Lynette G. Email & Phone Number

Markham, Ontario

Markham, Ontario, Canada

Thornhill, Ontario

- Use Caseware working papers and Profile to complete a working papers and the T2 return for audit, review and notice to reader engagements from start to finish.- Worked on a number of different engagements including several first year audit and review files, compliance audits and investments corporation compilations and tax returns.- Managed small groups by contacting clients for information, preparing personal tax planners and reviewing NTRs and T2s prepared by junior staff members- Created T4 and T5 slips based on management bonus and salary determined in the corporate return.- Using the T3 statement of trust deed and monthly investment statements prepared T3 working paper files and T3 returns.- Prepared personal tax returns for clients and contacted clients to discuss missing information that would reduce their amount payable.- Responded to HST audits, pre-assessment and post-assessment reviews.- Strong ability to identify and correct bookkeeping errors, developed by reviewing client files onsite and filing HST, WSIB and EHT returns using Quickbooks and the CRA Netfile.

Burlington, Ontario

- This role was through the UFT internship program - Prepared bond yield and interest rate tables using Excel and data from 2002 to 2012 - Conducted research using Bloomberg software and Stats Canada to gather case specific information for valuations. - Developed presentation templates - Researched and summarized industries’ trends and factors for company’s valuation reports.