Business Details
49 Years
experience
Your Trusted Partner for Accounting Solutions in Kentville, NS
Established in 1977, we are a boutique accounting firm serving small and medium-sized businesses in Kentville and Nova Scotia's Annapolis Valley. Our team of certified professionals specializes in tax compliance, business advisory, and valuation services, combining deep industry expertise with innovative technology solutions. We prioritize personalized relationships to understand each client's unique financial goals and challenges. Our commitment to continuous technological advancement ensures efficient, forward-thinking accounting practices tailored to modern needs. As entrepreneurs ourselves, we empathize with clients' operational stresses and strive to simplify financial management.Our values center on prosperity by design, leveraging accounting intelligence to deliver actionable insights and strategic guidance. We maintain rigorous standards in assurance services while offering specialized tax planning and business succession strategies. With decades of local experience, we provide trusted counsel for life-stage financial transitions and corporate growth initiatives. Our focus remains on reducing client stress through transparent communication and customized financial roadmaps. This enduring dedication to excellence has solidified our reputation as a leading accounting partner in the region.
Services
Tax Compliance
Business Advisory
Accounting & Assurance
Valuation Services
Specialty Tax Engagements
Accounting Intelligence
Corporate Reorganizations
Business Succession Planning
Financial Modelling
Estate Planning
Details
- Year established: 1977
Highlights and features
- We offer 45+ years of local accounting expertise since 1977
- Our tailored services address unique business and personal financial needs
- We implement cutting-edge accounting technology for efficient solutions
- Our team includes certified professionals with diverse industry specializations
- We prioritize personalized client relationships over standardized approaches
Services
Tax Compliance
We prepare personal and corporate tax returns with precision and timeliness. Our experts handle T1, T2, T3 filings and information slips while ensuring compliance with evolving tax regulations. Clients receive strategic guidance to optimize tax positions while maintaining full regulatory compliance.
Business Advisory
Our advisory services focus on business growth strategies and financial decision-making. We assist with mergers, acquisitions, succession planning, and financing strategies. The team provides tailored guidance for business structure optimization and long-term sustainability planning.
Accounting & Assurance
We deliver comprehensive accounting and assurance services including review engagements and financial statement preparation. Our approach emphasizes transparency and accuracy while providing meaningful insights into business performance and financial health.
Valuation Services
Specialized valuation services support business transactions, succession planning, and partnership changes. We provide independent, objective valuations using industry-standard methodologies to determine accurate business worth for strategic decision-making.
Specialty Tax Engagements
Our specialists address complex tax scenarios including business restructuring, estate planning, and cross-border transactions. We develop customized tax strategies that balance compliance requirements with opportunities for tax efficiency and savings.
People
David Fagan
Managing Partner
David Fagan leads mbf with over 25 years of accounting experience. As a CPA, CA, he specializes in strategic business advisory and has guided numerous local businesses through growth phases while maintaining strong community ties.
James Allen
Partner, Tax
James Allen brings extensive tax expertise to mbf, focusing on complex compliance matters and strategic tax planning. His CPA, CA credentials support tailored solutions for individuals and businesses navigating intricate tax regulations.
Kelly Coombs
Partner
Kelly Coombs contributes broad accounting knowledge across assurance and advisory services. With CPA certification, she develops comprehensive financial strategies for business owners while maintaining focus on client relationship excellence.
Darrell Dixon
Partner, Valuations
Darrell Dixon specializes in business valuations with CBV and CPA credentials. His expertise in financial modeling and valuation methodologies supports clients in transaction planning, succession strategies, and business growth initiatives.
Mallory Selby
Senior Manager, Tax
Mallory Selby leads tax compliance operations with CPA certification. She ensures accurate and timely filing of personal and corporate returns while providing strategic tax optimization guidance to mbf's business clientele.
Questions
What accounting services do you offer for small businesses?
We provide tax compliance, business advisory, financial reporting, and valuation services tailored to small businesses. Our team also offers specialized tax planning and succession strategies.
How do you differ from larger accounting firms?
As a boutique firm, we offer personalized service with direct partner involvement. Our local expertise and flexible approach allow customized solutions that larger firms often can't match.
Can I schedule a consultation before committing to services?
Yes, we offer free initial consultations to discuss your accounting needs. This allows us to understand your requirements and demonstrate how our services can benefit your business.
Do you serve clients outside the Annapolis Valley?
While our office is in Kentville, we serve clients throughout Nova Scotia using secure digital tools. Physical meetings remain available for local businesses and individuals.
What technology do you use for accounting services?
We employ modern accounting software with AI and automation capabilities. This Accounting Intelligence approach improves efficiency while maintaining accuracy in financial reporting and analysis.
Reviews (7)
Don Abbey
Jul 23, 2021
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The purpose of a business is to maximize opportunities for profit that the activities of the business create, the bottom line
Measuring or accounting the profits of our business is extremely important.
David Fagan of mbf is our most trusted advisor! At mbf they are focused on our bottom line. David provides us with sound advice for today which will apply in our future!
David and the mbf team are committed to our financial success, focused on our bottom line
David and the mbf team make us a better business! I whole heartedly recommend David and the dynamic mbf team to
Measuring or accounting the profits of our business is extremely important.
David Fagan of mbf is our most trusted advisor! At mbf they are focused on our bottom line. David provides us with sound advice for today which will apply in our future!
David and the mbf team are committed to our financial success, focused on our bottom line
David and the mbf team make us a better business! I whole heartedly recommend David and the dynamic mbf team to
Chris Ball
Jun 19, 2021
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Positive:Professionalism,Quality,Responsiveness
We have been working with the MBF team on behalf of a number of mutual clients. They are knowledgeable, easy to work with and quick to respond to our inquiries. Our partnership definitely helps enhance the client experience.
We have been working with the MBF team on behalf of a number of mutual clients. They are knowledgeable, easy to work with and quick to respond to our inquiries. Our partnership definitely helps enhance the client experience.
Jacques Giard
Jun 11, 2021
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Our tax situation was a rather tricky one. We had returned to Canada after working in the USA for over 20 years and needed to file in both countries. Furthermore, we needed to address tax issues surrounding the sale of real estate. As complex as these matters appeared to us, the personnel at MBF clarified our situation and dealt with all requirements in a manner that was timely, effective and professional.
Aaron Poirier
May 23, 2021
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I am a business student at MSVU who is focusing on accounting. I reached out to MBF in order to interview an entrepreneur who works in the field. I left a message with David and he got back to me within the hour. I know David is busy and his time is valuable and I truly appreciate him taking the time out of his day to assist a student in his community. I proceeded to ask David a series of interview questions which he answered in depth and I could tell he genuinely wanted to help me with my project. After getting the information I needed to write my report, David proceeded to encourage me to keep
Bryan Rice
Jan 06, 2021
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I have had the opportunity to work with David Fagan and the Maynard Bent and Fagan team for in excess of 10 years. The firm has been instrumental in helping our companies manage growth and plan for the future, and as our primary contact, David has remained sincerely interested in our success. I would highly recommend David and team.
Mike Trask
Oct 22, 2020
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We have been using MBF since incorporation and I would highly recommend having them in your corner. David, Kaleigh and the crew at MBF are not only skilled accountants but business professionals that want small business' to succeed and thrive.
Adam Simpson
Aug 31, 2020
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We have taken our business year end accounting here for as long as we have been in operation. We have always received excellent service and advice. If I have a question throughout the year I know they will always be there with the correct answer. They have also done our personal tax returns.
