Business Details
29 Years
experience
Your Trusted Chartered Professional Accountant in West Kelowna
Executive Accounting has been providing professional accounting and tax solutions to individuals and businesses in the Okanagan Valley since 1997. Founded by Rick Keller, a Chartered Professional Accountant with over 22 years of local practice experience, our firm combines deep technical expertise with a personalized approach to client service. Rick's diverse background includes roles as a legislative aide in Washington, DC, controller for a major manufacturing company, and community leader with decades of volunteer involvement. We specialize in strategic business planning, tax optimization, and estate planning while maintaining a strong commitment to understanding each client's unique circumstances. Our team stays current with evolving tax legislation to ensure compliance and maximize savings for clients across Kelowna, West Kelowna, Peachland, Summerland, Lake Country, Penticton, and Vernon.Through Rick's hands-on guidance and proactive financial strategies, we help clients achieve long-term business success and personal financial security. Our community-focused approach extends to supporting local charities and non-profits, reflecting our commitment to the region's growth. By maintaining small office hours with appointment-based consultations, we ensure personalized attention while adhering to modern health and safety standards. This combination of technical excellence, local knowledge, and client-centric service has earned us consistent referrals and long-term relationships with satisfied clients across multiple industries.
Services
Strategic Business Planning
Purchase and Sale of Business
Business Succession Planning
Estate Tax Planning
Corporate Tax Preparation
Personal Tax Filing
Full Cycle Accounting
Year End Financial Statements
Details
- Year established: 1997
Highlights and features
- Rick Keller has practiced as a local CPA for over 22 years
- Personalized approach combining technical expertise with local knowledge
- Proactive tax planning strategies to minimize liabilities
- Community involvement spanning three decades with local charities
- Specialized in strategic business planning and estate tax optimization
Associations and certifications
- CPA
- CMA
What people say
Best accounting service
Invaluable business decisions
Saved me money
Friendly approach
Clear explanations
Services
Strategic Business Planning
We develop customized business strategies to maximize tax efficiencies, guide capital expenditures, and optimize profit growth. Our planning includes retirement strategies for business owners and tax-efficient succession planning. With Rick Keller's extensive experience, we help clients create sustainable business models that adapt to changing market conditions while maintaining financial stability.
Estate Tax Planning
Our proactive estate planning services minimize probate and estate taxes while ensuring smooth asset transfer to beneficiaries. We prepare all required tax filings and estate trust returns, implementing strategies that reduce tax liabilities. This comprehensive approach helps clients protect their legacies and ensure their wishes are fulfilled through legally sound documentation.
Corporate Tax Preparation
We provide full-service corporate tax preparation while staying current with changing tax laws to minimize annual liabilities. Our services include strategic tax planning, GST/PST filings, and payroll compliance. By analyzing each business's unique circumstances, we identify deductions and credits that optimize tax outcomes while maintaining complete regulatory compliance.
Purchase and Sale of Business
We support business owners through the complete transaction process, including valuations, cash flow analysis, and tax-efficient structuring. Our services cover share versus asset sale analysis to minimize tax implications. With Rick's experience in business transitions, we help clients achieve favorable terms while navigating complex financial and regulatory requirements.
Full Cycle Accounting
Our comprehensive accounting services include monthly bookkeeping, payroll processing, and year-end financial statement preparation. We maintain accurate records according to professional standards, providing clients with clear financial visibility. This service supports businesses in meeting reporting requirements while making informed operational decisions based on reliable financial data.
People
Rick Keller
Owner/CPA
Rick Keller, B.Sc., CPA, CMA has practiced accounting in West Kelowna since 1997. With prior experience as a legislative aide in Washington, DC and controller for a major manufacturing company, he brings diverse expertise to his clients. Rick actively contributes to local charities and has coached sports at multiple levels, demonstrating his commitment to community development and service excellence.
Questions
What accounting services do you offer?
We provide corporate and personal tax preparation, strategic business planning, purchase/sale of business analysis, business succession planning, and estate tax planning services.
Which areas do you serve?
We serve clients across Kelowna, West Kelowna, Peachland, Summerland, Lake Country, Penticton, and Vernon in British Columbia.
How can I schedule an appointment?
Contact us by phone or email during business hours (Monday-Thursday 9:00 AM-4:30 PM) to book an appointment at our West Kelowna office.
What tax deadlines should I know?
Key deadlines include March 1 for RRSP contributions, April 30 for personal taxes, and June 30 for self-employed filers, with earlier cutoffs for document submission.
How experienced is your team?
Rick Keller has practiced as a Chartered Professional Accountant in West Kelowna for over 22 years, with additional experience as a controller for major manufacturing companies.
