Business Details
15 Years
experience
Trusted Chartered Accountant Services in Kelowna
With over 30 years of experience in public practice, our firm specializes in providing comprehensive accounting and financial advisory services to private companies and individuals. Founded in 2011, we combine deep expertise in tax planning, business consulting, and wealth management to deliver tailored solutions for clients in Kelowna, British Columbia. Our approach emphasizes personalized service, leveraging decades of experience gained through partnerships with major firms and continuous professional development in tax practices.We focus on building long-term relationships while maintaining the highest standards of professional certification, including CPA, CA, and CFP designations. Our commitment to excellence is demonstrated through active involvement in professional organizations and community service initiatives.
Services
Tax Preparation
Financial Planning
Business Consulting
Estate Planning
Corporate Accounting
Details
- Year established: 2011
Highlights and features
- We offer 30+ years of experience in accounting and tax advisory services
- Our personalized approach ensures tailored financial solutions for each client
- We provide comprehensive tax planning and business consulting expertise
- Our team maintains top industry certifications including CPA, CA, and CFP
- We combine large-firm experience with personalized service delivery
Associations and certifications
- CPA
- CA
- CFP
What people say
Knowledgeable and friendly services
Explains everything clearly
Personal involvement in services
Services
Tax Preparation
We provide comprehensive personal and corporate tax preparation services with a focus on compliance and optimization. Our team stays current with evolving tax regulations to ensure accurate filings while identifying legitimate opportunities for tax savings. Clients benefit from our deep expertise in both individual and business tax matters.
Financial Planning
Our financial planning services help clients build and preserve wealth through strategic investment strategies and retirement planning. We offer personalized guidance on asset allocation, risk management, and long-term financial goals. Our approach combines technical expertise with a deep understanding of individual client needs.
Business Consulting
We support business owners with strategic decision-making through comprehensive consulting services. Our expertise covers business start-ups, succession planning, and transaction advisory. We provide actionable insights to help businesses grow while maintaining financial stability and regulatory compliance.
Estate Planning
Our estate planning solutions help clients protect their assets and ensure proper distribution. We work with individuals and families to create effective trusts and estate structures that minimize tax liabilities. Our services include coordination with legal professionals to ensure comprehensive estate strategies.
Corporate Accounting
We offer complete corporate accounting solutions including financial statement preparation and business advisory services. Our team helps companies maintain accurate financial records while providing strategic guidance on business operations. Services are tailored to meet the specific needs of owner-managed businesses.
People
Bernard P Claude
Chartered Professional Accountant
With over 30 years of experience, Claude specializes in tax planning and financial advisory services. He holds CPA, CA, and CFP certifications and has served Kelowna clients since 1993. His expertise includes business consulting and estate planning.
Questions
What accounting services do you offer?
We provide tax preparation, financial planning, business consulting, estate planning, and corporate accounting services for individuals and businesses.
How much experience do you have?
Our lead accountant has over 30 years of experience in public practice, with expertise in tax and financial advisory services since 1985.
What areas do you serve?
We primarily serve clients in Kelowna, British Columbia, while working with businesses and individuals across Canada.
What certifications do you hold?
Our accountant holds CPA, CA, and CFP certifications, with ongoing professional development in tax practices.
How are your fees structured?
Fees are competitive and based on our accountant's extensive experience, with transparent pricing for all services offered.
