I focus on servicing clients with their accounting and tax needs. I gather an understanding of where clients are at now and where they want to go with the future. I work with individuals or families to create tax strategies to work towards.
I provide services for personal tax returns, corporate tax returns, estates and many other related services including HST, payroll, principal residence exemptions, capital gains, severance packages, retiring allowances and CRA reviews. I work with owner-managed businesses for the self-employed, incorporated or the self-employed considering incorporation. I provide tax services for clients with personal non-registered investments or clients using investment corporations. I work with executors dealing with deceased final tax returns and estates.
My Practice Areas
- Accounting and taxation for owner-managed businesses
- Personal and corporate tax planning
- Estate returns and planning
- Transitioning from personal businesses to corporations
- Special interest in health care professionals, investments, real estate and construction companies
- Federal, provincial and municipal election audits
Certifications: CPA, CA, LPA