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Long-Haggerty

Chartered Professional Accountant

Only accountants can save the world...through peace, goodwill and reconciliations

280 Main Street

Penticton, BC   V2A 5B2

P: 250-770-0184  l   E: [email protected]

About the firm

Long-Haggerty Chartered Professional Accountant is small sized accounting practice in Penticton, BC specializing in small business and trust examinations. Jane has experience in a wide array of industries including agriculture, viticulture, real estate, trades, entertainment, professional, non-profits and other small and medium sized businesses.

Jane's personalized service provides you with the comfort of knowing you are well looked after. You can expect timely communication, great work, and personalized results. Jane is known to visit business locations to get to know her clients and how the business operates.

Getting to know clients on a personal level and getting to know how businesses operate, allow Jane to help you reach both your personal and business goal.

Jane operates out of a small office to ensure maximum comfort for client meetings and keep overhead down to ensure you are getting competitive rates for services.

The firm is committed to donating a minimum of 5% of profits back into the community each year and under previous operating name and is proud to have been nominated for multiple small business awards including (under previous operating name: Jane Long, CPA):

  • Small Business BC Awards: Best Community Impact (2015), Best Emerging Entrepreneur - top 10 finalist (2014), Best Concept (2014), Premier Peoples Choice (2014 & 2020)
  • South Okanagan Chamber of Commerce Business Excellence Award: Best Small Business (2014 & 2015)
  • Vernon Women in Business: Woman of the Year (2008)

About the accountant

Along with her CPA, CA designation, Jane is also life qualified, meaning she can provided guidance and services related to insurance and investment products. Jane has obtained her real estate license (inactive) to help her knowledge of real estate clients. Her wide range of knowledge of both sides of the equation help her assess your individual and/or business situation to come up with the best options for you and your loved ones for both accounting, tax and insurance/investment solutions.

Jane is a facilitator for the Chartered Professional Accountants Western School of Business and also provides tutoring and mentoring to students. Her love of teaching and helping others shows when she sits down with her clients to make sure they understand what their financials mean and how the taxes work. She takes an tailored approach to each client to ensure she is providing to your individual needs.



Why hire a Chartered Professional Accountant?

Anyone can call themselves an accountant but 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

DONATIONS HISTORY


2020 Community Donations – $5,200


When we opened in late October 2020, we committed to donating a minimum of 5% of profits back into the community. However start-ups don’t general see any profits and this is 2020, so we decided to make it 10% instead if 5% and made the base off of gross revenues instead of net profit for 2020!


Donations were made to OSNS, SOWINS, local school groups, local school breakfast programs, Christmas hampers and more!

2021 DONATIONS YTD 


We helped raise $740 PLUS hundreds of lbs of non-perishable food & toiletries for the Foodbank without our first annual T1 Personal Tax Season Food Drive. The food drive offered to prepare T1s at a discounted rate of $59 when a donation for the foodbank was provided. We then matched the donations $1 per 1lb of food or $1 donated up to a maximum of $500 - and the maximum was reached!  


We have also donated $125 to SOWINS Walk To End Abuse


Do you have an organization you like to support? 

Contact us and we may match your donation up to $500!

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