Business Details
Trusted Accounting and Tax Services in Burlington
As a seasoned accounting professional with over 15 years of experience, I founded Dean Paley to provide tailored financial solutions for small and medium-sized businesses, individuals, and professionals. My practice focuses on minimizing tax liabilities, improving operational efficiency, and delivering strategic financial planning services. With expertise in corporate and personal tax preparation, estate planning, and business valuation, I bring a comprehensive approach to client needs. Recognized in major media outlets like the National Post and Toronto Star, my work emphasizes transparency, fee-only advice, and personalized service.I prioritize understanding each client's unique circumstances to develop actionable plans that align with their financial goals. My background in finance, combined with a decade of leadership in global financial services, allows me to offer insights that extend beyond traditional accounting practices. Whether assisting with tax compliance, business start-ups, or retirement planning, I aim to act as a trusted advisor and extension of my clients' operations. This commitment to client-centric service has established Dean Paley as a reliable partner for navigating complex financial landscapes.
Services
Bookkeeping
Corporate Income Tax
Personal Income Tax
U.S. Income Tax
Deceased Tax Returns
Financial Planning
Retirement Planning
Estate Planning
Business Start-Up
Business Valuation
Highlights and features
- We offer 15+ years of specialized accounting and tax expertise.
- Our fee-only advice ensures objective, tailored financial planning.
- We provide strategic tax minimization strategies for individuals and businesses.
- Our services extend beyond accounting to business advisory and estate planning.
- Recognized in major financial media for industry expertise.
Services
Tax Services
Our tax services encompass corporate, personal, and trust tax preparation, including U.S. and deceased tax returns. We focus on minimizing liabilities through strategic planning and compliance solutions. Clients benefit from customized approaches to tax optimization and regulatory adherence.
Financial Planning
We deliver comprehensive financial planning covering retirement, investment, and estate strategies. Our fee-only advice prioritizes client goals through coordinated planning with external advisors. Services include cash flow analysis and charitable giving strategies to maximize financial well-being.
Business Start-Up
From incorporation to licensing and business planning, we guide entrepreneurs through start-up processes. Our support includes structuring, risk assessment, and financing strategies to establish a solid foundation for new ventures and sustainable growth.
Estate Planning
Our estate planning services integrate tax optimization with asset protection strategies. We help clients create coordinated plans for wealth transfer, including trust structures and succession planning, ensuring long-term financial security for beneficiaries.
Bookkeeping
We provide accurate bookkeeping and financial statement compilation to support business decision-making. Services include cash flow analysis, budgeting, and controllership functions to maintain financial clarity and operational efficiency for businesses.
People
Dean C. Paley
CPA, CGA
Dean Paley is a Chartered Professional Accountant with 15+ years of experience in tax and financial planning. Featured in major financial publications, he specializes in serving small businesses and individuals through strategic advisory services and tax optimization.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, cash flow analysis, and controllership services tailored to small business needs.
Do you handle cross-border U.S. tax filings?
Yes, we specialize in U.S. income tax preparation for Canadian residents and cross-border tax planning.
What financial planning services are available?
Our services include retirement planning, investment consulting, estate planning, and tax-efficient wealth management strategies.
Can you assist with business start-up and valuation?
We offer business formation guidance, licensing support, and professional valuations for start-ups and acquisitions.
How do you approach tax minimization strategies?
We analyze individual and corporate tax situations to implement legal strategies that reduce overall tax liabilities.
Reviews (4)
Mark J.
Jul 13, 2020
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I am very impressed. Very professional and knowledgeable about my Canadian an US taxes. I had a more complicated tax issue being a non Canadian but he knew just how to prepare my taxes when other CPA's couldn't figure it out. He also advised me how to prepare my taxes in the US. He also was able to prepare them in a timely manner even though his office was working remotely due to the virus. And he did it for a third of the cost in some cases that other CPA's quoted. I would definitely recommend him to anyone needing tax services.
Eric Strom
Nov 11, 2018
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My first experience with Dean was terrific. Dean is easy to talk to, knowledgeable, accurate, and a true professional. It is easy to see why Dean comes highly recommended. Thanks Dean & Company.
Nick White
Aug 13, 2017
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Dean has been a fantastic accountant for me and my business. As a newcomer to Canada we connected before I even arrived in Canada and right off the bat Dean was great. He helped me set up a new business and has handled the first year of my family's personal and business tax affairs brilliantly. Dean is friendly, knowledgeable, organised, personable, has a good sense of humour and makes tax accounting understandable. What more could you ask for?! Highly recommended.
Sean H.
Jan 24, 2015
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I live in Toronto and my business is in Toronto. When I incorporated it quickly became apparent that I needed more accounting assistance. I wanted someone that would give me advice about my business and finances. That's when I found Dean. All my friends said I was insane to pick an accountant in Burlington. Well, I can now say that you are CRAZY if you don't choose Dean Paley. He reviews all my accounts online (from his office in Burlington) and provides me with advice and better support that I ever got from anyone in person up here in Toronto. I couldn't recommend him higher.
