Where Clean Books Meet High-Level Tax Strategy.

Clear bookkeeping, accurate filings, tax planning before year-end.

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Running a business is hard work.

Doing your own books or worrying about a big tax bill at the end of the year shouldn’t make it harder.

We bring your business and personal money goals into one simple, clear picture. No confusing accounting talk. No hidden surprises.

Just plain English solutions that help you keep more of your hard-earned money.

We move beyond basic compliance to help you navigate the complexities of corporate and personal tax integration with a focus on long-term prosperity and building a sustainable legacy for you and your family.

Book A Discovery Call

100% Confidential • 15-Minute Chat • Zero Pressure

  • Once a year is not a plan.

We feel your pain...

For most owners the year goes like this: run the business, drop off the shoebox, wait, get a number, pay it. By the time anyone opens the books, every decision that could have changed that number is already twelve months old.

Here’s what usually happens…

Messy Books

You spend hours trying to organize receipts instead of growing your business.

Missed Savings

You work hard for every dollar. Smart tax planning makes sure your business structure works just as hard to keep that wealth in your family.

Surprise Tax Bills

You get a huge bill from the government that you didn't plan for.

There’s a better way. We treat your business like the family empire it is.

We keep your books clean every month and build your tax plan throughout the year, not after it.

Get Started

What we do:

Everything under one roof. Books, filings, & planning

Easy Bookkeeping

Keep it clean.

We keep your books current so the numbers are there when you need them.

  • No more lost receipts or shoe-boxes full of paper.

  • Monthly summaries so you know how your business is tracking.

  • Your records kept current and available.

Stress-Free Tax Prep

Filing it right.

We handle your personal and company tax returns from start to finish.

  • We track your filing deadlines and work with you to keep you ahead of them.

  • Clear, well-planned tax filings informed by ongoing advisory support every step of the way.

  • Clear explanations of your numbers in plain, simple English.

Smart Tax Strategy

Structure that fits your goals.

Why pay more tax than you legally owe?

  • Planning built around your business and personal goals, not off of a template.

  • Strategic structural planning that aligns your business setup with your family’s wealth goals

  • Clear advice on how to pay yourself (salary vs. dividends) the smart way.

How it works.

  • 15 Minute Call

    STEP 1

    A free, confidential, and low pressure chat to see if we’re a good fit.

  • Custom game plan

    STEP 2

    We go through your books, determine where your money is going, and then set out any recommended changes and what each change is worth. Let us show you your potential.

  • Watch it work

    STEP 3

    We clean your books, handle your taxes, keep you informed, keep you informed all year, and allow your business to work for you.

Bookkeeping vs. Accounting vs. Tax Planning

(And How They Work Together To Build Your Family Enterprise)

The Foundation

Your Daily Dashboard

Tracking the money coming in and going out of your business every single month.

Bookkeeping

Start Bookkeeping

The Scorecard

Keeping Things Clear

Working with you to get your CRA filings done accurately and on time.

Accounting

Start Accounting

The Chess Game

Decided Before Year-End

Looking at your corporation and your personal income as one picture, so your tax bill is decided before year-end, not discovered after it.

Tax Law Strategy

Start Tax Planning

What benefits your business most?

Tell us a little about yourself, and we’ll contact you with a simple and easy to understand proposal about what service best aligns with your family enterprise. 

Proudly Serving Small Businesses Across the Okanagan

We look at your business books and your personal tax as
one picture, so nothing gets planned in isolation.

Whether you run a trade business in Kelowna, a winery in Penticton, a professional practice in Vernon, a local shop in West Kelowna, or a home business in Lake Country, Founders Family Wealth & Health is your local partner.

CONTACT

FOUNDERS FAMILY WEALTH TAX & ACCOUNTING INC.

Robert@foundersfamilywealth.com
+1 (250) 826-3856
769 K.L.O. Road #416, Kelowna, British Columbia, V1Y 9L9

Founders Family Wealth Tax & Accounting Inc. is an independent member of the Founders Family Wealth network. Legal, mortgage, and accounting services are provided by separately owned and separately regulated bodies.