Business Details
39 Years
experience
Your Trusted Partner for Accounting & Tax Services in Burlington
Jay Dee Accounting & Tax Services has been serving the Burlington and Greater Toronto Area since 1987, providing comprehensive accounting, bookkeeping, and tax preparation services. As a family-operated business, we combine decades of experience with personalized service to meet the financial needs of individuals and businesses of all sizes. Our team maintains expertise in industry-standard software like QuickBooks ProAdvisor and AccountEdge, ensuring accurate and efficient financial management. We prioritize staying current with evolving tax legislation to deliver sound, timely advice. Beyond our professional services, we are deeply committed to community involvement, having supported the Burlington Lions Optimist Minor Hockey Association since 1990.Our dedication to client satisfaction is reflected in our prompt turnaround times and tailored solutions. We pride ourselves on fostering long-term relationships built on trust and reliability. With a convenient downtown Burlington location, we offer extended hours during tax season to better serve our clients. Our professionals are equipped to handle everything from payroll and HST returns to financial audits and cash flow projections. This commitment to excellence has earned us recognition, including the 2015 Burlington Post Readers Choice Diamond Award for Tax Preparation.
Services
Accounting & Bookkeeping
Tax Return Preparation
Financial Audits
Budgeting & Cash Flow Projections
HST Returns
Details
- Year established: 1987
Highlights and features
- We have over 25 years of experience in accounting and tax services.
- Our team is certified in leading accounting software like QuickBooks ProAdvisor.
- We offer personalized financial solutions tailored to your specific needs.
- We are deeply committed to community involvement and local partnerships.
- Our extended tax season hours ensure accessibility during critical periods.
Associations and certifications
- QuickBooks ProAdvisor
- AccountEdge
What people say
Readers Choice Diamond Award
Excellent turnaround time
Dedicated to community
Experienced team
Accurate service
Services
Accounting & Bookkeeping
We provide comprehensive accounting and bookkeeping solutions for small to medium-sized businesses. Our services include managing HST, payroll, WSIB, and other government filings. With expertise in QuickBooks and AccountEdge, we ensure accurate financial records and compliance with regulatory requirements.
Tax Return Preparation
Our team prepares precise corporate and personal tax returns, identifying deductions and credits to maximize refunds. We assist individuals and businesses year-round, offering guidance on documentation and deadlines to ensure stress-free tax compliance.
Financial Audits
We conduct thorough financial statement audits and cash flow projections to help businesses optimize resource management. Our audits focus on accuracy, transparency, and strategic financial planning to support long-term growth.
Budgeting & Cash Flow Projections
We develop customized budgeting strategies and cash flow projections to enhance financial stability. Our approach helps businesses anticipate needs, allocate resources efficiently, and maintain fiscal health throughout the year.
HST Returns
We handle HST return preparation and submission for businesses, ensuring compliance with Canadian tax regulations. Our services include calculating liabilities, filing deadlines, and record-keeping to simplify your HST obligations.
People
J.D. Pettit
Managing Partner
With decades of experience, J.D. Pettit leads our team in delivering expert accounting and tax solutions. He ensures operational excellence and client satisfaction through personalized service and strategic financial guidance.
Jill Pettit
Manager, Client Services
Jill Pettit oversees client relations, ensuring seamless communication and tailored financial support. Her focus on client needs and community engagement strengthens our commitment to exceptional service.
Krystle Stoneman
Associate, Client Services
Krystle Stoneman provides dedicated support to clients, managing day-to-day accounting tasks and fostering trust through attentive, detail-oriented service aligned with our firm's values.
Sheri McCutcheon
Admin
Sheri McCutcheon ensures smooth administrative operations, supporting our team in delivering efficient and reliable financial services to clients.
Doug Pettit
Founder
Doug Pettit established Jay Dee Accounting in 1987, laying the foundation for our family-operated business. His legacy of integrity and community focus continues to guide our mission.
Questions
What accounting software do you work with?
We specialize in QuickBooks ProAdvisor and AccountEdge, ensuring seamless integration and efficient financial management for your business.
Do you offer services beyond tax season?
Yes, we provide year-round accounting, bookkeeping, and financial planning services to support your ongoing business needs.
How can I prepare for a tax consultation?
Review our tax season checklist online to gather necessary documents like receipts, income statements, and prior tax returns for a smooth consultation.
Are you involved in the local community?
We actively support the Burlington Lions Optimist Minor Hockey Association, serving on their board since 1995 and sponsoring teams since 1990.
What areas do you service?
We serve Burlington and the Greater Toronto Area, offering personalized financial services to businesses and individuals across the region.
