Business Advisory Services


Description

From time to time, for personal or business reasons, you need to turn to the experts. At Banka & Company our Certified Professional Accountants (CPA’s) are well versed in a number of tax issues. From enquiries from CRA to the death of a loved one, we can help you through the process and lower your stress level.
Canada Revenue Agency (CRA) Advocate
At times CRA may contact you requesting a response to your personal or small business account. Know that you do not need to take on CRA by yourself. If dealing with CRA feels overwhelming and intimidating, our Certified Professional Accountants (CPA’s) can help you through the process and be an advocate on your behalf. At Banka & Company, we deal regularly with CRA for numerous reasons. We know how to ask the right questions to move the processes and procedures along in order to get results for you in an efficient manner. Contact us if you need advice on what steps to take to resolve a tax issue with CRA.
Death of a Loved One
The loss of a loved one is difficult. When you add on the responsibility of taking care of their tax return, it can feel insurmountable. Banka & Company CPA helps family members get through the process of filing tax with Canada Revenue Agency (CRA) in a dignified and respectful manner. We walk you through the process and file your loved ones final tax return(s). As well any enquiries from CRA during the process, we are happy to be your advocate to answer their questions. If you are the Legal Representative of the loved one and need help completing the necessary paperwork required by CRA, contact us. We are here to help make the process stress free for you and your family.
 Investment Advice
The type of investments you have set up in a portfolio may affect the amount of taxes you pay at year-end. Sometimes accrued interest has built up that you were not aware needs to be paid. Banka & Company CPA expertise can provide advice to help your investment continue to grow that matches a tax portfolio plan that works best for you. We work with several Financial Planners in Kelowna.
Contact us today if you have other personal or business enquiries you like to discuss.

Details

Date Added 2015-07-12
Product Id 10290939