Website Call now
Website
Call

Passionate about Finance and Client Success

Darren W. Moffatt, CPA, CMA has been guiding individuals and businesses in the South Okanagan towards financial success for over 25 years. With a deep understanding of taxation, accounting, and bookkeeping, Darren is a trusted advisor who empowers clients to achieve their financial goals.

Diverse Expertise and Experience

Darren's career is marked by diverse experiences. He honed his analytical skills during six years working at the Canada Revenue Agency, where he investigated tax violations and led the Non-filer unit. This experience translates into meticulous attention to detail and efficient tax compliance for his clients.

Specialized Support for Businesses

Beyond tax compliance, Darren offers comprehensive business advisory services, including:

  • Business Accounting: Accurate financial statements, tailored financial plans, and proactive financial guidance.
  • Business Advisory: Strategic planning, risk management, and operational efficiency improvements.
  • Payroll Services: Streamlined payroll processing, including compliance with all relevant regulations.

Tailored Solutions for Every Client

Darren believes in personalized service and understands that every client is unique. He takes the time to understand your specific needs and goals before developing customized solutions and strategies. Whether you need assistance with tax returns, financial planning, or streamlining your business operations, Darren is committed to providing individual attention and clear communication every step of the way.

Comprehensive Services for Personal Finances

For individuals, Darren offers comprehensive tax preparation services, ensuring you maximize your refund or minimize your tax burden. He also assists with:

  • Personal financial planning & goals setting
  • Retirement planning & investment guidance
  • Estate planning & succession strategies

Let's Partner for Success

Whether you require reliable bookkeeping services, strategic business guidance, or personalized financial planning, Darren W. Moffatt, CPA, CMA is dedicated to becoming your trusted partner in achieving financial success. Contact him today and discover the personalized approach that sets him apart.

Reviews
Positive: The accountant is praised for their professionalism, knowledge, and helpfulness, with many reviewers highly recommending their services.

Overall Impression

The reviews are overwhelmingly positive, with all reviewers giving 5-star ratings and praising the accountant's professionalism, knowledge, and helpfulness.

Professionalism and Knowledge

Reviewers praise the accountant's professionalism, quick response times, and ability to explain complex tax matters in a clear and concise manner. They appreciate the accountant's knowledge in areas such as corporate taxation, dealing with the CRA, and creating effective tax structures.

Personal Touch

Many reviewers comment on the accountant's personable nature, willingness to go the extra mile, and ability to make clients feel at ease. They appreciate the accountant's helpfulness and guidance in making important business decisions.

Recommendations

All reviewers highly recommend the accountant, stating that they would return for future services and encourage others to do the same.

Review D W Moffatt

Be the first to review D W Moffatt.

Write a Review