Bookkeeping and tax for Penticton

Dockweiler is a bookkeeping and tax office in downtown Penticton, at 129 Nanaimo Ave W. We work with small businesses, self-employed people and households across the city, from the lakeshore to the industrial areas off Okanagan Avenue and the neighbourhoods up the Naramata Bench road.

Who we work with in Penticton

Penticton's economy leans on tourism, construction, food and drink, and a lot of independent owner-operators. Tourism in the Penticton area supports thousands of direct jobs in accommodation, wineries, restaurants and recreation, and construction is one of the largest local employers. We work with:

• Trades and contractors, many paying subcontractors and filing T5018 slips.
• Restaurants, cafes, breweries and patios with seasonal staff and payroll.
• Retail shops and service businesses on Main Street and around downtown.
• Short-term rental hosts and people with a suite in their home.
• Consultants, remote workers and semi-retired people with self-employment income.

Local detail that matters

If you host a short-term rental in Penticton, the city requires a business licence and the licence number in every listing, and the rental has to be in your principal residence. Since 2024, CRA can deny rental expenses for the days a rental did not meet those rules. City of Penticton rules and CRA tax tip. Our short-term rental page explains what that means for your return.

Penticton's year has a rhythm: summer is all hands, and the books often wait until the patios close. Winter is a good time to catch up, look back at the year, and get ready for the March and April filings.

What we can do

• Monthly and catch-up bookkeeping, including GST, BC PST and payroll.
• Personal T1, self-employed and T2 corporate returns.
• Short-term rental income and the records CRA expects.
• Help getting set up properly, whether you are starting a business or switching software.

Dates to keep in mind

For the 2026 tax year, most personal returns and all balances owing are due April 30, 2027. Self-employed people file by June 15, 2027. T4 slips are due March 1, 2027, and corporations with a December 31 year-end file their T2 by June 30, 2027. CRA business deadlines and dates for individuals. The FAQ covers instalments, GST and what to bring.

How it works

We are based at 129 Nanaimo Ave W in Penticton. Most of the work happens by phone, video and shared documents, so you do not need to drive in, but you are welcome to. It starts with a free 20-minute call where you tell us how you handle things now. We listen, ask a few questions, and give you a straight answer on what it would take.