- Individual and Owner managed tax planning analysis, including retirement planning, dividend vs. salary, assistance with Investment decisions
- Experience in preparation and review of Individual & Corporate Tax returns, CDN and US
- Experience of preparation and review of HST, Payroll, EHT, WSIB returns and remittance calculations
- Supervised and reviewed compilation engagements including preparation of financial statements and tax returns
- Liaising with revenue authorities and represent clients to reconcile tax discrepancies, address their notice of assessments/reassessments, assist clients in preparing for tax audits
- Manage client expectations, ensure outstanding service, estate planning, cross-border consulting for resident and non-resident tax returns, and provide clientele with a single point of contact for compliance and advisory needs.
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