Capstick McCollum & Associates

What Capstick McCollum & Associates does

Capstick McCollum & Associates is a privately held Canadian accounting firm headquartered at 465 Morden Road, Oakville, Ontario, founded around 2019 by Tracy Capstick and Amanda McCollum. The firm delivers a full suite of accounting, auditing, tax, and advisory services to small and medium-sized businesses, not-for-profit organizations and charities, individuals and estates, and US-Canada cross-border clients. Service lines include Accounting & Consulting (bookkeeping, payroll, compilations, business valuations), Audit & Assurance (ASPE-compliant audits and reviews, NFP and charity audits), Corporate & Personal Tax (compliance, planning, estate and succession planning, SR&ED credits), specialized Charities/Not-for-Profit services, and ITIN Services delivered under IRS Enrolled Agent and Certified Acceptance Agent credentials.

The firm operates on a partner-led professional services model with 13 staff: two founding partners, two audit and assurance professionals, two accounting/bookkeeping staff, one cross-border tax accountant, one staff CPA, one accountant, one executive assistant, one office manager, and one bookkeeping/tax staff member. The team's experience base includes prior tenures at KPMG LLP, Withey Addison LLP, MNP LLP, and a National Electronics Franchise. The underlying technology stack is conventional — CaseWare, CaseView, Tax Cycle, and the CCH iFirm client portal — with no proprietary platforms. Revenue is generated on a fee-for-service basis through direct consulting engagements; pricing is not publicly disclosed. Customer acquisition relies on the firm's website, a "Book a Consultation" call-to-action, referrals, and community involvement through board service (Estate Planners' Council of Halton, Oakville Arts Council, Support House, Halton Women's Place). No revenue, funding, or ownership data beyond the two-partner structure is publicly available.

Name

Capstick McCollum & Associates

Legal name

Capstick McCollum & Associates

Website

https://capstickmccollum.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Capstick McCollum & Associates is a privately held Oakville, Ontario accounting firm offering accounting, audit, tax, charity, and US-Canada ITIN services to small and medium-sized businesses, not-for-profits, and individuals.

Ownership category

akta.pro rank

Headquarters

HQ city

Oakville

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Accounting and Consulting Services: Fee-based professional services including compilation of financial statements, bookkeeping, management accounting, payroll processing, budgeting, forecasts, business planning, and business valuations.
2. Audit and Assurance Services: Audits and reviews of financial statements in accordance with Canadian Accounting Standards for Private Enterprises (ASPE), audits of charities and non-for-profit organizations, specified procedures, and audits of non-financial information.
3. Corporate and Personal Tax Services: Tax compliance, integrated corporate and personal tax planning, estate planning and compliance, and Scientific Research and Experimental Development (SR&ED) tax credits.
4. ITIN Services: Individual Taxpayer Identification Number application assistance for nonresident aliens and foreign persons requiring US tax compliance services, including face-to-face interviews and document authentication.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Capstick McCollum & Associates is an Oakville, Ontario-based chartered professional accounting firm that provides a full suite of accounting, assurance, tax, and ITIN services to small and medium-sized businesses, not-for-profit organizations, and individuals. Its core engagements span financial statement compilations, audits under Canadian ASPE, corporate and personal tax compliance and planning, estate and succession planning, SR&ED tax credit claims, and IRS Certified Acceptance Agent support for cross-border US-Canada tax matters.

Product overview

Capstick McCollum & Associates is an accounting firm offering a suite of integrated professional services for individuals and businesses. The firm operates five core service offerings: Accounting and Consulting (bookkeeping, payroll, financial compilation, business valuations), Audit and Assurance (financial statement audits, reviews for ASPE compliance), Corporate and Personal Tax (compliance, planning, estate planning, SR&ED credits), ITN Services (IRS ITIN application assistance), and Charities and Not-for-Profit Services (charity audits, information returns, compliance). The services are delivered through a team of CPAs and supported by a CCH IFirm-powered client portal for secure client access.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting and Consulting Full range of accounting and consulting services for small and medium-sized businesses including compilation of financial statements, budgeting, forecasts, business planning, management accounting, bookkeeping, payroll processing, business valuations, and HST services.
• Audit and Assurance Audit and assurance engagements including audits and reviews of financial statements under Canadian Accounting Standards for Private Enterprises (ASPE), audits of charities and not-for-profit organizations, specified procedures, and audits of non-financial information.
• Corporate and Personal Tax Corporate and personal tax services including compliance, integrated corporate and personal tax planning, estate planning and compliance, and Scientific Research and Experimental Development (SR&ED) tax credit claims.
• ITIN Services Individual Taxpayer Identification Number (ITIN) application assistance for nonresident aliens, including help with IRS Form W-7, documentation certification, and face-to-face interviews required for ITIN acquisition.
• Charities and Not-for-Profit Organizations Services Specialized services for charities and not-for-profit organizations including financial statement audits and reviews, special project/program audits, registered charity information returns, corporate tax returns, not-for-profit information returns, and charity compliance.
• CCH iFirm Client Portal Secure web portal for existing clients to upload and receive documents, exchange messages, and access firm deliverables, hosted on the CCH iFirm platform.

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Grant Thornton Canada: Mid-tier global accounting firm with a strong Canadian practice serving privately held businesses and NFPs. Closely comparable service lines, customer size tier, and partner-led engagement model.
• BDO Canada: Mid-tier Canadian accounting firm with full audit, tax, and advisory services for SMBs and NFPs nationally. Operates with a comparable partner-led, relationship-driven model and overlapping client segments.
• Crowe Soberman LLP: Toronto-based mid-tier CPA firm providing audit, tax, advisory, and cross-border services to private businesses, HNW individuals, and estates. Comparable in size-class, GTA geography, and full-service private-company focus.
• Baker Tilly Canada: Canadian mid-tier accounting and advisory network serving owner-managed businesses and NFPs with audit, tax, and consulting. Directly comparable in service breadth, mid-market focus, and Ontario footprint.
• Greenback Expat Tax Services: US-based firm specializing in US tax preparation for expats and nonresident aliens, including ITIN application support. Directly comparable niche in cross-border and ITIN services that Capstick McCollum serves via Tanya Scarlett's Enrolled Agent practice.
• MNP LLP: Canada's largest domestically owned accounting firm, providing audit, tax, and advisory to mid-market Canadian businesses, NFPs, and individuals. Highly comparable service mix and SMB/mid-market target customer base; Cole Visée at Capstick McCollum came from MNP.

Broad incumbents

• KPMG Canada: Canadian arm of Big Four firm where founding partner Tracy Capstick previously worked in audit and Business Advisory. Overlaps on assurance and tax services but operates at vastly larger scale and broader enterprise focus.
• PwC Canada: Canadian Big Four firm providing audit, tax, and advisory across all major verticals. Overlaps with Capstick McCollum on tax compliance and NFP audit but serves an entirely different scale and complexity of client.
• Deloitte Canada: Canadian Big Four firm with audit, tax, and advisory practices serving large enterprises and high-growth mid-markets. Comparable assurance and tax capabilities but at significantly larger scale and broader portfolio.

Emerging players

• Taxes for Expats: Specialty US expat tax firm offering ITIN assistance and US tax preparation for nonresident aliens and Americans abroad. Comparable cross-border tax niche and ITIN capability to Capstick McCollum's ITN Services line.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/capstick-mccollum-associates

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Capstick McCollum & Associates