
Our Vision
My vision is to create a trusted space where professional accounting services and community values meet. I aspire to be recognized not only as a CPA who provides accurate and timely financial support, but also as a mentor and community builder — someone who uplifts businesses, supports families, and inspires the next generation of accountants to succeed with balance and confidence.
Our Mission
My mission is to simplify accounting and tax complexities for individuals, corporations, and small businesses while empowering future CPAs through personalized mentorship. I strive to deliver reliable, tailored financial solutions with integrity, professionalism, and care, helping my clients focus on growth and peace of mind.



Tax Return Preparation Process
Workflow
1. Client Intake Form
Please complete and return the attached Client Intake Form. This is essential for collecting the required personal and financial information to prepare your authorization form. Please review tax checklist to collect all necessary information for claiming deductions and credits.
2. Authorization with CRA
Once I receive your completed intake form, I will prepare an Authorization Form (AUT-01), which allows me to represent you with the Canada Revenue Agency (CRA). This form is important as it enables me to speak with CRA on your behalf for any questions related to your return. Please review and sign this form when you receive it.
3. Tax Return Preparation
After receiving the necessary information, I will prepare your tax return and send it to you for review. Along with the return, I will include the invoice for my services.
4. Review & Questions
You are welcome to ask any questions during the review stage. Once you are satisfied with the return, please proceed with payment of the invoice.
5. Mandatory CRA Signature Form (T183)
Before I can electronically file your return, CRA requires a signed Form T183. This form authorizes me to e-file your tax return on your behalf. I will send this via Adobe Sign or email for your signature.
6. Final Submission
After receiving both the signed T183 form and payment, I will electronically file your return and send you a confirmation of submission for your records.
