About

Gerry Koepke

My name is Gerry Koepke.

I am a tax professional in Burnaby B.C. with over 25 years experience in tax preparaton and where my business, BCR Financial Coaching has been located since 2001.

It is my belief that tax preparation should be more than data entry and have spent my career training and gaining experience which lead to professional approach to preparing tax returns, resulting in careful consideration of deductions and credits with an outcome of the lowest legal tax payable.

In addition to training in all aspects of Canadian individual tax preparation, I completed all requirements and was certified as a financial planner, by the Financial Planning Standards Council of Canada in 2001.

Holding the Certified Financial Planner designation until 2019 has allowed me to identify and support the tax implications of most financial planning strategies.

BCR Financial Coaching has an aim to prepare accurate returns with outstanding client service.

Basic US return preparation is also provided. Please enquire.