Business Details
50+ Years
experience
Trusted Ottawa Accounting & Tax Advisors Since 1946
McCay Duff has been Ottawa's trusted advisor for over 75 years, providing accounting, tax, and business advisory services with integrity and professionalism. Our team prioritizes personalized service, building long-term relationships to understand clients' unique financial goals and industry needs. We combine deep expertise in assurance, tax planning, and business strategy with a collaborative approach, ensuring clients maximize wealth while minimizing tax obligations.Governed by stringent professional standards, we emphasize transparency, confidentiality, and proactive guidance to deliver tailored solutions. With a diverse client base spanning entrepreneurs, professionals, not-for-profits, and corporations, we act as strategic partners to support growth, succession planning, and financial success. Our membership in Allinial Global extends our capabilities to serve cross-border and international clients effectively.
Services
Accounting and Assurance
Tax Preparation and Planning
Business Advisory
Estate and Succession Planning
Business Valuations
Not-for-Profit Services
Corporate Tax Services
Financial Consulting
Audit Services
International Tax Planning
Details
- Year established: 1946
Highlights and features
- We have over 75 years of experience in accounting and advisory services.
- Our team provides personalized service tailored to your specific financial goals.
- We offer cross-border expertise through our membership in Allinial Global.
- Our collaborative approach ensures comprehensive, client-focused solutions.
- We prioritize transparency, confidentiality, and proactive financial guidance.
Associations and certifications
- CPA Ontario
- Allinial Global
What people say
Personalized service
Highly responsive
Trusted advisors
Proactive guidance
Expert tax planning
Services
Accounting and Assurance
McCay Duff provides comprehensive accounting and assurance services, including audits, reviews, and compilations. Our team ensures financial accuracy and compliance for businesses, not-for-profits, and professionals. We help clients build trust with stakeholders through transparent reporting and industry-specific expertise.
Tax Preparation and Planning
Our tax specialists offer strategic planning and preparation for individuals, corporations, and estates. We minimize tax liabilities while ensuring compliance with evolving regulations. Services include corporate reorganizations, cross-border tax advice, and succession planning tailored to client needs.
Business Advisory
We provide actionable insights for business growth, including cashflow projections, shareholder agreements, and merger/acquisition strategies. Our advisors help clients navigate financial challenges and capitalize on opportunities with data-driven recommendations and industry expertise.
Estate and Succession Planning
Our experts design customized estate and succession plans to preserve wealth and ensure smooth transitions. Services include trust structuring, net-worth statements, and retirement planning, combining tax efficiency with long-term financial security for individuals and families.
Business Valuations
McCay Duff delivers precise business valuations for mergers, litigation support, or succession planning. We use rigorous methodologies to determine fair market value, providing defensible assessments that inform critical business decisions and legal proceedings.
People
Jason Howarth
Managing Partner
Jason leads McCay Duff's strategic direction, leveraging decades of experience in accounting and business advisory. He focuses on fostering client relationships and ensuring high-quality service delivery across all practice areas.
Karen Freake
Partner
Karen specializes in tax planning and advisory services for professionals and small businesses. With extensive expertise in personal and corporate taxation, she helps clients optimize financial outcomes through proactive strategies.
Greg Kauffeldt
Tax Partner
Greg provides specialized tax solutions for high-net-worth individuals and corporations. His focus areas include international tax planning, estate preservation, and complex compliance matters, ensuring clients meet regulatory requirements efficiently.
Richard H. Evans
Director of Valuation Services
Richard leads business valuation engagements, offering expert analysis for litigation, mergers, and acquisitions. His technical proficiency and courtroom experience deliver reliable assessments that support critical business decisions.
Kris Dolinki
Chief Operating Officer
Kris oversees operational efficiency and client service standards at McCay Duff. With a focus on process optimization and team development, he ensures the firm maintains its reputation for excellence in accounting and advisory services.
Questions
What industries does McCay Duff specialize in?
We serve professionals, entrepreneurs, not-for-profits, condominium corporations, and real estate professionals, offering tailored accounting and advisory solutions for each sector's unique needs.
How does McCay Duff provide cross-border services?
As members of Allinial Global, we collaborate with international accounting firms to deliver seamless cross-border tax planning, compliance, and business advisory services.
What sets McCay Duff apart from other accounting firms?
Our client-centric approach combines personalized service, 75+ years of local expertise, and a proactive commitment to understanding clients' financial goals and industries deeply.
Do you offer advisory services beyond tax and accounting?
Yes, we provide business valuations, succession planning, cashflow projections, and strategic consulting to support comprehensive financial management and growth initiatives.
How are client relationships managed at McCay Duff?
We assign dedicated teams to each client, ensuring consistent communication, personalized advice, and collaborative problem-solving tailored to long-term financial objectives.
