Expertise in T1 personal tax returns, for:
Current Year
Previous years.
Business Returns
Rental Properties
Employment Expenses
Disability Credits
Medical Expense Claims
RRSP Planning
Stock Gains / Losses
T2, Small & Medium Sized Businesses
Ensuring clients are maximizing their deductions and balancing incomes between Corporate and Personal Entities
Applications for Loans with Banks or the BDC usually require your financial statement to be complied and certified by a CPA. (Chartered Professional Accountant)
Jeff provides this professional service, helping you meet the “Notice to Reader” requirement, to qualify for your Loan.
CRA and the government of Canada has stepped up their frequency of audits for both Personal, Business, HST and Payroll.
Proper communication is vital when corresponding with the CRA. We guide you thru the process and ensure you receive fair treatment, while maximizing your credits and refunds.
In the months leading up to the tax deadline, Jeff Creates a multi year plan for you and your family.
With proper planning, Jeff has saved clients thousands of dollars Through a strategy of constant communication with his clients
In the months leading up to the tax deadline, Jeff creates a multi year plan for your family.
Jeff, uses his CSC and pervious banking experience to provide an impartial view of your portfolio
Understanding your individual needs both now and the future; plus your after life expectations for your beneficiaries
Helps him provide guidance as to whether you’re in the right investments and whether your investment advisor is doing what’s best for YOU !
Banks often ask for Cash Flow projections. Jeff’s expensive 25+ years experience helps businesses quickly achieve the needed cash flow projection.
And; He’s qualified as a CPA, to certify these statements.
With over 25 years of SRED filing experience, Jeff is able to help identify SRED claimable work, assist with the report writing, provide guidance on tracking and mentor you thru the mandatory SRED audits from CRA.
Don’t trust your SRED credit, to consultants who take a hefty percentage.
Retain, Jeff, for an honest fee; so you can keep the majority of your SRED, in your Pocket.
FCPA, FCMA, MA, B.Comm, CSC, CITP
Jeff, is a Chartered Professional Accountant and became a Fellow of the Institute before the age of 40, a rare honour.
He articled with E&Y, KPMG and Yale and Partners before starting he own Tax Practice in Etobicoke, in the 1990’s, where he still currently resides.
He has extensive international experience, having built a multinational software company; and leverages his knowledge both Domestically and internationally to help clients with tax, business planning and financial statements.
Jeff has first hand experience as an Angel Investor, and knows first hand expectations of Venture Capitalists.
Jeff holds a Master’s in Leadership Studies from the University of Guelph, a Bachelor of Commerce and Finance degree from the University of Toronto, the Canadian Securities Course and a Certified International Trade Professional designation.
He loves, Hockey, Golf, Soccer and coaching the next generation.