A number of clients have recently needed an explanation on the difference between beneficiaries named in a Will and beneficiaries named to a particular investment. When an individual dies, the value of all assets held on the date of death…
Maximize your personal deductions and discover unique business insights.
At Cody & James Chartered Professional Accountants, our business stars with people. In fact, many of the clients we started with 25 years ago are still with us. Providing financial services with a personal touch is what we excel at. The better we know our clients the more we can maximize personal deductions and deliver unique business insights.
Contact Cody & James today and find out how we can help YOU!
Your entire family can feel comfortable working with Cody & James Chartered Professional Accountants. An accounting firm that can help your children’s children with their tax preparation requirements.
As an executor of an estate it may be up to you to file income tax returns on behalf of the deceased and their estate – and this can be a complicated process. At Cody & James, we have over 30 years’ experience assisting and guiding clients through the estate tax filing process.
Tax planning involves creating, reviewing and enhancing a long term strategy for being tax-efficient while saving & investing for the future. If you’re looking for assistance with tax planning, Cody & James can help!
Earning income from a rental property can affect many things from a tax perspective. It’s important to be aware of these effects so there are no surprises when it comes time to file your taxes! With over 30 years’ experience in the field, we can answer your property rental questions.