I started my tax practice in 2008, initially operating out of my home in Toronto, serving clients primarily in the GLBTQ communities as well as Toronto’s local and green economies. I took the business “virtual” in 2010 to facilitate an extended trip to Australia, and moved to Vancouver when I returned to Canada a year later.
Having a completely online practice has provided me the opportunity to serve clients across Canada and around the world. While I have focused primarily on working with individuals and small businesses, my clients come from a variety of different backgrounds and tax situations. I have worked specifically with individuals who are new to or who have recently left Canada or the United States, and individuals currently earning income in both Canada and the United States. I have also worked with US citizens living in various countries to help them meet their US tax filing requirements. I am a current participant in the IRS’s Annual Filing Season Program (AFSP).
Prior to starting my practice, I graduated with first-class honours from Brock University in 2005, receiving an Honours Bachelor of Accounting degree. While working in the international corporate tax department at a large public accounting firm in Toronto, I passed the UFE (the legacy CA profession’s final examination) on the 2006 national honour roll (approximately top 2% of successful candidates). I obtained my CA designation in 2007 and, upon unification of the accounting profession, received my CPA designation in 2012.
In addition to my tax practice, I currently dedicate much of my time to consulting with respect to the CPA profession’s education program, as well as volunteering with local not-for-profit organisations.