John obtained his CA designation in 1985 and his U.S. CPA designation in 2011.

He has specialized in the area of income taxation for more than twenty five years with an emphasis on personal and corporate tax compliance, corporate and estate tax planning, corporate restructuring, succession planning, cross border planning, acquisition and divestiture planning as well as U.S. personal, corporate and estate tax services.

He has a general practice consisting of a wide variety of businesses and not-for-profit clients. Over his years in public accounting he has assisted many clients with a full range of services from start-up to sale and everything in between.

Scott is a Canadian Chartered Accountant, Canadian Certified Management Accountant and a U.S. Certified Public Accountant.

He also obtained an MBA from the Schulich School of Business with a focus on finance and strategic management.

His professional experience spans a wide range of industries including medical, manufacturing, trucking, franchises and start-up businesses. The focus of his practice is providing accounting, tax and business advisory services to owner-managed businesses and professionals with the ultimate goal of helping clients keep more of what they make. As well Scott provides audit services to a variety of not-for-profit organizations.

Scott obtained his CPA, CA designation in 2015 and became a partner of the firm in 2023.

He has over a decade of experience in public accounting with an emphasis on providing accounting, audit, advisory and tax services to a variety of owner operated and managed businesses as well as not-for-profit clients. His practice also offers personal and estate tax compliance, planning and advisory services. Scott is a licenced public accountant in the province of Ontario.

Don, a graduate of the School of Business and Economics at Wilfred Laurier University, was granted his CA designation in 1973.

He practiced public accounting with a Don Mills firm, becoming a partner in 1979. In 1987, Don established his own practice in Aurora, Ontario.

As a sole practitioner, Don’s clientel included a variety of owner operated and managed businesses, providing them with accounting, audit, advisory and tax services. During this time, he also developed a large personal tax practice. Don brings a wealth of small business experience to Bateman, Graham & Fitzpatrick.

Malcolm obtained his CA designation in 1972 after graduating from the University of Western Ontario in 1969.

He has practiced public accounting in Newmarket since 1973 in a general practice which includes Estate and Trust accounting and related tax matters.

He has experience with a diversified group of clientele covering many areas including international and domestic trucking, printing, farming, school transportation, Canadian professional associations, homes for special care, marinas, general and specialty contractors, retailers, medical professionals, land surveyors, tract developers and home builders, landscapers, rental properties, as well as commercial fisheries.

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Services

Covering all of your service needs from Accounting & Assurance Services to Tax Services, Bateman Graham & Fitzpatrick Chartered Professional Accountants are determined to provide you with quality customer service and meet all of your required needs.

Our firm provides a full spectrum of assurance and accounting services to meet client needs (audit, review, special assurance engagements, compilation, bookkeeping). Our approach emphasizes an in-depth knowledge of each client's business. This insight enables us to focus on the important issues and also gives us a better perspective to provide income tax and general advisory services.

Condominium Audits

Bateman, Graham & Fitzpatrick, Chartered Professional Accountants have been auditing various types and sizes of condominium corporations for over 20 years. Our experience allows us to tailor an audit approach specific to your condo’s needs, and can help identify weaknesses in internal controls and ensure the condo is in compliance with the Condominium Act.A well-conducted Read More

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Community

The foundation of a strong future is a strong community.

We recognize that investing time, energy and resources in worthwhile causes within the community improves the lives and well-being of countless individuals.

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Gambling

If you were flying high from a big win at a Casino in the United States, you may have been brought back down to earth by the U.S. non-resident’s tax that is withholding 30% of your winnings.

The good news is that through the assistance of Bateman, Graham & Fitzpatrick, Chartered Professional Accountants, a sizeable percentage of these winnings may be recovered if you file a tax return asking the IRS to take your gambling losses into account.

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Advisory Services

We strive to play the role of Trusted Advisor for our clients.

Leveraging broad industry experience and a high level of tax expertise we provide expert, timely advice.

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Bookkeeping Lists

Providing our clients with a library of resources to meet their needs.

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Bookkeeping Services

We have extensive accounting and bookkeeping experience which our clients benefit from.

We work with you to determine the level of bookkeeping service that's appropriate.

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Firm Profile

Bateman Graham & Fitzpatrick Chartered Professional Accountants have been helping businesses succeed in Southern Ontario for over 50 years. We offer a full range of financial and business advice and we would be pleased to assist you with matters large or small. The firm was founded in 1972 by David Huntley, CA, and has continued Read More

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Forms

Providing our clients with a library of resources to meet their needs.

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Healthcare Advisory

We provide a broad range of services to both self employed practitioners and staff healthcare professionals.

Our integrated approach to planning professional and personal affairs focuses on maximizing after tax income and personal net worth.

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Home

Bateman Graham & Fitzpatrick Chartered Professional Accountants have been helping businesses succeed in Southern Ontario for over 40 years. We offer a full range of financial and business advice and would be pleased to assist you with matters large or small.

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Individual Taxpayer Identification Numbers (ITIN) Application (w-7)

We are “Certifying Acceptance Agents” for the IRS and can facilitate the process of getting an ITIN faster and easier than dealing with the IRS directly.

Please contact us to discuss the reason you need an ITIN and to set up an appointment to review the application.

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Resources

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Services

Covering all of your service needs from Accounting & Assurance Services to Tax Services, Bateman Graham & Fitzpatrick Chartered Professional Accountants are determined to provide you with quality customer service and meet all of your required needs.

Our firm provides a full spectrum of assurance and accounting services to meet client needs (audit, review, special assurance engagements, compilation, bookkeeping). Our approach emphasizes an in-depth knowledge of each client’s business. This insight enables us to focus on the important issues and also gives us a better perspective to provide income tax and general advisory services.

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Summary of Services

Our firm provides a full spectrum of assurance and accounting services to meet client needs (audit, review, special assurance engagements, compilation, bookkeeping).

Our approach emphasizes an in-depth knowledge of each client's business. This insight enables us to focus on the important issues and also gives us a better perspective to provide income tax and general advisory services.

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Tax Services

During your lifetime, you will spend more on taxes than any other single item.

Tax Planning and Support for Consultants and Professionals Individuals and businesses require an integrated approach to ensure that tax compliance is efficient and minimizes the overall tax burden. We provide a full range of business and personal taxation services to a wide range of clients. Once we understand you and your business we focus on practical, value-added tax planning.

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U.S. Personal Tax Returns

It is important to work with a tax advisor who can navigate the tax laws on both sides of the border.

U.S. citizens living or working outside of the U.S. are still required to file a U.S. tax return. In addition to the U.S. tax return there is likely a requirement to file in the country of residency.

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U.S. Rental Returns

There has been a large increase in the number of Canadians purchasing U.S. rental properties.

It’s critical that non-resident investors ensure compliance with U.S. tax laws and minimizing their overall tax burden.

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Tax Planning and Support for Consultants and Professionals

We have expertise in providing services to knowledge-based professionals in the areas of medicine, engineering and information technology.

As your consulting business grows, whether incorporated or not, timely tax planning, accounting support and organizational decisions need to be made in order to ensure long term wealth creation for your business and family.

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U.S. Corporate Tax Compliance

More and more Canadian companies are now doing business in the United States.

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