About Us 

We are a locally owned and operated in Kelowna since 2007.  At The Tax Pros we pride ourselves on excellent customer service and taking the stress out of tax filing, offering an affordable and holistic approach with each client. 

We will help you to become more educated, organized and aware of your personal tax situation to ensure you are maximizing your deductions for your individual circumstance. From the very basics to self employment, sole proprietorships, rental properties, investments, special deductions, multiple years and more.

 

Can't visit us in person? We now offer secure online filing from the comfort of your home. We'll assist you virtually throughout the entire process, offering the same care and attention-to-detail you receive using our in-person services. All with the click of a button!

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Our Guarantee to you...​

If we make a mistake in preparing your return:  We guarantee that we will pay any interest or penalties, that you may have incurred as a result of our mistake*  We will always be there for you, long after your return has been filed with Canada Revenue Agency.  We will assist you in the event your file is selected for review or audit. (*some restrictions may apply)

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Our team

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Amanda Zais, DFA  
Owner & Personal Tax Specialist

Amanda is a Distinguished Financial Advisor, specializing in personal and small business taxes, and had been in the industry since 2007. She is extremely passionate about offering the highest level personal tax services, at affordable rates, and ensuring each client receives equal treatment, regardless of their situation.

 

She has obtained the Distinguished Financial Advisor designation, specializing in Personal Taxation, and regularly attends tax update conferences, as well as continuing education courses to stay current with the constantly changing Canadian tax laws. She is also a member of The Association of Tax & Accounting Professionals (ATAP) and Canadian Federation of Independent Business (CFIB).

 

Voted Best Accountant in Kelowna 2021 (Silver)

Voted Woman to Watch in Kelowna 2015

Voted Female Citizen that Deserves Recognition Kelowna 2015 (Silver)

***Amanda is currently accepting a very limited amount of new small business clients. Please contact our office before stopping by, to ensure we have the capacity to meet your filing needs.

Jenson Barr
Senior Tax Preparer

Jenson is a Certified Tax Preparer, who started his career with The Tax Pros in 2018, specializing in personal and small business.  He is exceptional at ensuring each client maximizes their eligible deductions and attends tax update courses to stay up to date with changes to the Income Tax Act.

Sara Boake
Junior Tax Preparer

Sara is a Certified Tax Preparer who joined the Tax Pros team at the beginning of 2021. She is certified with her Advanced Level of Personal Income Tax, Bookkeeping Certificate and Business Administration Diploma. Sara provides compassionate and proficient service to every client and continues to expand her personal and small business income tax knowledge.

Stuart Jones
Junior Tax Preparer

Stuart is a Certified Tax Preparer, who started his career in 2021 and joined The Tax Pros in February 2022.  He is exceptional with customer service and ensuring each client maximizes their eligible deductions.