Accounting & Tax Β· Vernon, BC

Your numbers,
made clear.

Personal and small business accounting for people who'd rather focus on running their business than worrying about their books. Straightforward advice, fair fees, and a CPA who actually returns your calls.

Why clients choose us

βœ“

Fixed-fee pricing on most services β€” you'll know the cost before we start.

βœ“

Year-round availability β€” not just during tax season.

βœ“

Plain-language advice β€” we explain things in words that make sense.

βœ“

Local and independent β€” your file is handled by a person, not a call centre.

Services

What we can help with.

Whether you need someone to handle your personal taxes or a partner to manage your business finances, we keep things simple.

πŸ“‹

Personal Tax Returns

T1 preparation for individuals, couples, and families. We'll make sure you claim everything you're entitled to and file on time.

πŸ“Š

Small Business Accounting

Monthly or quarterly bookkeeping, financial statements, HST/GST filings, and year-end preparation. We keep your books clean so you can focus on your business.

🏒

Corporate Tax (T2)

Corporate returns, tax planning, and compliance for incorporated businesses. We'll help you structure things to minimize your tax bill legally.

🧭

Business Advisory

Thinking about incorporating? Buying a business? Planning for retirement? We'll walk you through the numbers and help you make informed decisions.

πŸ“‘

Payroll Services

Payroll processing, T4s, ROEs, and CRA remittances. We handle the compliance so you don't have to worry about deadlines and penalties.

πŸ”

CRA Audit Support

If the CRA comes knocking, we'll handle the correspondence, prepare the documentation, and represent you. We've got your back.

Who We Work With

From sole proprietors to growing teams.

Contractors & Trades Restaurants & Hospitality Retail & Ecommerce Real Estate Investors Freelancers & Consultants Non-Profits Professionals Families & Individuals
Our Approach

Accounting without the headaches.

We started this practice because we saw too many people getting overcharged for basic services and underserved when they needed real advice.

01

Fixed fees, not billable hours

Most of our services are quoted at a flat rate. You'll know what you're paying before we do a single thing. No clock watching, no surprise invoices.

02

We speak your language

Accounting has a lot of jargon. We skip it. When we explain something, you'll actually understand what it means for your business and your money.

03

Proactive, not reactive

We don't just file your taxes and disappear. We check in throughout the year, flag issues before they become problems, and look for opportunities to save you money.

04

Small firm, personal attention

You won't be passed around between junior staff. Your file is handled by a CPA who knows your name, your business, and your goals.

Client Reviews

Trusted by businesses across the Okanagan.

β˜…β˜…β˜…β˜…β˜…
"Switching to Clearview was one of the best decisions I made for my business. They found deductions my old accountant missed for years, and their fixed pricing means I actually know what I'm spending. Highly recommend."
James R. Electrical contractor β€” Vernon
β˜…β˜…β˜…β˜…β˜…
"Finally an accountant who explains things without making me feel stupid. They walked me through incorporating my business step by step and now handle all my bookkeeping. Worth every penny."
Rachel M. Salon owner β€” Armstrong
β˜…β˜…β˜…β˜…β˜…
"We've used Clearview for our personal and rental property taxes for three years now. Always responsive, always thorough, and their fees are very reasonable for the quality of work."
Brian & Karen S. Real estate investors β€” Coldstream
Get Started

Let's talk about your numbers.

Book a free 30-minute consultation. We'll review your situation, answer your questions, and tell you exactly how we can help β€” no obligation.

Phone 250-555-9876
Office Vernon, BC
Hours Mon–Fri, 9am–5pm