Services

I provide tax planning and advisory services for owner-managed businesses, professionals, and families who value clear advice and careful judgment.

My work is grounded in experience, technical accuracy, and a practical understanding of how tax decisions affect broader financial and personal circumstances.

Advisory Approach

Engagements are advisory-driven and tailored to each client’s circumstances. I work directly with clients and coordinate, where appropriate, with legal and financial professionals to ensure tax decisions are well-considered, defensible, and aligned with broader objectives.

Corporate & Owner-Managed Business Services

• Corporate income tax returns
• Shareholder remuneration planning
• Corporate reorganizations and restructurings
• Estate and succession planning
• CRA audits, objections, and negotiations

Personal Tax Services

Personal tax services include compliance, planning, and advisory support for individuals and families, including:

• Personal income tax returns
• Canadian residency and cross-border considerations (I do not provide U.S. tax preparation; I coordinate with U.S. advisors where required).
• Retirement, pension, and investment income planning
• Trust and estate tax compliance
• CRA correspondence, reviews, and audits