Was responsible for preparation of Notice to Reader financial statements using Caseware and Taxprep accounting software, preparing corporate and personal tax returns. Worked with clients to prepare GST returns and T5 documents, ensuring tax minimization for both corporate and personal clients. Helped clients with communication to Canada Revenue Agency (CRA) and drafted pre-assessment responses and audits, organizing and assembling documents for submission.⮚ Helped guide a client to qualify for disability tax credit and utilized spousal income splitting which resulted in $10,000 being refunded to client, previously withheld⮚ Helped client to update corporate tax information, resulting in client reducing tax obligation from $40,000 to $20,000. ⮚ Researched GST tax legislation for client, resulting in $0 GST obligation on property sale saving client $17,500.⮚ Filed client’s corporate taxes in a timely manner by establishing effective communication with “hard to reach” client that habitually filed corporate taxes late, avoiding repeat of late penalties that had been paid in previous year due to lack timely tax filing.

Prepared personal tax returns for clients using Profile accounting software. Utilized Caseware to perform review of Not for Profit Organizations (NPO) audits. Drafted responses and organized information for client CRA audits. Reviewed client tax situation and researched and discussed the most beneficial taxation approach to be utilized. ⮚ Helped client who had a child with developmental disabilities with CRA appeal resulting in $40,000 of medical expenses being accepted as valid deductions by CRA and tax savings of $10,000. ⮚ NPO Audits – discovered unauthorized transactions totaling $6,000⮚ Prepared GST reports for quarterly and annual submissions helping clients avoid late filing penalties⮚ Organized, summarized and reported 20 years of corporate taxes resulting in a tax obligation of $0, by sorting and cataloging hard copy transaction records and personal records⮚ 100% success rate in winning CRA appeals for clients, researching case law and various tax legislation, and making current application of previous court rulings to the client situation

Responsible for meeting with clients who both wanted to sell and buy businesses. Facilitated communication between buyer and seller to negotiate an agreement of purchase. Guided the process of valuation, marketing and sale of businesses, inclusive of communication with landlords and lawyers. ⮚ Assisted clients with assessing market values and drafted business sale valuations that were never off final sale price by more than $15,000. ⮚ Analyzed, valuated and negotiated critical business purchase agreements for several clients that led to the completion of business purchase transaction for both buyer and seller. Several transactions over $250,000 completed successfully. ⮚ Helped develop a targeted business and growth plan for a client, which resulting in revenues increasing from $630,000 to $1,200,000 in first year of new ownership. ⮚ Managed due diligence process: managed information and parties involved to finalize sale of business, inclusive of closing document preparation and removal of conditions in 6 weeks or less