We are not a ‘walk-in’ tax return shop.

There are several of those in Kelowna and if that is truly all you need then we are probably not the right firm for you.

When it comes to personal tax returns, we specialize in seeing the big picture for our corporate clients and the families that own these corporations. That’s where we add tremendous value – in looking after the personal tax requirements of the families that own and operate successful companies.

We can help minimize the amount of tax you pay by developing a personal tax plan customized to your individual needs to ensure that you get the most out of any tax saving strategies available to you.

Our team of tax professionals can plan, prepare and explain your tax situation in a way that you will understand. 

We deliver a full range of personal tax services:

  • Personal tax returns
  • Personal financial and retirement planning
  • Proprietor and partnership tax compliance
  • Trust and estate compliance
  • Tax planning and preparation for non-residents

Strategic Tax Planning

More Info

Succession Planning

More Info

Personal Financial Physical

More Info

2017 Personal Taxes

More Info

Smart made simple.

Put our knowledge to work for you.


 Corporate Financial Statement Preparation & Tax Compliance
 Audit & Assurance Services
 Personal Tax Planning & Preparation
 Strategic Tax Planning
 Prosperity Planning