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We are a boutique firm of Chartered Professional Accountants.

We are entrepreneurs that love business.  Our organizational culture fosters interaction between staff at all levels to ensure the best interests of the client are being met.  In creating and maintaining a positive and progressive work environment with a solid commitment to life long learning, we are dedicated to putting the client first.  We make the promise that we will always hold three key points with our interaction to you.

  • We are dedicated to learning about you, your family, your business and your aspirations.

  • We are knowledgeable about new rules, new opportunities, and your tax situation.

  • We are client oriented and not here for just the tax season, but through out the year to assist with any and all questions. 

Our team is waiting to work with you to achieve your goals.

 

Our Services

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Individual

Yates Whitaker offers a variety of personal tax services. All of our services are based on preparing you to make the tax season as easy as possible.  We provide a tax assessment checklist that allows you to pool all of your documents in one place.  We send out tax tips and tools so that you are aware of the changes in tax regulations for the year. Learn More

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Business

At Yates Whitaker we understand what it takes to be an entrepreneur.  Our partners are involved in a variety of entrepreneurial pursuits. We understand the challenges involved in growing your company and we want to do all we can to allow you to focus your efforts.  Our expertise in a variety of fields, with diverse companies and individuals and the strength of our team allow us to deal with any challenge you may have.  Learn More

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Not-for-profit

From social service to cultural organizations to the local business associations, not for profit organizations make our communities a better place. Unlike for-profit businesses that exist to generate profits for their owners, not for profit organizations exist to pursue mandates that address the needs of society. Learn More