I have relied on Tammy willerth CA to give sage, timely and accurate advice to my clients on estate planning or estate administration for many years. I always look forward to working with Tammy in ensuring the client is well represented and has all the right information necessary to make the best decision. She is reliable, pleasant, and professional. An absolute pleasure to work with.
I have been a client of Tammy Willerth since 2011. Tammy is both knowledgeable and hardworking. She did a thorough job with complex audits for the court related to my trusteeship for my husband. She also provided us with excellent tax preparation and well researched advice regarding available tax savings. Tammy is both professional and personable. I would not hesitate to recommend her services.
As executors to a challenging estate, involving investments, insurance, RRSPs, two properties including the taxes and capital gains plus the deceased's income, we required more than special attention, and you came to the rescue. Thanks Tammy.
I am a retired CA and have prepared tax returns for my wife and I for years. When she died in 2011 I, as executor, was faced with the problem of tax returns for her estate as well as for myself. On the advice of my lawyer I contacted Tammy who agreed to file the appropriate returns based on the information I provided. I had done a rough estimate of the tax liability, but to my pleasant surprise she found many deductions that could be transferred to me from the estate, thus substantially reducing my taxes. Thank you Tammy!
Our estate lawyer gave us Tammy’s name. She is a life saver. She reviewed my mother’s financials and past tax returns locating items that could have been claimed and weren’t. Along with getting our estate financials in order she amended the tax returns in question and as a result, we received funds back from the CRA.
When I asked our mother’s bank to provide me with a list of my mother’s investments, they did so. What they failed to include and what Tammy located was a bank RRIF that my mother had purchased prior to her illness that I had no knowledge of.
She was and still is a great advocate for her clients. She will not hesitate to take on banks or the tax man to get her clients what they are owed. I would not hesitate to recommend Tammy Willerth as an estate accountant and a personal accountant as well.
Settling an estate can be a lengthy, difficult, and confusing process. With Tammy’s expertise and knowledge of tax and inheritance laws I was able to successfully fulfill my duties as executor during this difficult time.
Tammy was very accessible, prompt, efficient, and supportive in her dealings with me. She has been a pleasure to work with.
Over the last couple of years, Tammy has helped me with my late Aunt’s Estate.
Upon meeting with her I explained that the Estate was "quite a mess”, however she immediately requested all the accounting books, past documents relating to the estate and any other information that would help her to sort out the matter.
She knew who to contact, what the process was and I felt very secure knowing that all the outstanding issues would be resolved. She answered all my questions to the point and instructed me on various matters that I had to deal with.
The estate is now closed and I know that I could not have done it without her. Her expertise and efficiency in all areas pertaining to Estate preparation and Revenue Canada made the task at hand less stressful and I would gladly recommend her services.
I have been a client of Tammy Willerth since 2011. Tammy is both knowledgable and hardworking. She did a thorough job with complex audits for the court related to my trusteeship for my husband. She also provided us with excellent tax preparation and well researched advice regarding available tax savings. Tammy is both professional and personable. I would not hesitate to recommend her services.