Tax Planning & Consulting

Switzer & Co. provides tax planning, advisory, and consulting services for individuals, families, entrepreneurs, and business owners across Canada. We believe tax planning should support the life you want to live, not dictate it. Our approach is to understand your goals first and then identify tax-efficient strategies that help you keep more of what you earn while moving toward those goals with confidence.

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What if tax planning started with your life goals?

Build the Life You Want. Then Plan for Taxes.

Strategic Tax Guidance

We have been filing income taxes for over 20 years here in the Kelowna. We established Switzer & Co. in 2008. We are familiar with the diverse array of personal tax situations here in the Okanagan. Students, self-employment, seniors, investments, estate planning, non-resident workers, farmers and more.

Many people focus on getting the biggest tax refund possible. While tax savings are important, a refund is often the result of financial decisions you’ve already made throughout the year.

At Switzer & Co., we believe the best tax plan starts with understanding your goals. Whether you’re building a business, advancing your education, starting a family, buying a home, investing for the future, or pursuing a passion, we help ensure your financial decisions are structured as tax-efficiently as possible.

Before focusing on tax savings, we focus on helping you make decisions that align with the life you want to live.

Tax Strategies That Support Your Goals

Personalized Tax Planning

Good tax planning is proactive, not reactive. By planning throughout the year, you can better understand the tax implications of major financial decisions before they happen.

We work with clients to identify opportunities related to income planning, business structure, investments, retirement savings, family tax considerations, deductions, credits, and long-term financial goals.

You Receive
Proactive tax guidance designed to support your personal and financial objectives while minimizing unnecessary taxes.

Make Decisions for the Right Reasons

Financial Decisions Without “Golden Handcuffs”

Switzer & Company offers our business clients a full range of tax related services. If you do not use our monthly or quarterly bookkeeping services we can prepare your books annually or bring us your bookkeeping records and we will ensure your financial information is compliant.

Sometimes people remain in jobs, investments, or situations that no longer serve them because they are focused on perceived tax advantages. While taxes matter, they should rarely be the primary factor driving major life decisions.

Our role is to help you understand the tax implications of your options so you can make informed choices based on what is best for you, your family, and your future.

You Receive
Clear advice that balances tax efficiency with your overall quality of life and long-term goals.

Clear answers. Confident decisions. Year-round support.

Build the Business You Want. Then Plan for Taxes.

Business Decisons First

Many business owners focus on reducing taxes at all costs. While tax efficiency is important, paying tax often means your business is generating profit, which is usually a positive outcome.

Our approach is to help you make sound business decisions first and then explore opportunities to structure those decisions tax-efficiently. The goal is to maximize after-tax wealth while keeping your business aligned with your vision and objectives.

You Receive
Practical tax planning advice that supports business growth, profitability, and long-term financial success.

Strategic Business Growth

Corporate Tax Planning

Corporate tax planning is not about chasing deductions or making business decisions solely to save tax. It is about building a strong, profitable business and understanding how tax rules can support your long-term goals.

At Switzer & Co., we help business owners look beyond this year’s tax bill and make decisions that support sustainable growth. Whether you’re reinvesting profits, purchasing equipment, hiring employees, compensating shareholders, planning for retirement, or preparing for a future sale, we help you understand the tax implications before important decisions are made.

A good tax strategy should support your business objectives, cash flow needs, and personal financial goals, not limit them.

You Receive
Proactive advice on corporate tax planning, shareholder compensation, business structure, profit distribution, tax-efficient growth strategies, and long-term business planning.

Looking Beyond This Year's Tax Return

Year-Round Planning & Support

Effective tax planning isn’t something that happens once a year. It is an ongoing process that evolves as your circumstances change.

Through year-round consulting and support, we help clients stay informed, prepare for upcoming opportunities, and make confident financial decisions throughout the year.

You Receive
Ongoing access to professional guidance and practical tax strategies tailored to your changing needs.

Your Life First. Taxes Second.

The goal isn't to build your life around a tax return.

The goal is to build a life that's meaningful, authentic, and aligned with your values, then structure your finances and tax strategy in a way that supports that vision. At Switzer & Co., we help you make informed financial decisions while ensuring you don't pay more tax than necessary.
Doing business has never been easier.

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