Located in the city of Kelowna in the beautiful Okanagan Valley, we have been providing accounting, tax and financial planning services to our individual, business, trust, and estate clients in Canada since 1994.
Our relatively small size allows us to focus on client needs and react quickly to change. Access to highly sophisticated resources is available through a well-established network of tax lawyers and accountants. Computer support is provided by certified network engineers and technicians.
We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.
We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.