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The Importance of Naming Beneficiaries

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!

At Cody & James, business starts with people: a C&J team member chatting with a client

 

Cody & James logo iconBusiness Services

Tax Filing

Are you a corporation, sole proprietorship or partnership? Then Cody & James CPAs can provide business tax return preparation services for your business.

Tax Planning

Clarify your financial business goals and get the expertise you need to fulfill them. We do that by engaging with you one-on-one.

Controllership

Is your business growing but not yet big enough for its own accounting department? Controllership services may be right for your business.

Financial Statements

You understanding the meaning behind the numbers on your financial statements is something we take pride in ensuring.

Bookkeeping & Payroll

You can sleep at night knowing you have accurate records. Our team has the expertise needed to provide that peace of mind.

Contact Cody & James

Get help today with your business tax filing, planning, controllership & bookkeeping needs!

Cody & James logo iconPersonal Services

Personal Tax Filing

Personal Tax Filing

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.

Personal Tax Filing

Estate Tax Filing

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.

Personal Tax Planning

Tax Planning

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!

Rental Properties

Rental Properties

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.

Cody & James logo iconWhat clients like you are saying about us…

Could not be more grateful than we are for the tremendous support of this wonderful team. Taxes completed, advice given for next year - all in a professional and comprehensive manner! Thank you to the team!
Susan Dunkley
Susan Dunkley
2021-05-03
Professional and courteous
Linda Vass
Linda Vass
2021-04-28
These guys are amazing. Even in a pandemic they've been able to get my taxes filed in time. No problem recommending their professional services to all my friends and family.
Realtime Happy
Realtime Happy
2021-03-12
Best accountants in Peterborough
Dimitri Shiff
Dimitri Shiff
2019-10-10
I really enjoyed working with Gwyneth and Suzanne. Thank you for your professionalism and assistance!
Lisa Charlston
Lisa Charlston
2019-05-31
One of the most knowledgeable, caring and community minded people & firms in town. Thank you for all you do!
sofie andreou
sofie andreou
2019-05-25
My family and my husband and I have been using Cody and James for years now! They are trustworthy, loyal and friendly and get our taxes done promptly and always make sure we receive the best service! Would never use anyone else, thank you!
Megan Carr
Megan Carr
2019-05-03
Highly recommend!
Mark Lawless
Mark Lawless
2018-07-27

Just Because We Work With Numbers Doesn’t Mean You Have To Feel Like One!

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Cody & James Chartered Professional Accountants