Business Details
15 Years
experience
Your Trusted Accounting Partner in Kelowna
Founded in 2011 by Biki Kochhar & Co. & Co., a Canadian Chartered Professional Accountant, Kochhar & Co. & Co. has grown from a single office to a team of eight professionals, including three full-time CPAs. Our firm specializes in serving owner-managed corporations across the Okanagan Valley, with offices in Kelowna and Penticton. We pride ourselves on delivering personalized service, combining over 30 years of collective experience in accounting and tax expertise.Our clients rely on us as strategic advisors, helping them navigate financial complexities while maintaining a strong focus on client relationships. We prioritize transparency, technical excellence, and tailored solutions to support business growth and financial security.
Services
Small Business Accounting
Corporate Tax Planning
Bookkeeping Services
Personal Tax Preparation
Payroll Services
Estate Planning
CRA Audit Representation
Business Incorporation
Annual Financial Statements
Voluntary Disclosure Program
Details
- Year established: 2011
Highlights and features
- We offer 30+ years of combined accounting experience with specialized expertise in Canadian tax regulations.
- Our personalized service focuses on long-term client relationships and tailored financial solutions.
- We specialize in helping Okanagan Valley businesses with incorporation, tax optimization, and compliance.
- Our team includes three full-time CPAs dedicated to small business and personal tax excellence.
- We provide CRA audit representation with proven success in resolving tax compliance issues.
Associations and certifications
- Chartered Professional Accountants
Services
Small Business Accounting
We provide comprehensive accounting solutions tailored to owner-managed businesses. Our services include financial reporting, tax compliance, and strategic advisory to ensure regulatory adherence and business growth. With specialized knowledge of Canadian tax laws, we help businesses optimize deductions and maintain accurate financial records.
Corporate Tax Planning
Our firm specializes in minimizing corporate tax liabilities while ensuring compliance. We analyze business structures, identify eligible tax credits, and implement strategies to improve financial efficiency. Clients benefit from proactive planning and expert guidance through complex Canadian tax regulations for sustainable business growth.
Bookkeeping Services
We manage complete bookkeeping cycles for businesses of all sizes, maintaining accurate income and expense records. Our team ensures timely preparation of financial statements and GST/PST filings. Clients receive regular reporting to support informed decision-making and cash flow management for operational success.
CRA Audit Representation
We provide expert representation during Canada Revenue Agency audits, ensuring proper documentation and communication. With years of experience resolving tax disputes, we protect clients' interests while addressing compliance issues. Our proactive approach minimizes risks and helps businesses navigate audit processes with confidence.
Business Incorporation
We guide entrepreneurs through the incorporation process, explaining legal and tax implications. Our services include entity selection, document preparation, and compliance setup. Clients receive strategic advice to protect personal assets while establishing a solid foundation for business growth and liability protection.
People
Biki Kochhar
Founder & CPA
Biki Kochhar & Co. & Co. established the firm in 2011 after earning his CPA designation. He focuses on delivering exceptional client service while mentoring the team. His expertise in small business accounting spans two decades, combining technical excellence with personalized financial strategies.
Ross Dwhytie
CPA
Ross brings 20 years of accounting experience, including industry roles as Controller and CFO. He specializes in corporate tax planning and financial reporting. With 12 years in Kelowna, he provides strategic guidance to local businesses while maintaining industry certification standards.
Clint Hastings
Senior Accountant
Clint offers specialized local accounting expertise, focusing on tax compliance and business advisory services. A graduate of Okanagan College, he combines technical proficiency with community knowledge to serve Okanagan Valley businesses effectively through accurate financial reporting and tax planning.
Julie Tonhauser
Senior Staff Accountant
With 15 years in public practice, Julie specializes in corporate and personal tax preparation. She holds multiple accounting certifications and provides comprehensive tax solutions. Her experience includes teaching tax courses and managing complex financial compliance requirements for diverse clients.
Sherri Anderson
Staff Accountant
Sherri has 30 years of tax preparation experience, including trust tax returns and compilation engagements. She teaches tax courses and manages full-cycle bookkeeping for clients. Her deep local knowledge and technical expertise support businesses across the Kelowna region.
Questions
What accounting services do you offer for small businesses?
We provide complete small business accounting including financial reporting, tax compliance, payroll processing, and strategic advisory services tailored to owner-managed corporations.
How do you help businesses with tax planning?
We analyze business structures, identify tax credits, and implement strategies to minimize liabilities while ensuring compliance with Canadian tax regulations through proactive planning.
Do you handle CRA audit representation?
Yes, we provide expert CRA audit support with proven success in resolving tax compliance issues while protecting client interests during audit processes.
What areas do you serve?
We primarily serve Kelowna, Penticton, and the broader Okanagan Valley region with both office locations and virtual accounting services.
Can you assist with business incorporation?
Yes, we guide entrepreneurs through incorporation processes, explaining legal implications and setting up proper structures for asset protection and business growth.
What experience does your team have?
Our team includes three CPAs with over 30 combined years of experience in accounting, tax planning, and financial advisory services for local businesses.
