Accounting, Assurance, Tax and Advisory

As your trusted advisors, we strive to give you personalized service tailored to your specific needs.

When you put your business or personal financial interests in the hands of McCay Duff ’s professionals, you can rest assured that everything is done with your best interests in mind.

As your trusted advisors, we strive to give you personalized service that is tailored to your specific needs. Whether it is helping you or your company maximize wealth and minimize taxes or helping your not-for-profit organization meet its statutory requirements and reach its own goals, we improve accountability and are always there for you.

Accounting and Assurance

Clear Accurate Financial Picture

Financial Statements

At McCay Duff, our job is to present a clear and accurate picture of your financial position, allowing you to make sound financial decisions.

In addition to providing information to existing shareholders, for-profit companies can also benefit by having independently prepared financial statements in instances when they are seeking financing and/or considering merger and acquisition opportunities. In the case of non-profit organizations, in addition to clearly showing your members how the organization’s resources have been expended, having your financial statements independently prepared can also help satisfy the requirement of funders, donors and government agencies.

Financial statements provide an overview of your current financial position, as well as what took place during the year. In addition to helping you present your financial statements in a clear and concise format, our Chartered Professional Accountants are licensed to conduct audit and review engagements on your financial statements.

Assurance services from professional Firms are typically perceived to be interchangeable commodities. At McCay Duff, we believe that our commitment to a high level of client service is a distinguishing feature of the service we provide our clients.

We view the assurance engagement process as an opportunity to provide feedback on your controls and processes, helping your company or organization improve performance and accountability.

At McCay Duff we believe that success will inevitably flow from creating win-win conditions with our clients – and it is this belief that guides us in our approach to assisting clients with matters of a technical nature. We believe that providing guidance, and working with management in a collaborative fashion, will result in success for all.

Contact us to find out the differences and we can help determine how best to meet your specific needs.

Business Advisory

Services Business Advisory

Business Advisory

From launching your business and setting up your financial systems to planning for succession, our financial professionals are with you every step of the way.

More than just trusted advisors, our business specialists bring knowledge and perspective to every issue, big or small.

Buying a business — Through a detailed analysis of the business you are considering buying, we can help get a real sense of the business’s strengths and weaknesses to avoid surprises.

Selling a business — Whether we are assisting during negotiations, reviewing letters of intent or simply making sure you are aware of all tax implications and risks, our goal is to protect your interests.

Shareholder agreements — We can assist in establishing a framework for your business to help ensure future success.

Business plans — We can help you determine an approach that makes sense, one that also helps you secure the funding you need to get started.

Cash flow projections — More than just money in and money out today, we can help you identify your future cash needs in advance so you can ensure you have the necessary funding for future operations.

Succession planning — Let us help you structure your business to protect it, and you, against risk and allow you to get the most for its future sale.

Business valuations — Using a variety of industry standard and certified methods, we can help you determine an approximate value of your business in advance of a sale or settlement.

Whether it is helping you or your company maximize wealth and minimize taxes or helping your not-for-profit organization meet its statutory requirements, improve accountability and reach its own goals, McCay Duff is always there for you.

Contact us today to enjoy the benefits of having experienced business advisors on your side.

Estate, Financial and Succession Planning

Secure your Future

Secure your Future

With our intimate knowledge of the tax system, McCay Duff is the perfect choice for estate, financial and succession planning services.

Business succession — Thinking of selling your business or transferring it to the next generation? We can help plan for the future and minimize the taxes you pay.

Estate planning — We can advise you in the preparation of your will to ensure you minimize both the fees associated with obtaining probate and the taxes paid.

We can also help with:

  • Family Trusts
  • Testamentary Trusts
  • Alter-ego Trusts
  • Net-worth Statements
  • Retirement Planning

McCay Duff, in collaboration with legal and financial planning experts, can effectively assist you with your estate, financial and succession planning needs. Early and effective planning assists in minimizing taxes and ensuring all compliance requirements are met.

Contact us today to enjoy the benefits of having estate, financial and succession planning specialists on your side.

Tax Preparation and Planning

Tax Preparation and Planning Service

Remove the Uncertainty from the Equation

Tax preparation and planning are at the very core of what we do. The only mandate of our core team of specialists is to ensure the tax system works in your favour.

We can help in several ways:

Preparation of personal tax returns — You worked hard for your money. We make sure you keep what is rightfully yours. And we will still be by your side should you need assistance with objections or appeals.

Preparation of corporate tax returns — From simple to complex—including property transfers, corporate reorganizations, capital dividend account elections, business sales and a myriad of other issues—we can take care of your corporate tax planning and preparation needs. We make sure your corporate return is complete and accurate and, more than anything else, we make sure you pay only as much tax as necessary.

We can also be of assistance if you need help with:

  • Trust and Estate Tax Returns
  • U.S. Federal Individual Tax Returns
  • Cross-border Transactions
  • Corporate Reorganizations
  • Scientific Research & Experimental Development (SR&ED) Tax Credits

The McCay Duff tax advisors provide expertise in all aspects of corporate tax, Canadian and U.S. personal tax and ensure compliance with tax laws while minimizing your tax obligation.

Contact us today to enjoy the benefits of having tax professionals on your side.

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