.
Believe it or not, there have been cases where we have prepared over a decade of tax returns at once! If you have fallen behind, don't stress. Even if you have let ten years go by, it is never too late to catch up. Contact Kochhar & Co. today to let go of the stress and get your finances organized.
Our process includes an authorization form that enables us to access any income slips that have been submitted to the CRA in your name. These slips include T4's, T3's, T5's, T5108's, etc. We are happy to track down your missing paperwork to help you get caught up.
Please don't feel ashamed or embarrassed to contact us. We are here to help. We know how happy and relieved our clients are once these issues are taken care of. Our friendly and professional team doesn't judge, we simply want to help you accomplish your tax preparation goals.
What's the Process?
Do you have to book an appointment with our office? After we talk about your personal tax situation, we can decide if it is complex involving a business or investments. If it proves to be a non-basic scenario, we can discuss if an appointment is warranted.
We invite you to utilize our online secure client portal or drop off personal tax information in person during regular office hours. We can set up your account via an office visit, by phone, or by email. We are flexible to your needs and schedule requirements.
If you have made any lifestyle changes, including the birth of a child or a marital status change, it is essential to keep us informed. This also goes for any changes in employment or if you start up a new side-business. Simply contact us with a note that can be added to your file so that we can review and update the changes when we are filing your tax return.
If you are seeking to have your tax return finished by a certain date, please advise our team ASAP. Once your tax return is completed, we will phone you to let you know that everything is ready.
After the final invoice has been paid, you are invited to pick up your finished file at our office or we can send you an online PDF through our secure client portal online. Before we can disclose the details of your tax return, we must receive the final payment of your balance. We are happy to report the balance owing or refund amount for your convenience and can advise you regarding options for payment.
Any personal tax returns that are five years or more overdue will be required by the CRA to be a paper-filed return. Otherwise, personal tax returns will be filed electronically. These are the rules that are outlined by the CRA. We follow all filing requirements as set by the Canada Revenue Agency for submitting tax returns.
If you are unsatisfied or have any questions once your tax return is complete, it is recommended that you do not sign. It is extremely difficult and expensive to make any changes to a tax return that has already been filed in comparison to one that is still pending.
Your tax return will be released to you once our invoices are paid. Please review your tax return at your earliest convenience at our office or at home to make sure you are satisfied with everything.
It is completely understandable to have questions as your personal income tax is being prepared. If you discover that there is an issue or feel that something is not correct, please don't hesitate to contact us right away. Typically, we will be able to immediately answer any questions or concerns. We look forward to delivering the financial peace of mind that you deserve. Contact us today.