Business Details
Trusted Kelowna Accountants for Tax & Business Advisory
Witt Cpa Inc. is a professional accounting firm founded and led by Theresa Witt, CPA, BBA, with over 20 years of expertise in accounting, taxation, and business operations. We specialize in delivering tailored financial solutions to individuals and businesses across Kelowna and surrounding regions, including West Kelowna, Penticton, Enderby, Vernon, Summerland, Lake Country, Big White, and Kamloops. Our core services encompass accounting, assurance, advisory, Canadian tax planning, non-resident tax compliance, bookkeeping, and payroll support.We prioritize client financial optimization through personalized strategies, leveraging cloud-based technologies and deep industry knowledge. Our commitment extends to educating clients on evolving tax regulations, such as the Underused Housing Tax Act, and providing timely support during crises like natural disasters. With a focus on transparency and client-centric service, we aim to build long-term partnerships that drive financial success.
Services
Accounting Services
Tax Planning
Non-Resident Tax
Bookkeeping
Payroll Services
CRA Compliance
Tax Penalty Mitigation
Highlights and features
- We offer 20+ years of CPA expertise in Canadian tax compliance.
- Our team provides personalized non-resident tax planning solutions.
- We implement cloud-based accounting system automation for efficiency.
- We specialize in CRA compliance and tax penalty mitigation strategies.
- Our services include tailored bookkeeping network partnerships for diverse needs.
Associations and certifications
- CPA
Services
Accounting Services
We provide comprehensive accounting solutions including financial reporting, system automation, and cloud-based bookkeeping tailored to business needs. Our services ensure accurate financial tracking and compliance with regulatory standards. Clients receive customized reporting frameworks to support informed decision-making and operational efficiency.
Tax Planning
Our tax planning services cover corporate, personal, and excise tax optimization strategies. We help clients minimize liabilities through legitimate deductions and compliance with evolving regulations. Specialized expertise includes GST/PST management and cross-border tax implications for Canadian residents.
Non-Resident Tax
We specialize in non-resident tax compliance for property owners and investors. Services include CRA registration, tax recovery filings, and penalty mitigation for rental income reporting. Our team navigates complex GST implications in property transactions and provides compliance certificates for real estate sales.
Bookkeeping
We connect clients with certified bookkeepers for tailored financial record-keeping solutions. Our network supports businesses in maintaining accurate ledgers, payroll processing, and customized reporting systems. Implementation of cloud technologies ensures real-time financial visibility and scalability.
CRA Compliance
Our firm assists with Canada Revenue Agency requirements including tax return preparation, compliance certificates, and audit support. We provide guidance on tax relief programs and represent clients in CRA communications to resolve disputes or reporting discrepancies.
People
Theresa Witt
Owner, CPA, BBA
Theresa Witt is a Certified Public Accountant with over 20 years of experience in accounting and tax advisory. She specializes in non-resident tax compliance and business financial optimization. Her expertise includes CRA regulations and cross-border tax planning.
Questions
What accounting services do you offer for small businesses?
We provide financial reporting, system automation, cloud bookkeeping, and review engagements tailored to small business needs.
Do you handle non-resident tax compliance for Canadian property owners?
Yes, we assist with CRA registration, tax recovery filings, and compliance certificates for non-resident property transactions.
Can you help with payroll and bookkeeping solutions?
We connect clients with certified bookkeepers and implement customized payroll systems using cloud-based technologies.
What tax planning services are available for residents?
We offer corporate, personal, and excise tax optimization strategies including GST/PST management and compliance planning.
How do you support clients during tax audits or CRA disputes?
We provide audit support, compliance documentation, and representation in CRA communications to resolve discrepancies.
