Providing Service in the Following Areas
Income Tax Preparation
Providing expert Canadian income tax compliance services.
I prepare Canadian personal, corporate and estate/trust tax returns from the most basic to the highly complex. I offer a concierge level of service to keep you on track and on time with your filings, reviewing your returns with you before filing and by proactively tracking all filing deadlines. With over 20 years of experience as a tax specialist and many post-designation courses, seminars, conferences and training sessions under my belt,you can rest assured that your returns will be prepared accurately while considering all appropriate tax saving measures that are available to you.
Proactive Tax & Estate Planning
Providing proactive, comprehensive tax and estate planning advice, ideas and solutions for Canadians.
As a Chartered Professional Accountant specialized in Canadian tax, a Certified Financial Planner and a Trust and Estate Practitioner, I have the expertise and experience required to guide you through the myriad of planning options that exist and to keep you from falling into any tax and estate planning traps. I believe that the advice you receive should be specific to your own circumstances, not cookie cutter solutions. I also believe that in many cases, it takes multiple professionals, each providing their own complimentary skills and expertise, to work together to provide the best results. As such, I work closely with my clients' other professional advisors and encourage collaboration.