Professional Income Tax Services for Individuals and Corporations Across Canada
We prepare and file T1 and T2 income tax returns, manage audits and reassessments, and provide tax planning and catch‑up services for clients nationwide. Delivered in person or remotely with empathy, clarity, and confidence, with full CRA representation, so you’re never facing the process alone. Trusted for over 20 years and available year-round.
Book Consultation
What if taxes didn’t stress you out?
Income tax catch-up services that assist you in quickly and efficiently resolving overdue filings, minimizing penalties and ensuring compliance.
Income Tax Preparation
Expert tax preparation services that streamline the process, ensuring accuracy and maximizing deductions to optimize your financial outcomes.
Income Tax Planning
Income tax planning services that equip you with the knowledge and strategies needed to view tax planning as a powerful tool for financial opportunity.
Clear answers. Confident decisions. Your-round support.
01. Gather Your Documents
Use the checklist provided to gather all required tax slips, receipts, and supporting documents. This ensures your return is complete and accurate.
02. Book Drop Off Appointment
During this time, I will review the documents you’ve brought, confirm that I have everything needed to complete your tax return, and identify any additional information that may be required. This is also a great opportunity to ask questions or raise any tax concerns, life changes, or items you’re unsure about. This helps ensure your return is prepared accurately and with proper tax planning in mind.
03. Review, Sign and File
After your return is prepared, I will contact you to review your next steps. You can choose to:
- Book an in‑person appointment to review your tax return, sign, pay, and discuss future tax planning, or
- Sign and pay remotely for convenience. A copy of your tax return will be securely stored at the office and available the next time you visit.
Once this is completed we will file your income tax return with CRA.
Organized, calm guidance through audits, adjustments and CRA correspondence.
File With Us Online
Call us to find out how to securely upload your tax documents to our online portal. One of our tax specialists will file your taxes for you.
File With Us In Person
Book an appointment by phone or online. Simply drop off your tax documents and one of our tax specialists will file your taxes for you.
Here When You Need Us
Tax Catch-Up Services in Kelowna
Falling behind on tax filings can be stressful, but our tax catch-up services in Kelowna are here to help. We'll guide you through the process of getting up to date with your tax obligations, minimizing penalties and ensuring you meet all regulatory requirements smoothly and efficiently
- Previous Years Tax Returns
- Bookkeeping clean-up
- Re-assessment or Audit Assistance
- CRA Correspondence Assistance
- GST/PST Filings
Your Professional Partner
Personal Income Tax
We have been filing income taxes for over 20 years here in the Kelowna. We established Switzer & Co. in 2008. We are familiar with the diverse array of personal tax situations here in the Okanagan. Students, self-employment, seniors, investments, estate planning, non-resident workers, farmers and more.
- Personal Tax Preparation
- Prior years adjsutments and tax preparation
- Income Tax Planning
- Tax Audit and Reassessment assistance
- CRA Correspondence Assistance
Here When You Need Us
Solutions For Entrepreneurs
Committed to helping small business thrive, we offer a wide array of income tax services to sole-proprietors and partnerships.
- Small Business Tax Planning
- Income Tax Planning
- Tax Audit Assistance
- CRA Correspondence Assistance
- GST/PST Filings
Your Professional Partner
Corporate Income Tax
Switzer & Company offers our business clients a full range of tax related services. If you do not use our monthly or quarterly bookkeeping services we can prepare your books annually or bring us your bookkeeping records and we will ensure your financial information is compliant.
- Corporate Tax Preparation
- Income Tax Planning
- Tax Audit Assistance
- CRA Correspondence Assistance
- Corporate Tax Incentives
- Scientific Research and Development Claims (SR&ED)
Unlocking Financial Opportunities
Strategic Tax Planning
Tax services in Kelowna at Switzer & Co. are designed to meet the needs of both individuals and businesses aiming to minimize tax liabilities and enhance financial health. Our team of seasoned tax professionals is dedicated to navigating the complex landscape of taxes to secure your financial future. Here’s how we can assist you:
- Maximizing Deductions and Credits
- Optimal Timing of Income and Expenses
- Asset Management
- Investment and Savings Strategy
- Retirement and Estate Planning
- Education and Child Savings
- Budgeting and Business Advisory
Work with Switzer & Co. Today
With the services, tools and resources to make your workday easier and a support team excited about helping you out.
Doing business has never been easier.