Why Choose Us
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.
About Long-Haggerty Robertson LLP
Long-Haggerty Robertson LLP provides professional and tailored services to small and medium-sized businesses in and surrounding the South Okanagan with the added advantage of having local knowledge and respect.
Here at Long-Haggerty Robertson, we love working with small businesses, family businesses, and local Okanagan businesses. We believe in personalized service, timely communication, and upfront information on rates as well as rate guarantees – so that you don’t have to worry about surprise invoices!
Our passion is to support the local economy and to support our community. In 2016 we implemented a very special program we call the Giving Back Program- which means that a minimum of 5% of our profits are donated back into the community. We are proud partners of local food banks, Local Schools, Local Sports Organizations, SOWINS, OSNS, and more.
As a local business, we strongly encourage aligning yourself with a cause or organization that could use your support – let us know when you make a donation and we will match it!
We are here to support you in your growth as an entrepreneur. Connect with us to see the difference today!
Why Hiring A CPA Matters
When It Comes To Your Business
There are lots of ‘accountants’ and tax preparers, but they are not necessarily a CPA. CPAs go through rigorous education and training (7 years – 3 of which are done working full time and in school full time PLUS continuous annual Professional Development requirements) and are regulated by a governing body. This allows protection for the client as there is a body that is overseeing what we do and they have very strict compliance regulations.
The truth is that “Anyone can call themselves an accountant but they are not allowed to call themselves a Professional Accountant.” CPA’s adhere to the high standards of the Chartered Professional Accounting Association of BC. CPA’s must have a license to practice public accounting in their province and are monitored regularly by the CPA Association. For more information www.bccpa.ca
We Are Your Small Business Experts
Approachable, Accountable, Affordable
Approachable – clients come expecting a painful visit like going to a lawyer or dentist, but once they meet us they are so much more comfortable. We have a lot of comments like “wow – you aren’t like other accountants, you are so easy to talk to and I don’t feel intimidated” – it’s amazing a lot of clients feel their accountants almost look down on them or dress in such a formal way that it makes them seem stiff and unapproachable. We want our clients to feel at ease and that its important for them to be comfortable talking to us. The more we know them and/or their business (the good the bad and the ugly) the better equipped we are to work with them in achieving their goals.
Accountable – meaning they can count on us to get the work done right and on time. We do what we can to ensure filings are done on time so clients don’t get penalized. We are up-to-date on professional development so clients know they can count on us to be doing the work to the highest and newest standards. We believe in upfront communications for costs / billings and our quotes are guaranteed so clients can count on no surprise billings.
Affordable – our rates are very competitive. We able to do so because we don’t have the same overhead structure of some of the larger firms, but we also don’t believe in charging more just because we can. We believe in charging based on the work done and fees based on our overhead and not what others are doing.
280 Main Street, Penticton, BC, V2A 5B2
Hours of Operation
Monday - Friday
Open Door: 9am - 2pm
By Appointment: 2pm - 5pm
By Appointment: 9am - 2pm
Closed Sundays and All STAT Holidays