Business Details
44 Years
experience
Your Trusted Accounting Partner in Kelowna, BC
Houghton & Company & Company is a small, independent accounting firm serving Kelowna and the Okanagan since 1982. Our firm has built a reputation for providing personalized service grounded in honesty, respect, and integrity. We prioritize understanding client needs to deliver reliable accounting, financial, and tax advice tailored to individual circumstances. With over 35 years of experience, we maintain a commitment to ethical standards and professional excellence. Our team of Chartered Professional Accountants offers hands-on expertise in taxation, business advisory, estate planning, and compliance services.We specialize in corporate and personal tax preparation, financial statement reporting, and bookkeeping solutions for clients across Canada. Our mission is to ensure clients receive informed guidance through direct communication and thorough review of all documentation. We serve businesses and individuals with a focus on clarity, accuracy, and long-term relationship-building. Our team includes experienced professionals with decades of combined public practice experience. Located in Kelowna, we continue to uphold the values that have sustained our firm for over three decades.
Services
Taxation
Business Advisory
Estate Planning
Compliance
Bookkeeping & Payroll
Details
- Year established: 1982
Highlights and features
- We offer over 30 years of specialized accounting expertise in Kelowna.
- Our team provides personalized service through direct client consultations.
- We maintain strict ethical standards and transparency in all client interactions.
- Our professionals hold recognized certifications including CPA and CGA designations.
- We serve clients nationwide with localized Okanagan market knowledge.
Associations and certifications
- Chartered Professional Accountants
Services
Taxation
We provide comprehensive corporate and personal tax solutions including return preparation, compliance filings, and strategic planning. Our team specializes in navigating complex tax legislation to optimize client outcomes. Services cover income tax, estate-related filings, and cross-border compliance for businesses and individuals nationwide.
Business Advisory
Our advisory services focus on operational analysis, succession planning, and business valuations for privately held companies. We assist with acquisition strategies, financial forecasting, and tax-efficient ownership structures. Clients receive tailored guidance for managing growth and regulatory requirements in diverse industries.
Estate Planning
We offer specialized tax planning for will preparation, family trusts, and legacy preservation. Our services include final clearance certificates, date-of-death tax returns, and trust information filings. Clients benefit from strategies that minimize tax liabilities while ensuring smooth asset transitions.
Compliance
We manage tax filings, CRA correspondence, and provincial remittances including GST/HST and PST. Our team handles dispute resolution and non-resident tax obligations. Businesses gain peace of mind through accurate, timely compliance with federal and provincial regulations.
Bookkeeping & Payroll
We provide full-cycle bookkeeping and payroll services with customized financial statements. Our solutions include accounts payable/receivable tracking, T4 preparation, and employment standards guidance. Clients receive accurate records and reporting tailored to their operational needs.
People
Bill Houghton
Founder
Chartered Professional Accountant with 30+ years of public practice experience. Founded Houghton & Company & Company in 1982 after working with CRA as an auditor. Recognized for academic excellence in accounting programs. Active community member and former Kinsmen Club president.
Corey LaFreniere
Partner
CPA with expertise in advisory services across diverse industries. Joined the firm in 2004 and became partner in 2013. Holds UBC commerce degree and CGA designation. Active in local recreational activities with family.
Lisa Houghton
Partner
Partner and office manager with honors Bachelor of Commerce degree from UBC. Joined the firm in 2007 and earned CGA designation in 2014. Specializes in tax and business advisory services for Okanagan clients.
Ashley Esplen
Tax and Business Advisor
BBA holder providing tax planning and business advisory services. Manages client relationships with focus on personalized solutions. Active in professional development and community engagement.
Victoria Marks
Tax and Business Advisor
Experienced tax professional offering advisory services for business and personal clients. Specializes in compliance and strategic tax planning. Committed to delivering accurate, timely solutions for complex financial situations.
Questions
What accounting services do you offer?
We provide taxation, business advisory, compliance, estate planning, and bookkeeping services for individuals and businesses across Canada.
How long have you served the Okanagan region?
Our firm has provided accounting services in Kelowna and the Okanagan since 1982, with over 35 years of local experience.
Can I schedule a consultation?
Yes, contact us via phone or email to arrange a consultation during our regular business hours Monday-Friday 8:30am-4:30pm.
Do you work with clients outside British Columbia?
We serve clients throughout Canada, offering remote and in-person services from our Kelowna office.
What certifications do your accountants hold?
Our team includes Chartered Professional Accountants (CPA) and Certified General Accountants (CGA) with recognized industry credentials.
