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Your Partner in Achieving Financial Success

At Mason CPA, we are a family-owned and operated chartered accounting firm committed to providing exceptional financial services to our clients in Kelowna, BC, and surrounding areas. Our team, led by Scott Mason, CPA, CA, is dedicated to delivering personalized solutions tailored to meet the unique needs of small to medium-sized businesses, professionals, and individuals.

With over 20 years of experience, our expertise extends to financial statement and corporate tax preparation, tax planning, risk and business management, business succession, estate and financial planning, and more. We pride ourselves on being approachable, adaptable, and friendly, ensuring that our clients receive 100% expertise, 100% client satisfaction, and 100% friendly service.

Our commitment to the community is evident in our involvement and sponsorship of various local events and organizations, including Rotary, NiteHawk Ski Team, Big Brothers and Sisters, and the Grande Prairie Regional Hospital Foundation. We take pride in being an integral part of the community we serve.

Our Services

Our comprehensive range of services is designed to cater to the diverse needs of our clients. From financial statement and corporate tax preparation to business succession planning, we provide expert guidance and support to help our clients achieve their financial goals. Our services include:

  • Financial statement and corporate tax preparation
  • Tax planning, tax preparation, GST, and other compliance reporting
  • Risk and business management
  • Business succession, estate, and financial planning
  • Controllership, access to excellent bookkeeping, and document management
  • Purchase and sale of existing businesses
  • New business and start-up advice

Resource Centre

We understand the importance of staying informed and up-to-date on various financial matters. That's why we've created a resource centre, providing access to relevant links, publications, and tools to help our clients make informed decisions. Our resource centre includes information on tax alerts, construction and T5018 reporting, scientific research and development tax incentives, and more.

Dropbox

For convenience and ease of file sharing, we offer a secure Dropbox service. Simply drag and drop your files, or select them from your device, to share important documents with us.

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