Tax Preparation,
Accounting, Assurance, & More

Omland Heal Chartered Professional Accountants has the experience and knowledge to provide an extensive range of services to individuals and businesses. We strive to meet each of our client’s specific needs in planning for the future and achieving their goals. Our firm’s professional services include the following areas of expertise. Please feel free to contact us if you have an accounting service to discuss that you do not see listed below.

Personal and Corporate Tax Planning and Preparation


Our firm can assist both individuals and businesses with a complete range of tax services and financial planning. We prepare corporate and personal tax returns, offer tax planning and assist clients in their interactions with their financial institutions.

Compilation, Review, and Audit of Financial Statements


Our firm provides professional compilation, review and audit services to businesses of all sizes. We can compile your financial records into meaningful GAAP compliant financial statements, offer limited scope review engagements or deliver complete audit reporting.

Computer Consulting and Training


We offer step by step installation and training programs for the most common accounting and data processing programs, including QuickBooks® and Simply Accounting.

Computerized Accounting and Payroll Services


Our professionally trained staff can provide computerized monthly, quarterly or annual bookkeeping for our clients who do not have access to full time staff. In addition we offer complete payroll and payroll tax reporting services including withholding tax remittances, T4’s and ROE’s.

Financial Forecasts and Projects


Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company’s financial goals.

Estate and Trust Tax Planning


Effective estate planning allows for the orderly transfer of assets to your beneficiaries. With the assistance of our client’s lawyers, life insurance agents and other advisors, we are well suited to provide effective estate planning solutions. This collaborative method assures our clients of the best overall estate and tax planning available.

Corporate Tax Reorganization


Our firm has individuals specially trained to ensure that your corporate structure will fit your needs for years to come. If this is not the case, we have the knowledge and ability to restructure your corporate holdings in the most tax effective manner possible.

Purchase and Sale of a Business


Purchases and sales of businesses, or even of significant assets, can be the most complex transactions you can undertake. Our firm has the knowledge and experience in assisting clients with such matters. We can help in dealing with the complicated negotiations and tax implications. In addition, we can assist in dealing with all the different variables in such transactions, such as vendors, purchasers, bankers, investors and the Canada Revenue Agency.

Due Diligence


We can assist you in assessing new business opportunities, purchasing of existing businesses or even the viability of your own business.

Business Consulting


Our firm offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. We will act as a sounding board for management and provide comprehensive, flexible strategies that address the issues affecting your business.

Business Succession Planning


Effective transition of your business to your successors is critical to its continued health. Our strong background in the areas of tax, succession and estate planning, and other financial matters, fully qualify us to address the complex issues surrounding your business continuation.

Business Valuation


We can offer a professional and objective business valuation which is a necessary component of many transactions, such as purchase, sale or reorganization of a business, shareholder and partnership agreements, matrimonial settlements, or estate proceedings.

Cash Flow and Budgeting Analysis


Your business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and issues surrounding your business.

About Us

Our firm has served Penticton for over 35 years

FIND US

Omland Heal LLP

200-498 Ellis St.

Penticton, BC V2A 4M2

CALL US

Tel: 250-492-8444

Toll-free: 1-800-663-6707

Fax: 250-492-8688

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Omland Heal LLP Email address

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Hours June through November
Monday – Friday: 8:00 AM – 4:30 PM

Closed Saturday, Sunday, and Statutory Holidays

Hours December through May
Monday – Friday: 8:00 AM – 5:00 PM

Closed Saturday, Sunday, and Statutory Holidays

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