A semi-retired CPA with over 30 years of work experience leading teams in Audit and Criminal Investigations Divisions at the CRA.
My services include preparing and e-filing T1 Returns, managing relations with the CRA, and bookkeeping.
Virtual appointments on-line.
For more details please see the following web pages.
◾Year-roundpreparing and e-filling ofT1 returns for current and previous years.
◾Preparing T1 and elective returns for deceased persons, as well as T3 returns for testamentary trusts.
As a former employee of the CRA, I fully understand the need to protect confidentiality of taxpayer information.
I do not communicate or receive documents or information using social media.
During the initial virtual appointment on Zoom or Google Meet, I will confirm your identity as required by the CRA; after that I will email you Engagement Letter, a fee schedule, and an interview/checklist form for you to complete so that I could fully understand your tax situation.
You will be able to submit additional documents using either Google Drive or DropBox, if you have an account with either one. Alternatively, or if there are just a few documents to submit, you will be able to email them in an encrypted format. And lastly, you can submit documents without encryption using your secure Proton email account. Detailed instructions will be provided with the Engagement Letter.
To maintain confidentiality of your information, I do not keep paper files for my clients. Immediately after receiving documents in electronic format, I save them off-line in a BitLocker encrypted storage deviceand permanently delete them from on-line storage.
Only I have access to your information.
My goal is to ensure that your tax information stays confidential at all times, you pay the least amount of legally required income tax, and receive all the benefits you are entitled to.