Business Advisory

From time to time, for personal or business reasons, you need to turn to the experts. At Banka & Company, CPA our Chartered Professional Accountants (CPA’s) are well versed in a number of tax issues. Inquiries from Canada Revenue Agency (CRA), the death of a loved one, business advisory, or investment advise, 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 Chartered Professional Accountants (CPA’s) can help you through the process and be an advocate on your behalf. At Banka & Company, CPA, 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 inquiries 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 inquiries you like to discuss.

ACCOUNTING, TAX & FINANCIAL ADVISORY SERVICES

At Banka & Company, CPA we help clients Plan, Manage, and Succeed