Business Details
50+ Years
experience
Trusted Accounting and Tax Services in Kingston, Ontario
At Withey Addison, we have dedicated over five decades to serving professionals and business owners across Ontario with expert accounting, tax, and business consulting services. Our focus on maximizing business performance while minimizing tax liabilities has established us as a trusted partner for clients seeking strategic financial guidance. With a commitment to personalized service, we listen closely to client needs and deliver tailored solutions that align with their unique goals. Our team of certified professionals brings deep local market expertise and a client-centered approach to every engagement, ensuring long-term success for our clients. We uphold core values of integrity, excellence, and continuous learning, maintaining the highest ethical standards while staying at the forefront of industry developments. Our collaborative approach extends to both internal teamwork and client relationships, fostering trust through transparent communication and actionable insights.From tax planning and compliance to business strategy and financial reporting, we provide comprehensive services designed to simplify complex financial challenges. Recognized for our responsive service and holistic approach, we prioritize timely follow-ups and proactive advice that considers both personal and business financial contexts. Our dedication to community impact and professional growth creates a dynamic environment where expertise meets innovation. Whether supporting individual tax needs or guiding business owners through succession planning, we remain committed to delivering exceptional value that empowers our clients to achieve their financial objectives.
Services
Tax Planning
Financial Reporting
Corporate Tax Compliance
Estate Planning
CRA Dispute Resolution
SR&ED Claims
HST Advisory
Business Succession Planning
Asset Preservation
Payroll Management
Details
- Year established: 1973
Highlights and features
- We offer 50+ years of specialized accounting expertise for Ontario businesses
- Our personalized approach tailors solutions to each client's unique financial situation
- Team of certified professionals with deep local market knowledge
- Comprehensive services covering tax planning, business strategy, and financial reporting
- Proven track record of resolving complex CRA disputes and optimizing tax positions
What people say
Holistic approach
Second to none
No issues or hassle
Exceptional service
Trusted partner
Services
Tax Consulting
Our tax consulting services provide strategic solutions to minimize corporate and personal tax liabilities while ensuring compliance. We specialize in estate freezes, CRA dispute resolution, and HST advisory for Ontario businesses. With expertise in SR&ED claims and cross-border tax planning, we help clients optimize their tax positions through personalized strategies that align with both business and personal financial goals.
Business Strategy
We deliver customized business strategy services focused on growth, succession planning, and operational efficiency. Our advisors help with purchase/sale transactions, family succession planning, and retirement strategies. Through financial forecasting and market analysis, we provide actionable insights that enable business owners to make informed decisions and navigate complex market challenges with confidence.
Financial Reporting
Our financial reporting services include preparation of audited financial statements, compilation engagements, and bookkeeping support. We ensure compliance with regulatory standards while providing clear insights into business performance. From monthly reporting to complex audit requirements, our team delivers accurate financial information that supports strategic decision-making and long-term business planning.
Estate Planning
We specialize in comprehensive estate planning solutions that protect accumulated wealth and facilitate smooth succession. Our services include trust and estate tax preparation, asset preservation strategies, and retirement planning. By integrating personal and business financial considerations, we help clients create sustainable plans that address both current needs and future generations.
CRA Dispute Resolution
Our team has extensive experience resolving disputes with the Canada Revenue Agency through strategic negotiation and representation. We assist with audit support, objection filings, and voluntary disclosures while maintaining compliance. Our proactive approach helps minimize risks and resolve tax controversies efficiently, allowing clients to focus on their core business operations.
People
Andrew Lattimore
Partner
CPA, CA, LPA with extensive experience in tax planning and business advisory services. Specializes in providing strategic financial guidance to Ontario business owners while maintaining a holistic approach to personal and business financial planning.
Richard Withey
Partner
CPA, CA, LPA with deep expertise in accounting and tax compliance. Focuses on delivering personalized solutions to professionals and business owners while maintaining the firm's commitment to excellence and client-centered service.
Scott Kehoe
Partner
CPA, CMA with a proven track record in tax preparation and financial advisory services. Recognized for exceptional client service and expertise in resolving complex tax matters for Ontario businesses and professionals.
Susan Shurtleff
Partner
CPA, CA with specialized knowledge in financial reporting and business consulting. Contributes extensive experience in serving Ontario's professional and business communities through tailored financial solutions and strategic advisory services.
Questions
What accounting services do you specialize in?
We specialize in tax planning, business strategy advisory, financial reporting, estate planning, and CRA dispute resolution for Ontario businesses and professionals.
How long have you served the Kingston business community?
We've provided accounting services to Ontario businesses for over 50 years with a team that combines experience and modern financial expertise.
What industries do you work with?
We serve diverse sectors including automotive, construction, manufacturing, real estate, and retail businesses across Ontario and beyond.
How do you handle tax dispute resolution?
Our experienced team represents clients in CRA disputes using strategic negotiation and compliance-focused solutions to resolve tax controversies efficiently.
Can you assist with business succession planning?
Yes, we provide comprehensive succession planning services including family business transitions, retirement strategies, and asset preservation techniques.
What makes your firm different from other accountants?
Our combination of 50+ years' experience, personalized service, and local market expertise creates tailored solutions that address both business and personal financial needs.
