If after looking through my site you decide I am not what you are looking for I have a few companies I make referrals to:
US & Canadian - for matters that are a little too complicated for me!
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Compass Tax in Calgary - A boutique firm run by Tony Batti and James Gotteselig. Both with decades of full time experience in dealing with international tax issues.
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Continental Tax in Calgary - A boutique firm run by Lyle Moline. Also with decades of full time experience in dealing with international tax issues including many years as a tax senior manager at one of the big accounting firms.
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Tax Junction in Kelowna - A boutique firm run by Heather Sanders. She has many years of experience with international tax issues. She has one assistant and as of March 2025 is full up with clients for March and April. You can check her website and if she has put her contact information back on her website then she is taking on new clients for May onward.
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Canadian only - Local to Kelowna and Area
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Jeannine Patora at Tax Solutions. Jeannine does not have a designation of any kind but has a lot of experience doing simple Canadian tax returns and charges considerably less than I do. She doesn't have a website but does have an extensive Facebook page.
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RDF CPA - Owned by Ruth Fukumoto, CPA, CA, BBA she has 10+ years experience as a public accountant and has just started her own practice as of August 2020. She specializes in corporate notice to readers and personal tax returns for their shareholders. She does not do tax returns for anyone that does not need a corporate return as well.
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Aries Accounting - Owned by Sarah Sabo, CPA, CMA she has 20+ years experience as a public accountant. She started her own practice in 2009 and has grown her practice to include several employees.
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Jie Van Wynsberghe, CPA, started her own practice in June 2024 doing personal and corporate Canadian taxes. She is based out of Oliver, B.C. but as a new CPA has availability to take on new clients and will take on personal tax clients without a corporate return to do as well. She does have several tax seasons of experience working for other CPA firms. Jie does not yet have a website but does have a facebook page for her practice.
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