About

Us

Gordon Robertson Accounting is a family-run accounting firm located in the City of Orillia. With a wealth of knowledge and expertise in corporate and personal accounting service, our team works with you to identify your needs and find the right solutions for you. Gordon Robertson Accounting prides itself on providing client and industry specific accounting solutions, from tax preparation and filing, to bookkeeping and financial consulting and planning. As a family-run practice, we pride ourselves on providing trustworthy client and industry specific accounting services. We work with you to find the right solution for your needs.

Gordon Robertson

CPA, CGA

Having recently completed 43 years in public practice, Gordon formally announced his retirement on March 4, 2025.
“The decision to retire was made easier when I was introduced to Jennifer and David. It was important to me to find successors who could offer my clients excellent advice and service and who would provide my staff with continued opportunities to practice accounting locally. After significant due diligence, I am happy with the fit that Jennifer and David will provide to clients and staff. Jennifer and David will operate out of my existing office, and all the staff are continuing employment with the new practice.”

David Welke

After over 20 years working as an Auditor for the Canada Revenue Agency (CRA), David wanted to be the "good guy" for a change and help clients. David is a former Certified General Accountant (CGA) who taught accounting courses at the local college. He also spent a portion of his career in the private business sector with a Fortune 500 Company where much of his time was spent on mergers and acquisitions.

Jennifer Merkley

Jennifer has gained over 30 years of experience serving in senior positions with several companies across a broad range of industries including retail, services, manufacturing, software, healthcare and not for profits. Jennifer is often hired for her abilities to implement new software systems and improve processes. While the executive suite has its perks, she wanted to focus on serving smaller entities where her knowledge could have a greater impact.

Your Top Choice For

Financial Needs

We would love to hear from you to find out how we can help you with what ever service you may require.

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Our

Services

Gordon Robertson Accounting offers professional accounting services in Orillia. Explore all of the services we provide.

Personal and Corporate

Tax Planning

The assistance with business planning, structuring management, owner compensation, tax advice on purchasing and selling a business, tax elective retirement and estate planning, corporate reorganizations and advice on business start-up.
Business and Financial

Consulting

Assist clients with day to day decision making, provide advice on major decisions made within the business and review the business plan to ensure it is relevant for the current business and personal goals.
Bookkeeping

and Payroll

Remote or off-site bookkeeping and payroll services such as budgeting, bill payments, financial and management advisory, WSIB filings, communication with CRA, T4 preparation etc.
Business

GST/HST Returns

The assistance with or preparation of the various government returns such as GST/HST, WSIB, EHT and other filings.
Financial

Statements

Preparation of personal and corporate financial statements.
Personal Income

and Tax Returns

Preparation of personal T1 income tax returns.
T2 Corporate Income

Tax Returns

Preparation of corporate T2 income tax returns.
Estate Tax Planning

and Returns

The assistance with or preparation of estate tax planning and filing.
T5

Filing

Preparation of T5 slips for dividend and interest income.
T4

Filing

Preparation of T4 slips for employment income.

Recent

News

Office Hours

Monday, June 16, 2025

Summer Office Hours

Monday- 9:00 AM TO 4:00 PM

Tuesday- 9:00 AM TO 4:00 PM

Wednesday- 9:00 AM TO 4:00 PM

Thursday- By Appointment Only

Friday - By Appointment Only

Closed Saturday & Sunday

Our office is closed from 12:00 - 1:00 for lunch

A secure drop box is located to the right of our entry door for client use whenever our office is closed

Phone: (705)326-3104

General Email: info@gordonrobertson.ca

News Archive

2022 Canadian Tax Checklist.docx
"> 2022 Canadian Tax Checklist Tuesday, February 07, 2023

Ontario Residents Planning a Getaway in Ontario in 2022 could get back up to 20% on Eligible accommodation expenses with the new, temporary ONTARIO STAYCATION TAX CREDIT.

The temporary Ontario Staycation Tax Credit is a personal income tax credit for eligible Ontario residents to claim 20% of qualified accommodation expenses for vacations taken between January 1-December 31, 2022 in Ontario, up to a maximum of $1,000 for an individual and $2,000 for a family. So that translates to a maximum savings of $200 or $400, respectively.

Apply for the Ontario Staycation Tax Credit

Residents of Ontario who take a leisure trip in the province and stay at an eligible accommodation can apply for this refundable credit when they file their 2022 personal income tax returns. Learn more about eligible accommodations at ontario.ca/staycation.

Safely discover Ontario and follow public health advice. For the most up-to-date information, please visit: covid-19.ontario.ca.

"> Ontario Staycation Tax Credit 2022 Tuesday, February 07, 2023

Connect

With Us

349 West Street North
Orillia, Ontario, Canada, L3V 5E1
Email:
info@gordonrobertson.ca
Phone:
705-326-3104