PERSONAL TAX SERVICES
Personal tax support that starts with your situation.
Your income, responsibilities, and circumstances can change from year to year. KKL CPA offers personal tax preparation and planning support through our Burnaby and Delta offices.
YOUR CIRCUMSTANCES MATTER
What has changed since your last return?
A new income source, a change in your household, or a move into self-employment can raise questions. Tell us what’s different and what you want to understand.
Your income has changed
You have new or different income sources and want to discuss the information needed for your return.
Circumstances have changed
You want to understand whether changes in your personal or household circumstances are relevant to your taxes.
You work for yourself
You need help organizing the personal tax conversation around your self-employment activities.
You want to plan ahead
You have questions that extend beyond preparing this year’s return.
HOW WE CAN HELP
Support for your return and the questions around it.
KKL provides personal tax preparation, compliance, and planning services. We’ll discuss your circumstances and clarify the scope of support before work begins.
A
Personal tax preparation
Preparation support based on your circumstances, the information you provide, and the agreed engagement scope.
B
Personal tax compliance
Help addressing the filing requirements covered by your engagement.
C
Tax planning conversations
Discuss questions about upcoming changes and whether additional planning support is appropriate.
D
Connected business matters
If you own a corporation, identify whether your questions also call for corporate or owner-manager tax support.
GET ORGANIZED
Start with what you have.
We’ll discuss what else is needed.
The documents required depend on your circumstances. Before your first conversation, identify your available records, any changes since your last return, and the questions you want to ask.
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Income information
Identify the slips, statements, and other records relating to your income.
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Relevant supporting records
Gather receipts and documents you believe may relate to your return so you can discuss what is needed.
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Previous tax information
Locate your previous return and relevant tax correspondence, if available.
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Changes and questions
Note changes in your circumstances, upcoming plans, and anything you would like clarified.
WORKING WITH KKL
Know what happens next.
From your initial inquiry to completion, the process begins with understanding your needs and agreeing on the work involved.
I
Tell us about your needs
Share the support you’re looking for and any dates or concerns we should know about.
II
Confirm the scope
Discuss the proposed services, fees, responsibilities, and information required.
III
Provide your information
Follow the team’s document instructions and address any questions that arise during preparation.
IV
Review the next steps
Complete the applicable review and authorization steps and discuss any follow-up matters within the engagement.
THE TEAM BEHIND YOUR SUPPORT
A professional relationship starts with understanding.
Get to know the KKL team and their areas of focus. We value understanding your circumstances, answering your questions clearly, and explaining the next steps in your engagement.
OUR LOCATIONS
Connect with us in Burnaby or Delta.
Find office details, plan your visit, or contact the KKL team to discuss your needs.
Burnaby office
Connect with our Burnaby office for accounting, tax, and business advisory inquiries.
Suite 370, 9940 Lougheed Highway
Burnaby, BC V3J 1N3
(604) 497-0105
Delta office
Contact our Delta office to discuss your accounting needs and arrange your next step.