Kelly Peters

Kelly Peters

CPA. CGA
Partner
Kelowna

500 - 1620 Dickson Avenue

Kelowna, British Columbia  V1Y 9Y2


Professional Summary


Kelly L. Peters focuses on providing ongoing corporate income tax planning and advice, assurance services, and compliance and accounting support, along with personal income tax planning services, to privately held businesses. He values building strong relationships with his clients—both inside and outside the office—and takes a practical approach to identifying realistic, economical solutions to complex tax, accounting, and succession challenges.

With over 15 years of experience advising on accounting, assurance, tax, and business advisory matters, Kelly has become a trusted advisor to owners of privately held enterprises across several industries. He joined Crowe MacKay LLP in the fall of 2015 as part of the firm’s private enterprise group and primarily serves clients in the construction and engineering, automotive, development, and winery industries. Prior to joining Crowe MacKay, Kelly was a principal with a British Columbia regional firm, supporting private enterprise clients across a wide range of industries.

 

Education

  • Bachelors of Business Administration, Entrepreneurial Leadership (BBA - Honors)
  • Certified General Accountant (CGA) 
  • Chartered Professional Accountant (CPA)


Community Involvement

  • Involved in Rotary from 2009 to 2017
  • Past Treasure of Lake Country Health Planning Society
  • Has put his financial background to work when assisting other NPO he has been involved in

Service Focus


  • Audit
  • Tax
  • Advisory
  • Succession l Retirement l Estate Planning

Industry Focus


  • Manufacturing
  • Professionals
  • Professional Services Firms
  • Real Estate and Construction
  • Retail Automobile Dealership
  • Technology