Oakridge Accounting Service

Randall J. Naito Inc., established in January 1995, specializes in providing professional taxation and accounting services to small and medium-sized private corporations, individuals, trusts, and estates in Kelowna, BC. The firm prides itself on offering practical, timely, and accurate services while maintaining a personalized and hands-on approach. For corporations and their shareholders, the firm offers comprehensive income tax planning services, including strategies to minimize corporate and personal taxes, utilization of the lifetime capital gains exemption, and guidance on business structuring and incorporation. They also assist with the purchase and sale of businesses and prepare Compilation Engagement Financial Statements and corporate tax returns. In addition to corporate services, Randall J. Naito Inc. provides income tax planning advice for individuals, estates, and trusts throughout the year, ensuring that clients are well-prepared for any tax-related changes in their circumstances. The firm also handles the preparation of personal income tax returns, estate/trust tax returns, and clearance certificate requests with a focus on maximizing tax savings for their clients. Generated from the website content

Claude P. Bernard Inc, located in Kelowna, British Columbia, is a firm led by Claude Bernard, a Chartered Accountant with a wealth of experience spanning over 30 years. Specializing in advising private companies and individuals on tax and financial matters, Claude established the firm in 2011 with a strong focus on wealth preservation and creation for clients in the Kelowna area. With a career that began in 1985 on Bay Street, Toronto, Claude has honed his expertise through positions in reputable firms before settling in Kelowna in 1993. His approach to client success revolves around the belief that Knowledge + Experience = Success, a formula he applies diligently to provide top-notch services as a Chartered Accountant. Claude's commitment to offering knowledgeable and personalized accounting services has earned him praise from clients who appreciate his friendly demeanor and clear explanations. Those seeking an experienced and dedicated Chartered Accountant in Kelowna can confidently reach out to Claude P. Bernard Inc for expert financial guidance. Generated from the website content

Andrew Tse Inc Chartered Accountant, now operating as TSE Chartered Professional Accountants, is a comprehensive accounting firm based in Kelowna, BC. Specializing in personal, small business, and corporate income tax services, they offer a wealth of expertise spanning over 25 years. Known for their commitment to excellence, the firm is under new ownership but remains dedicated to providing top-tier service and quality to their clients. Their seasoned team of professionals stays abreast of current business practices to guide clients through various financial scenarios. Whether assisting with start-ups, succession planning, tax planning, or business transactions, they pride themselves on setting clients up for financial success. Emphasizing proactive planning, their mission is encapsulated in the mantra, "It’s not what you earn, it’s what you keep." Through meticulous planning and industry know-how, they strive to maximize clients' financial gains. Generated from the website content