Business Details
Trusted Accounting & Tax Services in Barrie
At McKee Accounting, we bring over 25 years of specialized expertise in taxation and accounting to support owner/manager incorporated businesses. Our services span corporate and personal tax preparation, year-round compliance for HST, payroll, and WSIB remittances, and cloud-based bookkeeping solutions tailored for accuracy and efficiency. Led by Lisa McKee, a University of Toronto graduate with extensive experience in public and private accounting, we prioritize proactive compliance strategies to prepare clients for future regulatory demands.Our team remains available year-round, leveraging technology to integrate cloud applications while maintaining rigorous review processes. As active members of the Association of Professional Accounting & Tax Consultants, we combine continuous professional development with hands-on experience to deliver reliable, timely reporting that aligns with evolving CRA mandates and client needs.
Services
Corporate Taxation
Personal Taxation
Bookkeeping
Payroll Services
HST Filing
Highlights and features
- We offer 25+ years of specialized tax and accounting expertise.
- Our team provides proactive CRA compliance strategies and error prevention.
- Cloud-based bookkeeping solutions with expert review ensure accuracy.
- We maintain continuous professional development in corporate and personal taxation.
- Personalized service available 12 months annually for urgent needs.
Associations and certifications
- Association of Professional Accounting & Tax Consultants
Services
Corporate Taxation
Comprehensive corporate tax return preparation and compliance services for small businesses. Our experts ensure accurate reporting of financial data while identifying potential deductions and credits. We maintain ongoing compliance with CRA mandates for remittances, including WSIB and payroll, to minimize audit risks and penalties for incorporated entities.
Personal Taxation
Professional preparation of personal income tax returns with emphasis on accuracy and future compliance readiness. We handle complex filings for self-employed individuals and property owners while ensuring proper documentation for potential CRA audits. Our service includes strategic review of downloadable CRA data for discrepancies.
Bookkeeping
Cloud-integrated bookkeeping solutions with client self-service options and expert review. We implement systems using Sage Simply Accounting and QuickBooks platforms to maintain organized financial records. Our service includes monthly reconciliations and preparation of management reports for informed business decisions.
Payroll Services
Complete payroll processing including tax remittances, T4 preparation, and compliance reporting. We manage statutory deductions for federal and provincial programs while maintaining accurate employee records. Our service ensures timely submissions to avoid penalties and interest charges from late payments.
HST Filing
Specialized HST return preparation and remittance services for businesses with varying filing frequencies. We calculate taxable supplies and input tax credits while maintaining records for potential audits. Our compliance-focused approach minimizes errors in quarterly or annual submissions to CRA.
People
Lisa McKee
Owner
Lisa McKee brings 25+ years of accounting expertise to McKee Accounting, holding a University of Toronto degree in Accounting and Administration. Her experience spans public accounting, commercial lending, and small business operations. She maintains active membership in the Association of Professional Accounting & Tax Consultants while pursuing continuous education in tax compliance and CRA protocols.
Questions
What accounting services do you offer for small businesses?
We provide corporate tax returns, payroll processing, HST filings, WSIB compliance, and cloud-based bookkeeping tailored for small businesses.
Do you handle both business and personal tax returns?
Yes, we prepare corporate tax returns for incorporated businesses and personal tax returns for individuals, including self-employed professionals and property owners.
How do you ensure CRA compliance for clients?
We maintain continuous education on CRA mandates, implement error-checking protocols for downloaded CRA data, and keep detailed records for potential audits.
Can you help with cloud accounting software setup?
Yes, we integrate cloud applications like QuickBooks and Sage, providing training and periodic reviews to ensure accurate self-service bookkeeping.
Are appointments required for tax services?
Appointments are preferred year-round, but we welcome walk-ins during March and April tax season for personal tax preparation services.
Reviews (7)
Taivi Tayler
Dec 29, 2019
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I am a local Certified Financial Planner, wealth and insurance advisor. Ive lost track of how many clients that I have suggested get in touch with Lisa McKee and her team. In the financial services industry, having professionals that you can count on is of the utmost importance.
Clint R.
Jan 11, 2018
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Expensive and rushed for personal tax services in my opinion. I was not able to talk to the accountant before she did my taxes (I even asked), I had questions as this was the first year I was filling common law. They charged $40 extra to put in about 5 medical receipts for my girlfriend, asked for a $100 deposit before hand, and then took more afterwards. Then I received a letter stating that my girlfriend and I owe the CRA over $200 dollars each. This is why I had questions and wanted them answered beforehand. Filing with H&R again next season. Why pay more and get exactly nothing for it?
On
On
McKee Lisa
Jan 22, 2017
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Our Office prides itself on our awesome service and follow up. It is what we are known for. And while I did not manage to contact the client immediately that day , as I had a pressing personal matter to attend to, I did follow up within the hour with an email to the address on file, indicating a brief explanation of the situation, and that I would follow up the following day, which I did at 11:30. Mr. Ciambella posted his review at 9:40 am the day after he called. I was very shocked and surprised to see this review, even though we really had done nothing horribly wrong. In fact, we were the ones
CheerPride All-Stars
Jan 21, 2017
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They have been our personal and business accountants for just over 5 years now. They do great work and are always there to answer questions you may have in a timely fashion. As a small business owner, it is a great feeling to be able to drop off a months worth of invoices, bank statements, receipts etc and know it will be done right. If you want your books done, go to anyone. If you want them done right, use McKee Accounting.
Mike Ciambella
Dec 06, 2016
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We will NEVER use them again, here's why:
We were looking for a new accounting firm to file taxes for us after our accountant retired, simple returns for 2 adults and one student... The fees were not cheap, expensive actually ~$420!!! So we thought we would be OK and if any issues came up they would handle. WE WERE WRONG!!!!
CRA requested a "processing review" and instead of McKee simply handling this by sending the 2 documents to CRA for us via email, they quoted $90!!! I promptly asked for a copy of the letter and handled myself. The whole process would have taken them 5 minutes but instead
We were looking for a new accounting firm to file taxes for us after our accountant retired, simple returns for 2 adults and one student... The fees were not cheap, expensive actually ~$420!!! So we thought we would be OK and if any issues came up they would handle. WE WERE WRONG!!!!
CRA requested a "processing review" and instead of McKee simply handling this by sending the 2 documents to CRA for us via email, they quoted $90!!! I promptly asked for a copy of the letter and handled myself. The whole process would have taken them 5 minutes but instead
Stephen Hewgill
Dec 01, 2016
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I run a small business and have used McKee accounting firm for 6 years. Always quick to respond to my questions with excellent advice. I have recommended McKee to many friends and family. Always courteous and professional.
George Baker
Oct 01, 2016
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Last year, after my Father passed away, we approached Lisa at McKee Accounting to help us with his tax returns. The process was new to me, but Lisa and her staff made sure that every option and every form was clearly explained. Their knowledge and experience with "final returns" made the whole thing easy. I am certain that I saved thousands of dollars on my Father's return by using McKee Accounting instead of fumbling through the process on my own.
