As a professional services firm, we strive to deliver service on a more personal level, building long-term relationships with clients. We know that dealing with taxes can be stressful. Inspiring confidence, and giving clients peace of mind are our objectives. The greatest compliment has been when clients come back or refer others to us.
Martha has over 25 years of experience working with clients based in Canada and the US providing tax consulting and related business advisory services. A long-term client once commented that Martha was bilingual in tax as she could speak both Canadian and US. She understands how the two tax regimes can work effectively together and how they work from both a domestic and foreign perspective. Martha is an excellent communicator and can break difficult concepts down and explain them in a clear manner. Prior to setting up her own firm, Martha was Tax Director at a local accounting firm, where she led the tax group and was a key technical resource to the assurance group and their clients.
Nathalie is a bilingual licensed accountant with over 18 years of experience in public practice. She specializes in providing accounting and taxation services to mid-sized owner-managed businesses in a wide range of industries. She believes that delivering exceptional client service is the foundation of being a trusted advisor. For the past decade, Nathalie has worked extensively with healthcare practitioners. She has a clear understanding of the issues that professionals face and can provide them with strategic advice. Nathalie's experience also includes conducting and directing audits and review engagements. Nathalie operates her practice alongside Martha.
Ann has expertise preparing Canadian and US tax returns for personal and corporate clients. She works closely with clients and is a good resource for them, responding to their questions. The varied experiences she gained, through working or volunteering in the community are often drawn upon. Prior to joining the firm, she contracted for several years with a local accounting firm. Previously she had worked in the private sector and she started her career with an international public accounting firm.
Ann Marie supports the preparation and delivery of Canadian and US Tax returns for individuals. She is also responsible for many day-to-day administrative tasks in the office. Prior to joining the firm Ann Marie had a broad career. She advised clients on the development of their Global Relocation programs, and worked for a multinational organization, where she managed and supported end to end global international assignments for employees and their families worldwide. Ann Marie has developed expertise in process improvement, compensation, policies and program development.
Jessica recently completed her Bachelor of Commerce at Carleton University. Prior to joining the firm, she gained experience working as a bookkeeper and in accounts payable as part of her university co-operative education program. She prepares Canadian and US personal tax returns, responds to government requests for information and provides bookeeping and related services to clients. She is the go-to person for many day-to day administrative tasks in the office, as well as taking care of the payroll, HST returns, and bookkeeping services for the firm.