Master Tax Specialist
CurrentTaking a look at a clients life through tax is a serious endeavour that accomplishes a lot in a short amount of time. It helps plan, project, reflect, and prepare. Preparing tax returns for the general public means I get to meet a lot of fantastic people. Being a senior preparer means I also get to mentor the new associates as they struggle to piece together all the parts of the tax system into one final result that is weighted in the clients favour. I have knowledge and experience in preparing T1, T3, 5013-g, 5013-r, 5013-s1, RC151C as the basics along with estate and testamentary trust returns, and rights and things. I have experience with client Management, Client Retention, Audit Assistance, Clerical Duties, Knowledge of Appeal Procedures, Business Taxes, Capital Gains, Deceased Taxpayers, Employment Expenses, Inter Vivos Trust, Investment Tax, Investment Topics, Newcomers to Canada, Rental Income, Canadian Residency Proviencial Ontario Taxes, Tax Credits, and Foreign Tax Credits, family tax planning, reducing burden of tax to the lowest legal liable and tax training and mentoring. I am proficient in TaxPro Software including Intuit Profile, CIS, DtMax, Studio Tax, Quick Books, Neat, Wave, Simply Accounting, Sage Accounting. I also have proficiencies in Microsoft Office, word, excel, powerpoint, database, Libra Office, Oracle Open Office, windows and mac operating systems. I have the ability to adapt to industry software as needed as I have the standard working knowledge of computer systems and tax, and accounting.