Calvin Tan Email & Phone Number

Windsor, ON, CA

• Manage US expatriate tax filings as final reviewer and signer of US individual returns and Canadian personal returns, including providing relevant and practical tax advice as well as taking appropriate tax filing.
• Lead consultations with various potential clients to identify and discuss Canadian tax issues that affect their business, particularly regarding income tax, payroll, and GST/HST.
• Review various tax filings (including Canadian corporate tax returns) and discuss them as well as tax planning opportunities with clients to ensure client satisfaction. Sign off on simple to medium complexity filings.
• Manage execution of various reorganizations, including technical research, filing of various elections, and preparation and/or review of instruction memo and legal documents to ensure reorganization goes to plan.
• Train accounting staff and seniors in identifying and addressing various tax issues for referral to the tax group as well as teaching best practices to improve file efficiency.
• Represent clients with Canada Revenue Agency in respect to tax audits and voluntary disclosure applications and consistently obtained favourable results on closing.

Windsor, ON, CA

Calgary, Alberta, CA

Engage in a variety of Canadian tax compliance projects for multinational and public entities including T2 Corporate returns, T3 Trust returns, T5013 Partnership returns/slips, foreign reporting filings (T106/T1134/T1135) and voluntary disclosures. In addition, I have assisted clients with CRA tax audits regarding both personal tax and corporate.

Toronto, ON, CA

Liaised directly with clients as the main point of contact to obtain missing information to ensure that deliverables are correctly prepared as well as properly manage client expectations.Coordinated with audit colleagues regarding issues identified in tax provision audit engagements. Complete tax provision audit documentation and tax specialist memos to.

Toronto, ON, CA

Prepare Canadian and US personal tax and various information returns for our clients' expatriate population to ensure compliance with tax obligationsPrepare tax equalization/protection calculations to determine an assignee's stay-at-home tax liability to ensure that their tax burden is unaffected by their international assignment.Prepare responses to.

Toronto, Ontario, CA

Course: Introductory Cost AccountingInvigilated and graded midterms and final examsHeld office hours for accounting students to explain managerial accounting concepts and to assist with practice questions and to review midterm results

Master Of Taxation, Taxation

Bachelor Of Business Administration (B.B.A.), Management

Ontario Secondary School Diploma