Chartered Professional Accountant

COBOURG, ONTARIO

Michael McAllister, CPA is a sole practitioner providing client-focused management advisory, accounting and taxation services to individuals, small business and the self employed.

PROFESSIONAL

Accounting Services

Management Advisory

Successful business owners are experts in their field and have a “can-do” attitude. Many are also extremely savvy in most, if not all areas of their business, including the financial side. Others, while possessing the same attributes, struggle with managing the financial aspects of their business. This struggle distracts them from growing their business to its full potential.

ACCOUNTING

Bookkeeping is the process of classifying and recording the day-to-day transactions of a business. It’s the gathering of all the sales, expenses, and other receipts and collating them into the correct buckets. Accounting starts with bookkeeping as its fundamental first step, then goes beyond by summarizing, reporting, and interpreting the bookkeeping results into actionable information that can be used by owners to drive profit and growth in their business.

TAXATION

The Canadian tax system is based on self-reporting. Taxpayers, therefore, have the right, or even the responsibility, to structure their affairs in the most tax-efficient manner as possible to lawfully minimizes their tax burden. Whether you’re an employee, an independent contractor, or a small business owner, you can benefit from the tax knowledge and preparation services offered by a Chartered Professional Accountant

Decades of Experience

"As a small business owner, I rely on Michael McAllister for everything related to my corporate accounting and personal tax returns. His depth of knowledge and decades of experience with small business makes him an invaluable part of my team. He is a trusted advisor, offers fantastic service, and has ethics beyond reproach. I would not hesitate to recommend him to anyone looking for personal or small business accounting services."

- Jennifer Haslett, President, RedBirch Consulting Ltd.

Professional and Prompt Service

“I have used Michael McAllister for several years now and am very happy with his professional and prompt service. Michael has always been wonderful about answering all of my questions and concerns regarding filing my taxes and his expertise is without question.”

- C. Barnes – Personal Tax Client

Very Helpful

"We were looking to move from the USA to Canada and needed information regarding the transfer of our IRAs to avoid unnecessary taxes. Michael McAllister was very helpful, and although he could not help us directly, because the service we needed was not a part of his business, he immediately gave us a recommendation, which lead us to a broker who dealt with across-the-border assets management. We were very happy with this broker. Prior to contacting Michael, We had spent weeks calling financial management companies, asset brokers and banks in the USA and Canada without any luck. Thank you Michael."

- Frank Ardito, Arizona

Client Experience is Crucial

"It has been an absolute pleasure working with Michael for the last 5+ years. As a Financial Advisor, I work in the relationship business and a positive client experience is crucial. It is comforting to know that my clients' concerns will be handled in a professional, courteous and timely manner when working with McAllister CPA. Michael has been a valuable resource to my practice and I would highly recommend his services to anyone."

- Devon Tannahill,

Financial Advisor, 

CI Assante Wealh Management