Business Details
50+ Years
experience
Trusted Accounting and Business Advisory Services in Ottawa
McCay Duff has served as Ottawa's trusted advisors for over 75 years, delivering accounting, tax, and business advisory services with integrity and professionalism. Our team prioritizes personalized service, building long-term relationships to understand client goals and provide strategic guidance tailored to their needs. We maintain stringent professional standards while offering proactive advice to help individuals and businesses maximize wealth, minimize taxes, and achieve sustainable success.Our cross-border capabilities through Allinial Global enable us to serve international clients effectively. With decades of combined experience, we act as partners in our clients' financial journeys, ensuring transparency, accountability, and peace of mind throughout every engagement.
Services
Accounting and Assurance
Tax Preparation and Planning
Business Advisory
Estate Planning
Business Valuations
Succession Planning
Corporate Tax Services
Personal Tax Returns
GST/HST Services
International Affiliations
Details
- Year established: 1946
Highlights and features
- We offer 75+ years of localized accounting expertise with global reach through international affiliations.
- Our team provides personalized service tailored to specific industry needs and financial goals.
- We maintain stringent professional standards for compliance, confidentiality, and accuracy.
- Our collaborative team approach ensures comprehensive solutions from diverse financial specialists.
- We specialize in cross-border tax planning and advisory services for international clients.
Associations and certifications
- Allinial Global
What people say
Highly responsive
Personalized service
Expert advice
Long-term partnership
Proactive guidance
Services
Accounting and Assurance
Our accounting and assurance services provide comprehensive financial reporting, audit, and compliance solutions for businesses and organizations. We specialize in statutory audits, internal controls assessment, and financial statement preparation tailored to specific industry requirements. With expertise in both private and public sector standards, we ensure transparency and regulatory compliance while delivering actionable insights to improve financial decision-making.
Tax Preparation and Planning
We offer strategic tax planning and compliance services for individuals, corporations, and international clients. Our solutions include corporate tax returns, cross-border tax planning, estate tax strategies, and GST/HST advisory. By staying current with evolving tax regulations, we help clients minimize liabilities while maintaining full compliance through proactive, personalized tax optimization strategies.
Business Advisory
Our business advisory services focus on strategic growth planning, financial analysis, and operational optimization. We assist with mergers and acquisitions, shareholder agreements, cash flow projections, and business valuations. By combining industry-specific expertise with financial acumen, we help businesses navigate complex decisions and implement solutions that drive long-term success.
Estate Planning
We provide comprehensive estate and succession planning services to preserve wealth across generations. Our approach includes trust structuring, net-worth planning, and intergenerational transfer strategies. By coordinating with legal and financial professionals, we create customized plans that address tax efficiency, asset protection, and family business continuity for high-net-worth individuals.
Business Valuations
Our business valuation experts deliver precise assessments for mergers, acquisitions, litigation support, and strategic planning. We employ rigorous methodologies to determine fair market value, considering industry trends, financial performance, and market conditions. These valuations support informed decision-making for corporate transactions, partnership disputes, and estate planning purposes.
People
Jason Howarth
Managing Partner
Jason Howarth leads McCay Duff with over 25 years of experience in public accounting. He specializes in tax planning for professionals and business owners, focusing on strategic wealth management and corporate restructuring.
Karen Freake
Partner
Karen Freake brings extensive expertise in not-for-profit accounting and tax compliance. She oversees audit engagements for charitable organizations and advises on governance best practices to ensure regulatory compliance and financial sustainability.
Greg Kauffeldt
Tax Partner
Greg Kauffeldt specializes in cross-border tax planning and international business advisory. With deep knowledge of US-Canada tax treaties, he helps clients optimize structures for multinational operations and investment strategies.
Richard H. Evans
Director of Valuation Services
Richard Evans leads business valuation engagements with 30+ years of experience in forensic accounting and litigation support. He provides expert testimony and valuation analysis for corporate disputes, family law matters, and transaction advisory.
Margaret N. Egan
Consulting Partner
Margaret Egan focuses on succession planning for family businesses and professional practices. She develops transition strategies that balance tax efficiency with operational continuity, ensuring smooth leadership transfers across generations.
Questions
What industries does McCay Duff LLP specialize in?
We serve diverse sectors including healthcare, real estate, not-for-profits, professional corporations, and family businesses. Our team has deep expertise in automotive, advertising, and retail industries.
How does McCay Duff LLP handle cross-border tax matters?
As Allinial Global members, we coordinate with international firms to provide seamless cross-border tax planning, compliance, and advisory services for businesses and individuals with global operations.
What sets McCay Duff LLP apart from other accounting firms?
Our 75+ year legacy combines personalized service with technical excellence. We act as trusted business advisors, offering proactive guidance tailored to specific client needs and industry challenges.
What succession planning services do you offer?
We develop customized succession strategies for family businesses and professional practices, addressing tax efficiency, leadership transition, and long-term sustainability through collaborative planning.
Reviews (4)
Paula Roy
Dec 12, 2021
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Dianna Larkin and the team at McCay Duff LLP have provided our company with valued service for many years. We appreciate their attention to detail, their trustworthiness and their proactive approach to providing business and taxation advice. We routinely consult with Dianna whenever we have questions about business decisions we are considering, and her input is always timely, accurate and extremely helpful. We would not hesitate to recommend McCay Duff LLP for both corporate and personal accounting services.
Karen Hennessey
Nov 28, 2021
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I have worked with McCay Duff both as a client of theirs for my own personal taxes and also for mutual clients. Everyone at McCay Duff is professional, responsive and great to work with. In particular, Jason Howarth and Stephanie Corneyea make filing my taxes easy! I have worked with Dianna Larkin for a number of mutual clients - she is proactive and knows her clients' business. Dianna and I work together often for dentists - which is great as she knows the dental industry and therefore can provide great value to our mutual clients. I would not hesitate to recommend this Firm for local businesses
Jennifer Ng Gemmell
Nov 16, 2021
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It is always a pleasure to work with Paul Spare and his team at McCay Duff LLP. This is the third time that we have needed his services (over a span of close to a decade) and he works well with our very busy schedules. We appreciate it when complicated accounting and tax services (US and Canada) are made easy and Paul just knows how to explain everything clearly. We intend to remain clients for many more years to come.
Eli Udell
Oct 26, 2021
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Dianna, Jennifer and the rest of the McCay Duff team are an absolute pleasure to work with. Everyone at this firm takes great pride in providing excellent client service. Their advice is proactive and progressive. I could not be happier with the work that Dianna and her team has completed for me over the years. This firm gets my highest recommendation.
