A third-generation accountant, I began my accounting career in the Tax Audit and Financial Administration department of the Ontario Ministry of Finance. Now, with over 30 plus years’ experience as a professional accountant, I strive to serve my business and personal clients as a trusted advisor that consistently delivers factual, practical, and comprehensive accounting and financial management services.
I provide personal and corporate tax preparation for individuals, estates, and small and medium sized businesses. With an active roster of over a thousand clients with varying needs, I endeavor to stay current on the changing tax benefits, legislation, and reporting requirements needed to meet their unique situations.
“My happiest moments are seeing my clients’ relief when I solve a problem that they didn’t believe could be solved. These are the moments that rekindle my passion for what I do.” – Women in Business Special Insert, The Kingston Whig-Standard, Nov. 26, 2016.
A strong believer in close collaborative approaches, I have assembled a strong team of administrative and quality bookkeeping services to better assist my clientele. Focusing in estate tax and filing I have developed an approach to aid executors navigate the ever-changing and already complicated estate tax filing process.
I am passionate about what I do. I am proud of the close knit community and longtime clientele I have established.
Community and family are very important to me. I take pride in giving back to the community where I live and have established my business. I have volunteered my services to various community charities and I have sat on numerous boards including the Kingston District Chamber of Commerce, Junior Achievement of Kingston, the Estate Planning Council of Eastern Ontario and the Kingston Economic Development Corporation.
My love for family, travel, and ancestral history keep me grounded. I cherish the time I get to spend with my beloved grandchildren.