At TAVANCA, we’re proud to work with professionals who lead with integrity, vision, and care. This month, we’re honoured to feature Altogether Tax Inc., a Kelowna-based accounting firm that’s embracing transformation while staying rooted in trust and service. Under the leadership of Raúl Sáles, the firm is entering a new chapter—one marked by modernization, strategic growth, and a deep commitment to client protection.
We spoke with Raúl to learn more about his journey, the evolution of Altogether Tax, and how technology is helping shape a more secure and efficient future.
A New Chapter in a Legacy Firm
Altogether Tax has supported small and medium-sized businesses across Canada for over 30 years. When Raúl took over the firm, he brought with him a strong foundation in accounting and advisory services—and a deep respect for the legacy he was inheriting.
The previous owner was preparing for retirement, and the timing aligned perfectly. For Raúl, the transition meant more than acquiring a business, it represented honouring decades of trust and service, while guiding the firm into a new chapter.
“It was a chance to continue something meaningful, while also bringing in new energy and direction,” he reflects.
With a clear vision and a client-first mindset, Raúl began shaping a future rooted in stability, modernization, and trust.
RAÚL SÁLES
OWNER
ALTOGETHER TAX
Reliable Processes, Trusted Results
Since taking the reins, Raúl has led Altogether Tax through a series of foundational changes. From redefining internal processes to enhancing client engagement, the goal has been clear: stability across every layer of the business.
That includes not only the systems and tools they rely on, but also the way the team delivers services, communicates with clients, and fulfills each engagement with consistency and care. It’s a process that demands patience, precision, and the right partners.
Technology as a Strategic Ally
For Raúl, technology plays a far greater role than just being a tool, it’s a pillar of the firm’s future. Most accounting firms today rely on specific platforms to manage bookkeeping, tax preparation, and advisory work, and Altogether Tax is no exception.
With TAVANCA’s support, the firm has implemented secure cloud systems, password managers, and integrated tools that streamline operations while protecting sensitive data. Raúl highlights how these improvements have helped build efficiencies in how different technologies communicate: “It’s about being proactive, not reactive.”
Proactive Protection and Strategic Support
In today’s digital landscape, even small firms face big risks. For Altogether Tax, protecting sensitive client data is more than a technical requirement—it’s a core responsibility. Reliable IT support has become essential, not just for troubleshooting, but for ensuring security, consistency, and responsiveness across the board.
Working with TAVANCA has also strengthened the team’s ability to respond quickly and confidently. From phishing prevention to seamless system integration, the support has been timely and effective. Raúl shares. “There’s an instant reaction to anything we need, and that makes a real difference.”
That experience has shaped how Raúl thinks about technology in business, and it's why his recommendation to other professionals is clear:
“It’s easy to think you’re saving money by doing things yourself, but there are so many layers we’re not aware of. Technology isn’t just tactical, it’s strategic. It protects your business and helps you grow.”
Looking Ahead with Confidence
As Altogether Tax continues to evolve, Raúl and his team remain committed to growth, modernization, and meaningful service. Their journey reflects not only a strong vision, but also the dedication it takes to lead a firm through change with care and purpose. This new chapter is a testament to their leadership, and to the trust they continue to build with every client they serve.
- Celebrating a bold step forward in leadership and transformation:
Learn more at altogethertax.com
- Discover how TAVANCA empowers firms ready to evolve with confidence:
Visit us at tavanca.ca
