Switzer & Co.

In Person Meetings are to be held at our office at 1336 Bentien Road in Kelowna, BC. For Zoom meetings the link and ID to the Zoom meeting will be in the appointment email sent to you.

To make the most of our time together, kindly ensure you bring all relevant passwords and documents including SIN number, business number, corporate minute book, audit or reassessment papers, income tax slips related to your income tax and business affairs. Having these on hand will help us address any questions or concerns efficiently. For a list of business expenses visit https://switzercompany.com/business-expenses/ For a income tax checklist visit https://switzercompany.com/income-tax-checklist/

Please note that cancellations within 24 hours of your appointment are subject to a cancellation fee.

  • Accounting

    • Monthly Bookkeeping New Client Intake - In Person Meeting

      30 minutes @ CA$100.00

    • Monthly Bookkeeping New Client Intake - Zoom Meeting

      30 minutes @ CA$100.00

    • Accounting Advisory - In Person Meeting

      30 minutes @ CA$150.00

    • Accounting Advisory - Zoom Meeting

      30 minutes @ CA$150.00

    Audit & Reassessment

    • Audit & Reassessment Initial Consultation - In Person Meeting

      30 minutes @ CA$150.00

    • Audit & Reassessment Initial Consultation - Zoom Meeting

      30 minutes @ CA$150.00

    Business Consulting

    • Initial Business Consultation - In Person Meeting

      30 minutes @ CA$150.00

    • Initial Business Consultation - Zoom Meeting

      30 minutes @ CA$150.00

    • IT Consulting New Client Setup - In Person Meeting

      30 minutes @ CA$150.00

    • IT Consulting New Client Setup - Zoom Meeting

      30 minutes @ CA$150.00

    • Sales & Marketing New Client Setup Consultation - In Person

      30 minutes @ CA$150.00

    • Sales & Marketing New Client Setup Consultation - Zoom Meeting

      30 minutes @ CA$150.00

    Income Tax

    • Personal Income Tax Intake - In Person Meeting

      30 minutes @ CA$100.00

    • Personal Income Tax Intake - Zoom Meeting

      30 minutes @ CA$100.00

    • Corporate Income Tax Intake - In Person Meeting

      30 minutes @ CA$150.00

    • Corporate Income Tax Intake - Zoom Meeting

      30 minutes @ CA$150.00

    • Income Tax Planning - In Person Meeting

      30 minutes @ CA$100.00

    • Income Tax Planning - Zoom Meeting

      30 minutes @ CA$100.00

    • Corporate Income Tax Planning - In Person Meeting

      30 minutes @ CA$150.00

    • Corporate Income Tax Planning - Zoom Meeting

      30 minutes @ CA$150.00