Business Details
44 Years
experience
Your Trusted Accounting Partner in Kelowna, BC
Houghton & Company & Company is a small, independent accounting firm serving Kelowna and the Okanagan since 1982. Our firm has built a reputation on personalized service, honesty, and integrity, fostering long-term relationships with clients across Canada. With over 35 years of experience, we specialize in accounting, financial, and tax-related matters, offering tailored solutions to meet individual and business needs. Our team of Chartered Professional Accountants combines deep expertise with a commitment to ethical standards, ensuring accurate reporting and strategic advice. We prioritize client education, personally reviewing documents to address questions and clarify complex financial issues. Our services span taxation, compliance, estate planning, business advisory, and bookkeeping, supported by a dedication to staying current with evolving tax legislation.Founded by Bill Houghton & Company & Company, our firm continues to grow through the contributions of partners like Corey LaFreniere and Lisa Houghton & Company & Company, who share a vision of client-centric excellence. We serve diverse industries, providing practical tax planning, operational analysis, and succession strategies to help clients achieve financial stability. Our mission remains focused on delivering reliable advice, minimizing stress for business owners, and empowering clients to make informed decisions. This enduring commitment to quality and trust has solidified our position as a trusted partner in the communities we serve.
Services
Taxation
Business Advisory
Estate Planning
Compliance
Bookkeeping & Payroll
Details
- Year established: 1982
Highlights and features
- We have over 35 years of experience serving Kelowna and the Okanagan.
- Our team includes Chartered Professional Accountants with specialized expertise.
- We prioritize personalized service and transparent communication.
- We maintain a strong commitment to ethical standards and client education.
- We offer comprehensive solutions for taxation, compliance, and business advisory needs.
Associations and certifications
- Chartered Professional Accountants (CPA)
Services
Taxation
Our taxation services cover corporate and personal tax preparation, compliance, and strategic planning. We assist businesses and individuals with minimizing liabilities while adhering to evolving tax regulations. Our expertise includes integration of corporate and personal tax strategies, capital gains guidance, and retirement planning to ensure clients maximize financial efficiency.
Business Advisory
We provide tailored business advisory services, including operational analysis, succession planning, and valuation. Our team helps privately held businesses navigate challenges through budgeting, financial forecasting, and tax minimization strategies. By understanding each client's unique needs, we deliver actionable insights to enhance growth and sustainability for long-term success.
Compliance
Our compliance services ensure businesses meet tax and regulatory obligations with accuracy and timeliness. We manage CRA correspondence, GST/HST/PST filings, Worksafe BC requirements, and non-resident tax matters. By handling complex compliance processes, we reduce stress for business owners, allowing them to focus on core operations while maintaining full regulatory adherence.
Estate Planning
Estate planning services focus on tax-effective strategies for retirement and legacy management. We offer guidance on family trusts, final clearance certificates, and will preparation. Our team assists with date-of-death tax returns and T3 trust filings, ensuring clients' financial legacies are structured to minimize tax burdens and protect assets for future generations.
Bookkeeping & Payroll
We provide comprehensive bookkeeping and payroll services, including full-cycle accounting, T4 preparation, and employee benefit guidance. Our customized solutions track payables, receivables, and financial statements to maintain accurate records. By offering payroll compliance and employment standards advice, we help businesses streamline operations and avoid costly administrative errors.
People
Bill Houghton
Founder
Bill Houghton & Company & Company, CPA, CGA, founded Houghton & Company & Company in 1982 after working with the Canada Revenue Agency. With over 30 years of public practice experience, he specializes in Canadian tax legislation and has built a firm known for ethical standards and client-focused service.
Corey LaFreniere
Partner
Corey LaFreniere, CPA, CGA, joined the firm in 2004 and became a partner in 2013. He provides advisory, accounting, and tax services to diverse industries, combining technical expertise with a client-centric approach to address complex financial needs.
Lisa Houghton
Partner
Lisa Houghton & Company & Company, CPA, CGA, BCom, joined the firm in 2007 and serves as partner and office manager. She focuses on tax and business advisory services, leveraging her UBC education and honors to deliver strategic solutions tailored to client goals.
Ashley Esplen
Tax and Business Advisor
Ashley Esplen, BBA, specializes in tax and business advisory services. As a manager, she provides strategic guidance to clients, ensuring compliance and optimizing financial outcomes through personalized planning and advisory support.
Victoria Marks
Tax and Business Advisor
Victoria Marks offers expertise in tax and business advisory, assisting clients with compliance and strategic planning. Her role involves delivering tailored solutions to individuals and businesses, focusing on minimizing liabilities and maximizing financial efficiency.
Questions
What accounting services does Houghton & Company & Company & Company offer?
We provide notice to reader engagements, review engagements, specialty audits, interim financial statements, and cash flow projections tailored to your reporting needs.
Do you assist with personal and corporate tax planning?
Yes, we offer corporate tax compliance, personal tax returns, capital gains guidance, retirement planning, and strategies to integrate business and personal tax obligations effectively.
What compliance services are available for businesses?
We handle CRA correspondence, GST/HST/PST compliance, Worksafe BC filings, non-resident tax matters, and CRA dispute resolution to ensure regulatory adherence.
Can you help with estate and succession planning?
Our services include family trust advice, final clearance certificates, will preparation tax planning, and date-of-death tax return assistance to preserve wealth for future generations.
What bookkeeping and payroll solutions do you provide?
We offer full-cycle bookkeeping, payroll processing, T4 preparation, employee benefit guidance, and compliance with employment standards to streamline financial operations.
Which areas do you serve?
While based in Kelowna, we serve clients throughout the Okanagan and across Canada with personalized accounting and advisory services.
