Business Details
Trusted Accounting Services in Penticton
At Okv CPAs, we are dedicated to building lasting relationships that empower clients to achieve financial success. Our team combines extensive experience in public accounting, private industry, and Canada Revenue Agency (CRA) processes to deliver tailored solutions for individuals, estates, and businesses across British Columbia and Alberta. With expertise in tax planning, financial statements, and business advisory services, we prioritize clear communication and strategic guidance to help clients navigate complex financial challenges.Our professionals bring decades of combined experience, including specialized knowledge of CRA audits and appeals, ensuring reliable support for resolving tax-related issues. By focusing on personalized service and leveraging our deep understanding of local markets, we aim to be the trusted partner clients rely on for both immediate needs and long-term growth.
Services
Tax Accounting
Financial Statements
Business Advisory
Strategic Planning
Estate Tax Planning
CRA Audit Support
Corporate Restructuring
Succession Planning
Financial Modeling
Budget Preparation
Highlights and features
- We offer decades of combined experience in public accounting and Canada Revenue Agency processes.
- Our team provides strategic tax planning tailored to individual and corporate needs.
- We specialize in resolving complex CRA audit and appeal cases.
- We deliver personalized financial advisory services with a focus on local market insights.
- Our professionals hold recognized designations including CPA, CMA, and CA.
What people say
Highly experienced professionals
Clear communication
Successful CRA audit support
Personalized service
Strategic planning expertise
Services
Tax Accounting
We provide comprehensive tax planning and compliance solutions for individuals, corporations, and estates. Our expertise includes optimizing tax positions, preparing returns, and navigating complex tax regulations. With direct experience in Canada Revenue Agency processes, we help clients minimize liabilities while ensuring full compliance with federal and provincial requirements.
Financial Statements
Our financial statement preparation includes notice-to-reader reports, reviews, and audit-ready documentation. We ensure accurate representation of financial health for stakeholders, regulatory bodies, and internal decision-making. Services cover compilation, analysis, and presentation tailored to business size and industry requirements.
Business Advisory
We offer strategic guidance on business succession, acquisitions, restructuring, and growth planning. Our advisory services integrate financial analysis, risk assessment, and operational optimization to enhance profitability and long-term sustainability for small to mid-sized enterprises across multiple sectors.
CRA Audit Support
Our specialized support for CRA audits and appeals draws from firsthand experience with agency processes. We represent clients in dispute resolution, provide documentation strategy, and develop compliance frameworks to address audit findings and prevent future issues effectively.
Estate Planning
We develop tailored estate tax strategies to preserve wealth across generations. Services include trust structuring, inheritance tax optimization, and integration with overall financial plans, ensuring smooth transitions while minimizing tax burdens for high-net-worth individuals.
People
Glen Herman
CPA, CMA
Glen brings extensive experience in public accounting, corporate finance, and Canada Revenue Agency audits. He focuses on strategic tax planning and client education, combining technical expertise with practical business advice to drive client success.
Andrew Dimma
CPA, CA
Andrew specializes in corporate tax strategy and business development. With local Okanagan expertise, he advises entrepreneurs on growth planning and financial management, leveraging his background in public accounting and community leadership.
Carla Relvas
CPA, CA
Carla offers deep expertise in financial analysis, corporate restructuring, and CRA audit resolution. Her career spans public practice and venue finance management, providing clients with practical solutions for complex accounting challenges.
Kim Land
Accounting Professional
Kim provides hands-on accounting support with experience in public practice and tourism finance. She specializes in delivering accurate, client-focused solutions for tax and financial reporting needs across diverse industries.
Questions
What accounting services do you specialize in?
We specialize in tax planning, financial statements, business advisory, CRA audit support, and corporate restructuring for individuals and businesses.
How do you help with Canada Revenue Agency issues?
Our team has direct experience with CRA audit processes and appeals, providing strategic solutions to resolve tax-related disputes efficiently.
Do you serve clients outside Penticton?
Yes, we serve clients throughout British Columbia and Alberta, with remote consultation options available.
What makes your firm different from other accountants?
Our unique combination of CRA experience, personalized approach, and strategic business advisory capabilities sets us apart in addressing complex financial challenges.
