I am a Chartered Accountant with 10 years experience on my own and 10 years experience employed by others before that. I am looking for new clients for my practice. My specialty is Canadian and US personal taxes and how they interact although I also have many clients with foreign issues involving countries other than the US.
My typical clients:
US citizens residing in Canada that are caught up on their filings and need me to file just their US return or both their Canadian and US personal tax returns each year.
US citizens residing in Canada that are not caught up with their US filings because they didn't realize they were supposed to be filing US returns. I can get you caught up with a minimum of fuss from the IRS.
Cnd citizens that are non-resident of Canada that need non-resident rental returns because they are abroad and renting out their home in Canada while gone.
Cnd citizens that work abroad on a rotational basis such that they need to file full Cnd returns with foreign tax credits and possibly OETC's.
Cnd citizens needing departure counseling before leaving on a long term assignment to ensure that all the i's are dotted and t's crossed so that they don't get in trouble with the CRA on the way out.
Local cnd citizens that have no foreign issues but other complicated Canadian issues such as investments and just want some help with their Canadian returns.
I am located in West Kelowna BC but have clients around the world and work primarily by email.
I am a Chartered Accountant with 10 years experience on my own and 10 years experience employed by others before that. I can handle any type of Canadian tax question although my expertise is personal tax and how that interacts with foreign issues.
Owner, Chartered Accountant
Expatax Services Ltd.
From October 2004
I am a sole practitioner and generally have one part time assistant at any given time. I specialize in Canadian and US personal tax returns for clients. I purposefully keep my client base small in order to have enough time to deal with each client as they deserve to be treated. Most of my clients are very loyal long term clients since they are very satisfied with my work and service levels.
Qualifications & Certifications
Chartered Accountant Designation
Canadian Institute of Chartered Accountants
Bachelor of Commerce, Accounting Major
University of Calgary
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