• Open Hours: Mon - Fri 8:00-17:00
  • Suite 1100, 1631 DIckson Ave, Kelowna BC, V1Y 0B5

Personal Services

At Modi Accounting, we understand there is more to life than worrying about finances and taxes. We want to help you focus on the things that are important to you by helping take care of the accounting and taxes. Get in touch with us today to learn more!

Personal Services

What are your retirement dreams?

Personal Tax Return

Tax software only knows what you tell it and missing a deduction can cost you hundreds or thousands in missed tax credits. Personal taxes are a moving target.  The rules change every year and preparing your own return can seem like the cheapest alternative…but do you really know if you’re getting all the returns you deserve or are you paying more than your fair share?
At Modi Accounting we have prepared countless returns and would love to help you with yours.  Personal tax returns start at $175 per return.

Financial Planning

Your financial plan is how you will retire.  We all want to retire with a certain level of comfort and can picture, typically with great clarity, the activities we’d like to enjoy in retirement.  Ironically, more than 50% of Canadians have no financial plan and more than 75% know that they should be saving more than they are.  Having a concrete financial plan that takes the guess work out of the process is the only way to achieve your retirement dreams.

At Modi Accounting we de-mystify this process by showing you how the math actually works and what the key parts of your financial plan are, including what items will ultimately have the greatest effect on your quality of life in retirement.