At Gateway Tax and Financial Services, we pride ourselves on helping our clients achieve their financial goals, no matter what stage of life they're in. For over 40 years, we've been dedicated to providing personalized financial solutions to individuals and families in Cambridge, Ontario. Our team of experts, led by Sherry McKenzie, has a passion for helping our clients make informed financial decisions that benefit their current and future well-being.
Our Story
Our journey began in 1984, when Sherry McKenzie founded Gateway Tax and Financial Services with a mission to provide exceptional tax preparation and financial planning services to the Cambridge community. Since then, we've had the privilege of serving numerous clients, helping them navigate the complexities of personal finance. Our commitment to delivering outstanding service has earned us a reputation for being a trusted and reliable financial partner.
Our Services
At Gateway Tax and Financial Services, we offer a comprehensive range of financial services designed to help you achieve your goals. Our services include:
- Tax Preparation & Filing: We'll take care of your individual and family income tax needs, ensuring you receive the maximum refund possible.
- Financial Planning: Whether you're planning for retirement, saving for a major purchase, or simply looking to improve your financial literacy, our team will create a personalized financial plan tailored to your needs.
- Insurance Analysis & Solutions: We'll help you navigate the world of insurance, identifying the right coverage for your unique needs and providing peace of mind.
- Mortgage Solutions: Our mortgage experts will work with you to create a customized mortgage plan that meets your financial goals and saves you time and money.
Why Choose Us
With over 35 years of experience in the industry, our team is dedicated to providing exceptional service, expert advice, and personalized attention to each client. We believe that every individual deserves a tailored financial plan that aligns with their unique goals and circumstances.
Meet Our Team
Our team is comprised of experienced professionals, including Sherry McKenzie, a renowned financial planner with over 38 years of experience, and Robert King, a qualified personal representative with expertise in insurance and taxation.
Getting Started
We're committed to helping you achieve your financial goals. Whether you're looking for personalized tax preparation, financial planning, insurance analysis, or mortgage solutions, we're here to guide you every step of the way. Contact us today to schedule an appointment and let us help you take control of your financial future.
Overall Experience
The reviews provide a mixed assessment of Gateway Tax and Financial Services. While some customers have had excellent experiences, others have reported poor customer service and errors in their tax preparation.
Positive Comments
Responsive and Knowledgeable Service
Many customers have praised the team at Gateway Tax and Financial Services for their responsiveness, knowledge, and professionalism. They have been described as making tax season a breeze, providing excellent customer service, and being highly knowledgeable about tax matters.
Consistency and Loyalty
Some customers have been loyal to the company for many years, with one customer having used their services since 2006. This suggests a high level of satisfaction and trust in the company.
Negative Comments
Poor Customer Service and Errors
However, some customers have reported poor customer service, including rudeness and unprofessional behavior. Others have experienced errors in their tax preparation, including missed forms and incorrect calculations.
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