I am a Chartered Professional Accountant (Chartered Accountant) and an Enrolled Agent (IRS) with over 8 years of public practice experience in the United States and Canada. I offer a broad range of services for individual and corporate clients including income tax return preparation, Notice to Reader financial statements, Controllership services and cross border tax planning. I am authorized to E-File with the IRS and the CRA. This increases the speed of both receiving your refund (unless subject to the U.S. automatic 180-day hold) as well as obtaining the required support of foreign tax credits to provide to the CRA/IRS.

Having lived and practiced accounting in both the U.S. and Canada, I developed a special interest in pursuing a career centered on educating and assisting individuals and companies in structuring and reporting their Canadian and U.S. interests to minimize the taxes and headaches involved with reporting to either country. more... See more text