Business Details
Chartered Accountants in Kitchener, ON
At Dunbar & Associates, we see beyond the numbers to deliver personalized accounting solutions for individuals and businesses. With over 15 years of combined experience, our team of Chartered Professional Accountants specializes in business accounting, personal tax preparation, and estate planning. We prioritize client satisfaction through flexible scheduling, modern techniques, and transparent communication.Our expertise spans tax compliance, financial forecasting, and government reporting, serving clients in Kitchener, Waterloo, and surrounding areas. As active community members, we combine professional excellence with a commitment to local needs, offering tailored strategies to help clients achieve financial clarity and growth.
Services
Business Accounting
Personal Tax Preparation
Estate Planning
Bookkeeping Services
Tax Advice
Highlights and features
- We offer over 15 years of combined experience in accounting services.
- Our team includes Chartered Professional Accountants with specialized tax expertise.
- We provide personalized financial strategies tailored to client needs.
- Flexible scheduling accommodates busy business and personal timelines.
- We focus on long-term client relationships through transparent communication.
Services
Business Accounting
We handle all aspects of business accounting, including accounts payable, receivable, payroll, and financial statement preparation. Our services support small to large businesses with compliance, budgeting, and strategic financial management. Clients benefit from accurate reporting and expert advice to optimize cash flow and operational efficiency.
Personal Tax Preparation
Our team prepares accurate personal tax returns while ensuring compliance with current legislation. We specialize in minimizing tax liabilities through strategic planning and attention to detail. Services include T1 filings, CRA dispute resolution, and customized tax strategies for individuals and investors in Kitchener and Waterloo.
Estate Planning
We assist with estate tax filings, succession planning, and trust management to minimize income taxes for individuals and businesses. Our services include preparing Terminal T1 returns, Estate T3 filings, and advising on post-death compliance requirements for executors and administrators.
Bookkeeping Services
Monthly, quarterly, or annual bookkeeping services keep businesses financially organized. We manage day-to-day transactions, government compliance (HST, Payroll), and timely financial reporting. This allows business owners to focus on operations while ensuring accurate records for decision-making.
Tax Advice
We provide strategic tax and financial planning for business owners, including salary vs. dividends analysis, incorporation decisions, and retirement planning. Our advice helps clients navigate complex tax implications for business sales, investments, and long-term wealth management.
People
Brad Dunbar
President
CPA and CGA with over 15 years of experience. Graduated from Conestoga College, top of class. Served as President of Dunbar & Associates since 2021. Active in community organizations including the Kitchener/Waterloo Chamber of Commerce.
Dyan Naidoo
Junior Accountant
Full-time accountant since 2019. Graduate of Conestoga College's Accounting, Audit and IT program. Completed co-op terms with the firm before joining permanently. Specializes in accounting operations.
Janelle Coombs
Office Manager
Office Manager with 20+ years of experience. Member of the Institute of Professional Bookkeepers of Canada. QuickBooks Pro-Advisor. Manages daily office operations and client communications efficiently.
Greg Dunbar
Junior Accountant
Joined in 2022 after 15 years in corporate/retail leadership. Bachelor of Commerce from University of Windsor. Brings diverse operational perspective to accounting services. Specializes in business financial strategies.
Nicole Wanner
Junior Accountant
Full-time accountant since 2023. Graduate of Conestoga College's Accounting, Audit and IT program. Former co-op student with the firm. Focuses on tax preparation and compliance for individuals and businesses.
Questions
What accounting services do you offer for small businesses?
We provide business accounting, bookkeeping, tax returns, financial statements, payroll compliance, and strategic financial planning tailored to small businesses in Kitchener and Waterloo.
Do you handle personal tax preparation for individuals?
Yes, we prepare personal tax returns (T1), offer CRA dispute resolution, and provide tax planning strategies to minimize liabilities for individuals and investors.
Can you assist with estate and trust tax filings?
We prepare estate tax returns (Terminal T1, Estate T3), trust filings, and advise executors on compliance requirements for deceased estates and ongoing trusts.
How do you support new business owners?
We offer business plan preparation, business number registration, payroll setup, HST filing guidance, and accounting system implementation for startups in the Kitchener-Waterloo region.
What makes your firm different from other accountants?
We combine CPA expertise with personalized service, flexible scheduling, and a focus on long-term client relationships through transparent communication and strategic financial advice.
Do you offer free consultations?
Yes, we provide free initial consultations to discuss your accounting needs and determine how our services can benefit your personal or business financial goals.
