Gateway Tax & Financial Services
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Gateway Tax and Financial Services offers peace-of-mind financial solutions to customers. Gateway prides itself on helping clients through all of life's stages by preparing and filing personal income tax returns, assisting with financial planning including RRSP planning, and by analyzing insurance requirements for their clients.

Gateway can't wait to help you too! For over 35 years, Sherry McKenzie and the team at Gateway have provided personal income tax services for individuals and families alongside financial planning services in Cambridge, Ontario. Gateway Tax and Financial services has proudly been serving the community since 1984.
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The team at Gateway Tax and Financial Services works hard to be your gateway to the future. Established in 1984, Gateway has worked hard for clients since day one. Throughout the 35+ years of service, Gateway's financial plans have withstood the test of time. Gateway puts the client first and offers solutions that can meet the clients' goals.
Travelling abroad is exciting! Protect yourself from unforeseen expenses and travel without worries of unexpected events. Perhaps you plan to travel over seas to visit the destination of your dreams. Perhaps you plan to use your income tax return refund to travel south and enjoy some warmth in the sun.
Reviews (9)
Mike Charbonneau
Mike Charbonneau
Sep 02, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Fantastic local family run business. I have referred the Gateway Tax team to many family and close friends. Responsive & knowledgeable, they make tax season a breeze.
John & Terri Krueger
John & Terri Krueger
Mar 23, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
We have been going to Gateway Financial for a number of years now. Highly recommend them.
Mike Burmaster
Mike Burmaster
Mar 17, 2021
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Critical: Professionalism, Quality
The lady that did my taxes was extremely rude over the phone. Very poor customer service. Also, I went to them 2 years in a row before this and both times it took them several weeks to do my taxes. I don't know why I went there this year but I won't be going back next year. Very unprofessional
Brent Nowlan
Brent Nowlan
Jan 10, 2021
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I went to this place for years and they drove me to find a new way to do my taxes. When they did my taxes they forgot one of my T4's (That I gave them) and I had a 5k bill to pay near Christmas months later. They didn't own up to it and the only compensation they were willing to pay was a half price coupon for the following tax year (No thanks)...I use Turbo Tax and pay around 1/4 of what they were charging me for my simple 2-3 T4's and donations. I would not recommend this place.
Emily Rundle
Emily Rundle
Nov 13, 2020
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Genuinely the best customer service and above all, tax knowledge. I have been going to H&R Block for years, but Robert actually asked me questions.
For the first time I didn't feel like I was on an assembly line.
Anita Bhamra
Anita Bhamra
Oct 10, 2020
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Positive: Professionalism, Responsiveness
It is always a pleasure to work with Sherry, Rob and the team! They are professional, detailed and super knowledgeable! Also super quick with tax filings and answering questions.
Trevor Landry
Trevor Landry
Sep 08, 2019
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Right from the start the staff of Gateway Tax and Financial Services have been very warm and welcoming. I found it super helpful that they were honest and open with any questions I had. It is truly appreciated and would recommend them to family and friends with confidence.
Patti Young
Patti Young
Sep 23, 2018
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Sherry has been doing our taxes since we moved to Cambridge in 2006. She’s super fun and even more knowledgeable. She’s helping us plan our retirement in 5 yrs. Sherry and her team are highly recommend!!
Jerems M.
Jerems M.
Sep 18, 2018
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Been using Gateway Tax & Financial for years, and the rest of my family too. They are very good at all things financial and have always taken care of us! Highly recommended!