As a Chartered Professional Accountant, my Toronto-based practice focuses on providing taxation, accounting and advisory services to individuals and owner/managed businesses. Each client has unique personal and business needs. You may need a tax return, year-end financial statements or business consulting services. I will work closely with you to determine your needs and provide reliable, professional advice.
As a tax practitioner, I understand that it is critical that I remain current with the latest developments in legislation and practice. I am a current member of the Canadian Tax Foundation which provides me with access to their written materials as well as attending their annual tax conference. I successfully completed the In-depth Tax Course offered by the Canadian Institute of Chartered Accountants in 2002-2004. In addition, I am the co-author for a taxation textbook used in introductory college and university tax courses.
I started my career 25 years ago in public practice working for a mid-sized accounting firm, I resumed my career in public practice establishing my firm in 2002. While away from public practice, I had a 10-year career working for two national associations in the area of certification and testing. I managed the national examination programs for the Certified General Accountants Association of Canada and the Financial Planners Standards Council. Although the certification and testing areas are of interest, I no longer consult in this area to focus on my tax and accounting practice.