power point presentation of available services

1. P H . 2 5 0 ) 8 3 5 - 8 2 7 6
TAPPEN
BUSINESS SOLUTIONS

2. WHAT IS OFFERED
• Tax Services - for individuals and for small businesses
• Business Services – bookkeeping, planning, and consultations.
(payroll services will be offered at a later date)
• Marketing Services – how to have YOUR business stand out
and be noticed, ideas within your budget
• Occupational Health and Safety – consultations, and
contracting with Small Businesses, preparing required documents

3. TAX SERVICES OFFERED
• Tax Return preparations for
• individuals,
• proprietorships (small business),
• home-based businesses,
• hobby farmers
• Using the PROFILE professional tax software program
• T1 returns, adjustments, e-filing, late-returns filing
• GST filings - quarterly, annually ...
• form T2125 statement of business & professional activities
• Business Use Of Home details

4. BUSINESS SERVICES OFFERED
• Bookkeeping –
• using SAGE 50 Accountant program (was previously known as “Simply
Accounting”)
• Personal
• Proprietorships, Small Business, Home-Based Businesses
• Hobby farms
• Business Plan write-ups –
• your business ideas, drafted in a business plan format
• suitable for presentation to Banks, Credit Unions and other lending
institutions
• GST reports

5. MARKETING INSIGHTS
• Marketing / Consulting
• for your small business, home-based business/office, or hobby farm
• Creative and Effective Marketing techniques
• Allows your business to stand out and be noticed
• Your time is valuable to your business, so I will …
• Research advertisement options, within your budget
• make the advertisement contacts for you
• Suggest marketing ideas, promotions, cross-promotions, publicity options that could
be beneficial in reaching your target market / potential customers
• Provide you with the details, for your decision making and follow-up

6. GEOGRAPHIC AREAS COVERED
• Serving the SHUSWAP area including…
• Shuswap,
• North Okanagan,
• Thompson - Okanagan
• outside of these areas, upon request (eg. for Taxes)
• Creative attention to your specific needs and interests.
• Competitive rates
• Please call for an initial 30 min consultation

7. FEE SCHEDULE
• Tax Returns
• Minimum: $50.00 + tax (straightforward basic returns)
• Standard: $ 75.00 + tax
• Complex Returns: $100.00 + tax, starting
• Couples Returns: $100.00 + tax, starting
• Form T2125 (business & professional activities): has additional fee
• Late Filing Returns (after April 30): has small additional fee
• Adjustments – prior years: to be determined
• Business Consulting / Bookkeeping: $25.00/hour, or contract
• Marketing: $25.00/hr or contract
• There may be additional charges for expenses (fuel, services)
• * rates are subject to change*

8. WORKING KNOWLEDGE
• Familiar with the following programs and software:
• Word, Excel, and PowerPoint programs (office 2010)
• Profile Tax, Turbo Tax (business etc), Quick Tax, H & R
Block Tax (program/ training)
• Sage 50 (Simply Accounting), QuickBooks, Quicken
• Social Media - FACEBOOK, LinkedIn
• Emails – Gmail, Hotmail, Internet Explorer

9. BACKGROUND / CREDENTIALS
• Business Experience – retail book/music store, home-based business, hobby
farming
• Work Experience – government office, including Occupational Health &
Safety, and Ergonomic Assessments
• Completing a 2 year Business Administration Diploma Program (currently)
through Okanagan College, Salmon Arm, BC
• Tax Experience – using Profile, TurboTax (Quicktax), H&R Block
• decades of personal and family tax returns filed including home based business details (form T2125)
• Several years of tax work experience in the local community
• Business details
• Hobby Farm details
• Medical receipts credits
• Donations/ charitable giving receipts
• T1 adjustments to previous years
• Marketing Experience – many successful marketing campaigns, creative and
unique ideas, knowledge of marketing strategies

10. CONTACT INFORMATION
• Tappen Business Solutions (TBS)
• C. Kruk – proprietor
• kruksofthematter@gmail.com
• Ph: 250) 835-8276