I am a graduate in Economics and have been working in the financial industry for 17 years, with 9 years directly in the tax preparation business. I worked as a senior tax consultant at Accutax Financial Services Inc. specializing in both corporate and personal income tax preparation. When Accutax was acquired by SDI Tax and Accounting Services in 2017, I continued to provide the same services to my clients there. My expertise in corporate returns has allowed me to expand the scope of services that we provide at Financial Tax Services to include corporate financial statements, T2 tax returns, book-keeping, HST returns and payroll services.
My educational background is in Economics. I received my degree longer ago than I care to remember. I’ve been involved in income tax preparation for the past thirty-five years, the last thirty years of which I operated Financial/Tax Services, initially with my original business partner, Guy Langlois, and later in partnership with Kim Watson. I really enjoy tax preparation, so in 2021 I made the decision to take a step back, get out of the day-to-day administration of the business, and concentrate on tax preparation. My expertise lies mainly in the area of T1 Returns, T3 Returns, and Estate/Guardianship Accounting.
My background in income tax preparation over the past 12 years, an earlier career in business and a business administration degree from Wilfrid Laurier University have given me the skills and experience to assist in all types of T1 income tax returns and Estate tax returns (T3). I enjoy both the work and helping our clients to sort out their income tax needs. When I’m not at work, I like to spend time with family and friends, hiking, and travelling.
I’ve been doing Personal returns seasonally, since 1990. My degree is in Geology with Economics as a minor. I also got to second level CGA, before getting sidetracked into Personal Taxes. I’ve been with Financial Tax Services since about 1997, first in the mall and later in the main office.
I am a Western University student working towards a degree in Finance, trained & certified in T1 Personal Income Tax. I joined Financial/ Tax Services in February 2021. I am very passionate about everything economics, business related, as well, my passions are music, singing and playing several instruments.