Bernard P Claude

Claude Bernard Chartered Accountants is a trusted financial partner serving individuals and businesses in Kelowna, British Columbia. Led by experienced Chartered Professional Accountant Claude Bernard, the firm offers a comprehensive range of accounting, tax planning, and consulting services to help clients achieve their financial goals.

Personal and Corporate Income Tax Preparation

Claude Bernard Chartered Accountants expertly prepares tax filings for individuals and businesses, optimizing deductions and maximizing refunds.

Financial Statements

The firm provides comprehensive financial statement preparation and analysis services, ensuring accurate and reliable financial reporting.

Business Start Ups and Succession Planning

From business inception to succession planning, Claude Bernard Chartered Accountants offers guidance and support throughout the process.

Estates and Trusts

The firm assists with estate planning and trust establishment to ensure the proper distribution of assets.

Tax Planning

Claude Bernard Chartered Accountants collaborates with clients to develop comprehensive tax plans, minimizing taxes and maximizing wealth preservation.

Business Purchases and Sales

The firm provides invaluable advice on business transactions, including acquisitions, mergers, and sales.

Consulting to Owner-Managed Businesses

Claude Bernard Chartered Accountants offers tailored consulting services to owner-managed businesses, covering operations, finance, and growth strategies.

Advisor to Professionals

The firm is proficient in providing accounting and financial guidance to professionals in various industries.

Competitive Fees

Claude Bernard Chartered Accountants believes in transparent and affordable fees. Our fees are competitive, reasonable, and based on our vast accounting knowledge and over 25 years of experience.

Contact Us

To schedule a consultation or request a quote, please contact Claude Bernard Chartered Accountants today. We are committed to providing personalized and tailored solutions to meet your unique financial needs.