Who We Help

Whether you’re a small business, a realtor, you own a brokerage, or you’re running a non-profit or charity, we’re here to help you build your business.

Our Clients

Small Businesses

We specialize in helping local Okanagan businesses reach their goals through sound accounting practices. Whether your industry is in agriculture, viticulture, trades, entertainment, professional, or other local industries we can help you get your accounting straight.  At Long-Haggerty CPA Inc. we love to work with local small business owners.  We know the importance of communication and treating all clients like they matter, because they do!

Articles: Pros & Cons of Sole Proprietor VS Corporation.

Realtors

If you are a realtor operating in the Okanagan we can help you get your books in order, and keep them there. With so much action taking place in Okanagan real estate you need an accounting firm who understands your needs.  Long-Haggerty Chartered Professional Accountant Inc has specialized in this field.  Jane Long-Haggerty even took the real estate course and gained experience in the field to help ensure she knew the ins and outs of the trade to help service our real estate clients. 

Real Estate Brokerages

Real Estate Brokerages have a unique set of accounting acquirements that the professionals at Long-Haggerty Chartered Professional Accountant Inc. understand very well. Give us a call today to discuss how we can help your brokerage with our accounting services including Trust Examinations and Financial Statement Reporting.

Non-Profit/Charities

Non-profit organizations have different requirements for filing with CRA but also reporting requirements for the various stakeholders. The needs of non-profits vary from other organizations and its important you have an accountant that understands the differences and the importance of the requirements.  Here at Long-Haggerty Chartered Professional Accountant Inc., we understand the unique requirements and celebrate them.

CURRENT DRIVES & DONATIONS 

WE ARE GETTING READY FOR OUR ANNUAL TAX SEASON FOODBANK DRIVE!  This drive runs February through April each year.  We accept non-perishable food, toiletries and cash and then match the donations!

Come check us out at our new location: 479 Winnipeg Street or cheque out the foundation's website www.lhrcommunityfoundation.ca

Ongoing:

We are still accepting new backpacks, thermoses, lunch kits, water bottles, shoes, t-shirts and school supplies for our 'Fill-A-Backpack' program.  Our official launch of this program was extremely successful, beating our target of 50 backpacks and hitting 75!  The backpacks were disbursed to local families and school to help families with the cost of going back to school.

We are looking to expand the program to ensure families have access all year.

If you would like to donate or sponsor OR if you know a family that could use our help please contact us at: donations@lhrcommunityfoundation.com

 

3RD ANNUAL TOY & PJ DRIVE

WITH YOUR HELP, WE PROVIDED 16 FAMILIES WITH FULL CHRISTMAS HAMPERS INCLUDING GIFTS FOR ALL FAMILY MEMBERS AND GIFT CERTIFICATES FOR FOOD. 

IN ADDITION WE WERE ALSO ABLE TO PROVIDE INDIVIDUAL ITEMS TO OTHER INDIVIDUALS AND ORGANIZATIONS WITHIN OUR COMMUNITY.

CPA Penticton