Who we are
We have combined our years of tax and accounting experience with IT savvy to help revolutionize Canadian taxation.
Centred around our leading worksheets, our proven solutions enhance the real-world practices of professionals. We help firms streamline their workflows, add greater value to their clients, and improve their bottom lines.
I'm a tax accountant with a knack for always finding a better way. I love a good challenge, and our clients provide that to me with requests for new templates they want included in the suite. Combining my tax experience with a "think outside the box" attitude, I seek to deliver exceptional products that surpass your expectations.
Jay specialized in tax at both a national and a mid-market accounting firm where he completed tax planning and compliance for individuals, trusts, and private corporations. In public practice, he also led the rebuild of many internal operations leading to significant efficiencies, time savings, and superior recoveries.
Jay has completed the In-depth tax courses, currently acts as the Vice President of the York District CPA Association, a member of the Canadian Tax Foundation Corporate Management Tax Conference Committee, and is an Executive with the Canadian Tax Foundation Young Practitioners Steering Committee.
Jay has spoken to CPA’s across the country in many forums such as the Canadian Tax Foundation, CPA Canada, CPA Ontario, AJAG, and other venues. Jay has also been invited to testify to the Standing Committee of Finance on Federal Budget consultations and invited to Parliament to provide recommendations on tax policy.
Jay is also the moderator of #Trending in Tax, a complimentary webinar series hosted by CPA Canada to keep advisors in public practice current on important tax issues. The series focuses on recent, relevant changes to tax legislation in order to enhance their awareness and knowledge of tax issues that impact their clients.
- Jan 2017 - Safe income: New risks for inter-corporate dividends
- Jun 2017 - Restrictions to the small business deduction
- Aug 2017 - FMV and You
- Sep 2017 - Proposals targeting private corporations
- Oct 2017 - CCPC tax planning
- Dec 2017 - An update on proposals targeting private corporations
- Feb 2018 - Sprinkle no more?
I bring extensive information technology, accounting, and tax expertise to my projects, and build solutions to address the complex process and reporting needs of our clients. I seek to support operational efficiency and professional excellence by offering premier solutions to meet their specific challenges. I believe the little things matter, and always strive for excellence. In my spare time, I enjoy spending time with my wife and daughter, watching documentaries, and photography.