Inclusive Advisory - Peterborough, Ontario

Jennifer L.

Jeff and his team have done a great job with my business taxes over the last 2 years. Can't thank them enough for their professionalism, knowledge, and competency.

Shaun P.

This tax year, I worked with Amy Jones from Inclusive Advisory for both my personal and business taxes. Amy and her team were incredibly professional, knowledgeable, and kind throughout the entire process. They went above and beyond what I expected. I'm confident I'll continue to rely on Inclusive Advisory for all my accounting needs in the future.

Gabriel H.

I had a brutal experiences with them last year. They filed our returns several weeks late and it was only with pestering that we received any communication back from them about the missed deadline. They charge a premium and the level of service was what I'd expect at fire sale prices.
As far as I can tell they did the work accurately, but the returns were run of the mill and they didn't find any surprise savings or anything like that.
Maybe for more complicated stuff or if you need multiple services they are good, but for straight tax returns I would try any other reputable accountant ahead of them.

SunFish C.

Need to confirm details, ask clients questions before making decisions and advise clients if they’re not going to be available for critical time periods. If a client calls on Friday afternoon there’s a reason for it and they need to respond. That didn’t happen.

Fraser S.

I'm the owner of a small consulting business in Peterborough. I have been using Inclusive Advisory for just under a year and have been very happy with the service they provide. I have been dealing primarily with Liana who has been very impressive in her ability to juggle multiple demands as well as the intricacies of my particular business. Often I have recommended Inclusive and Liana to other business owners in Peterborough only to learn that they are already using the same services. The numbers speak to the niche this company fills, well done.

Kevin E.

I stuck with Inclusive Advisory for a number of years, despite increases to the cost of filing personal taxes out of a sense of familiarity and loyalty. Last year, there were numerous errors with how my taxes were done. I had caught one error prior to signing off on them filing but another had slipped through resulting in a mess with the CRA.

I am not an accountant who is familiar with all the codes and details of filing a personal return, that is why I paid a considerable premium for Inclusive Advisory's services. I would expect them to at least be able to file a rather simple individual tax return without error.

This year I switched and went to a much cheaper (less than half what I was paying Inclusive) tax service who actually did my taxes to a degree of perfection. There are far better options out there and at a much lesser cost.

Lindsay H.

I highly recommend the services provided by Inclusive Advisory. Jeff handled our mortgage and he was never less than professional, courteous, and efficient. He took time to explain things in a thorough but succinct way that we could understand. I have also worked with Matt on the accounting side in the past and he is nothing short of amazing — clever, considerate, funny, and never fails to brighten your day!

Heidi P.

We have been working with Inclusive Advisory for several months now and are more than pleased - the team at Inclusive ensures our organization's needs are met and goes above and beyond to assist us in our daily bookkeeping and auditing requirements. Special shout out to Liana who is very detail oriented and excellent in her role! Thank you!
-Heidi (Kawartha Gymnastics Club)