Jay Dee Accounting & Tax Services

Business Details

39 Years

experience

Trusted Accounting & Tax Services in Burlington

Jay Dee Accounting & Tax Services has been a trusted provider of accounting, bookkeeping, and tax preparation services in the Greater Toronto Area since 1987. As a family-operated business with over 25 years of experience, we specialize in corporate and personal tax returns, payroll management, and financial advisory services. Our team maintains expertise in industry-standard software like QuickBooks and AccountEdge to deliver accurate, timely solutions. We prioritize client relationships, offering personalized guidance to help individuals and businesses optimize financial outcomes.

Our commitment to community is reflected in long-term sponsorships like the Burlington Lions Optimist Minor Hockey Association. With extended tax season hours and a convenient downtown Burlington location, we ensure accessibility without compromising service quality. Our professionals stay current with evolving tax regulations to provide reliable advice tailored to each client's unique needs.

Services

Tax Return Preparation Bookkeeping Services Payroll Management Financial Audits Budgeting Advice HST Returns Cash Flow Projections

Details

Year established: 1987

Highlights and features

Family-operated since 1987 with deep local expertise
Certified QuickBooks ProAdvisor professionals
Specialized in corporate and personal tax compliance
Community-focused with 30+ years supporting local hockey
Extended tax season hours for client convenience

Associations and certifications

QuickBooks ProAdvisor
Burlington Post Readers Choice Diamond Award

What people say

Expert tax preparation Personalized service Reliable financial advice Community involvement Knowledgeable team

Website

Update Listing

Services

Tax Return Preparation

We prepare accurate corporate and personal tax returns with expertise in T4, T5, T2200, and other CRA-required forms. Our team identifies eligible deductions to maximize refunds while ensuring compliance with current tax regulations. Clients receive guidance on document organization through our detailed tax season checklist.

Bookkeeping Services

Comprehensive bookkeeping for small to medium businesses includes HST returns, payroll processing, and WSIB filings. We maintain precise financial records using cloud-based software and offer on-site support for complex accounting needs. Our services ensure businesses meet regulatory requirements throughout the year.

Financial Audits

We provide financial statement audits and cash flow projections to help businesses optimize resource management. Our team delivers budgeting advice tailored to organizational goals while maintaining independence as non-certified accounting professionals. Services include analyzing financial patterns to improve operational efficiency.

Payroll Management

Complete payroll administration handles employee compensation, tax withholdings, and government remittances. We ensure compliance with employment standards and provide year-end T4 processing. Our system integrates with accounting software for seamless financial reporting and reduced administrative burden.

Budgeting Advice

We develop customized budgeting strategies for individuals and businesses to improve financial stability. Services include cash flow analysis, expense tracking, and forecasting models. Our advisors help clients create realistic budgets aligned with short-term needs and long-term financial objectives.

People

J.D. Pettit

Managing Partner

With 30+ years in accounting, J.D. leads our team with expertise in tax strategy and business financial management. He ensures service excellence while maintaining community involvement through hockey sponsorships.

Jill Pettit

Manager, Client Services

Jill oversees client relations with a focus on personalized service delivery. Her 20+ years in accounting ensure clients receive expert guidance through complex tax and financial planning matters.

Krystle Stoneman

Associate, Client Services

Krystle provides dedicated support for tax preparation and bookkeeping needs. Her technical proficiency with accounting software ensures efficient solutions for our business clients.

Sheri McCutcheon

Admin

Sheri manages administrative operations with attention to detail that maintains our office's smooth daily functioning and client communication standards.

Questions

What tax services do you offer?

We prepare corporate and personal tax returns, handle HST filings, and provide audit services using industry-standard software.

Do you serve businesses outside Burlington?

Yes, we service the entire Greater Toronto Area with both in-office and remote accounting solutions.

What accounting software do you support?

Our team is certified in QuickBooks ProAdvisor and AccountEdge for comprehensive bookkeeping and financial management.

Are you available during tax season?

We offer extended hours during tax season with appointments available beyond regular business hours.

How do you handle client confidentiality?

We maintain strict privacy protocols and secure digital systems to protect all client financial information.

Do you provide year-round accounting support?

Yes, we offer ongoing bookkeeping, payroll management, and financial advisory services throughout the year.

Reviews (5)

Write a Review

Franz Sanvictores

Aug 18, 2021 Report

Positive:Professionalism,Quality,Value
I've been a satisfied customer for years now. My whole family uses JD's services every tax season. It's been great to see the company do well and grow every year. I've never been disappointed with their services and will continue to use and recommend them.

Dinesh Navaratne

Apr 15, 2021 Report

I used Jay Dee Accounting for the first time. There customer service was quite good and it took them about 10 days to complete my taxes. I was able to submit before the deadline. I will use their services for next year as well.

Rick B.

Apr 10, 2021 Report

Decent place for tax prep. not the best at advising however. the lady I was dealing with felt far too rushed in her advising component.

Maryium Tariq

Feb 11, 2021 Report

We were referred to JD from a family-friend and have been so happy with his level of professionalism. I have used him for my personal and small business taxes and he has been very prompt with replies and overall very efficient and timely in his work. I would highly recommend him to anyone looking for a new accountant! Thanks JD for your great service.

Anas Elashi

Jan 06, 2021 Report

I have been using Jay Dee for over 25 years
Indeed he is the best, honest, professional
Thank you Jay for an excellent service you provided me and more to come. Best regards