Smart & Associates CPA

Farm income, a rental suite, a small contracting business and a pension can all land on the same kitchen table in the North Okanagan, and untangling them is the daily work of a chartered professional accountant. Smart and Associates CPA is based at 2904 31 Ave, in the downtown blocks where a good deal of Vernon professional practice sits within walking distance of itself.

Timing is most of the battle. Spring is the crunch, and a file handed over in the last two weeks before a deadline gets less attention than one handed over in February. Business clients do better still by talking to an accountant before a year end rather than after it, when there is nothing left to arrange. Arrive with what you already have, even if it is incomplete: slips, bank statements, invoices, mileage and receipts sorted roughly by category will save time and money. Ask what they want kept, because the answer often shapes the next twelve months of paperwork.