CPA | CA
University of Toronto, BBA (with Distinction)
Trinity has more than 11 years of US and Canadian tax experience. She started her professional tax career with the largest real estate company in Canada, and later joined one of the top seven accounting firms to provide Canada and US crossborder tax services. Trinity has a deep working knowledge of crossborder tax in a wide variety of industries, including real estate, manufacturing, and construction. Her experience includes crossborder Expatriation and Departure tax, US Section 951A GILTI and 965 Transition Tax reporting, Canadian Foreign Affiliates reporting, Gift tax, and tax planning and compliance for individuals, corporations, partnerships, trusts, and estates.
CPA | CGA | EA
Mount Saint Vincent University, BBA
Canadian In-depth Tax Course, Level I & II
Sharon has almost 20 years of experience providing U.S. and Canadian income tax compliance and consulting services to individuals, trusts/estates and corporations. Sharon focuses on individual taxes, payroll and equity compensation related to international employment related assignments. She also has in-depth knowledge in tax planning and compliance for US citizens residing in Canada, U.S. FIRPTA, and Sec 116 withholding obligations, IRS and CRA voluntary disclosures, taxpayer relief, and other amnesty programs
MBA | CPA (NH)
Concordia University, MBA
Ming has over 8 years of experience in crossborder taxation and has served individual and corporate clients in Canadian as well as US Federal and State tax planning and compliance, CRA and IRS resolution of notices, US Streamlined Foreign Offshore procedures, and US FinCEN and FATCA obligations. Ming also has extensive international tax experience in jurisdictions such as Hong Kong, Australia, and China. Prior to Ming’s focus on international and US-Canada crossborder taxation, Ming spent 8 years as a financial and tax analyst working in primarily the manufacturing industry. Ming’s client-centric approach, management, and organizational skills ensures filing obligations are met timely and accurately.
CPA | CGA | CPA (GU)
York University, BAS, Specialized Honours, Accounting
Canadian In-depth Tax Course, Level I
Canadian In-depth GST/HST Course
Sisi has several years of experience providing Canadian income tax and consulting services to individuals, trusts/estates and corporations. Sisi has assisted clients with CRA voluntary disclosures, objections, taxpayer relief and the preparation of tax provisions. Prior to Sisi’s focus on international and US-Canada crossborder taxation, Sisi has spent ten years in accounting and tax role working primarily in construction industry and smaller accounting firms. Sisi is passionate about client service and tax education. She applies her tax technical knowledge to ensure that clients’ compliance needs are properly served.
Boston University School of Management, BSBA Accounting and Finance
Olivia began her career in Boston working in audit at a Big Four and subsequently moved on to the Financial Services Industry (FSI) Tax Practice, where she focused on the taxation of regulated investment companies. After moving to Canada, she shifted her focus to US and Canadian crossborder taxation and has served clients on a range of tax compliance and planning matters, IRS Streamlined Filing Compliance, Canadian S216 reporting, IRA-to-RRSP planning, and addressing CRA and IRS notices and reviews.
CPA (in progress)
York University, B. Arts (Economics)
Centennial College, Diploma of Business (Accounting)
Daisy’s experience spans over 12 years. She has assisted clients with both Canadian and US individual and corporate tax compliance, including US Streamlined Filing compliance, application of the Canada-US tax treaty, US FinCEN and FATCA compliance, and tax resolution with the IRS and CRA. Prior to joining the Company, Daisy spent over 10 years at a multi-disciplinary immigration and accounting firm where she assisted clients, mostly newcomers and nonresidents of Canada, with both full-cycle accounting and Canadian tax compliance. She has also assisted in reporting for Canadian business set-up and liquidations.
McMaster University B.A. (Economics)
Brock University – Business Admin (Accounting)
With over 20 years of accounting experience working for local CA firms Ruta has wide knowledge and accounting experience performing Review and Notice to Reader engagements, personal and corporate tax compliance as well as trust and estate tax filings. Her client work has encompassed work in a wide spectrum of industries including private investment firms, real estate, consulting, personal service and construction. Her additional experience includes owner/manager renumeration, payroll and HST/GST tax compliance.
Madras University, Bachelor of Commerce
Certified CPA (CO)
Aparna is a certified CPA with the Colorado State Board of Accountancy and a Chartered Accountant from the Institute of Chartered Accountants of India. She has wide industry experience in accounting and finance having worked in the petrochemicals and consumer product Industry in India and in the education and service sector in the UAE. She also is an audit alumni of one of the Big 4 in Canada.
Cecilia is a seasoned office administrator with over 30 years in the accounting and tax industry. She has worked at one Canada’s Big Seven accounting firms. Currently, Cecilia continues to leverage her industry knowledge and experience as well as her high energy, friendly personality, and commitment to excellence to deliver outstanding service to clients.
Nathan focuses on IT and Data Security Management for the Company. He ensures that the Company’s network systems are secure and that client data is protected. An energetic and enthusiastic individual, he constantly seeks to improve the Company’s technology solutions and applications to ensure that we remain competitive in the current digital environment and to serve our clients better.
Where to find us
4-209 Speers Road
Oakville, ON, L6K 0H5
Meetings are by appointment only.
Phone: +1 855 640 1730
Fax: +1 855 662 1232