Kelly Peters

Kelly Peters
CPA. CGA

Partner, Incorporated
Kelowna

500 - 1620 Dickson Avenue

Kelowna, British Columbia  V1Y 9Y2

Canada

Kelly focuses on providing ongoing corporate income tax planning and advice, assurance services, and other compliance and accounting services—along with personal income tax services and planning—to privately held businesses. He enjoys building relationships with his clients inside and outside of the office, and finding realistic, practical, and economical solutions to their tax, accounting, and succession challenges.

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

Kelly's Expertise

Service Focus
Industry Focus
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

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