I offer a fully virtual tax preparation service for clients across British Columbia. We can meet through Microsoft Teams, phone, or email, and documents can be securely uploaded through the client portal. Once I'm authorized to represent you, I can also retrieve many of the tax slips and other information CRA already has on file, saving you some of the hassle of tracking everything down yourself.

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My practice focuses on: 

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• Personal T1 Tax Returns and related schedules

• Real Estate & Rental Property Taxation

• Debt Conversion Tax Planning, including the Smith Manoeuvre™

• Self-Made Pension Planning

• General Personal Tax Planning

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I offer discounts for health care professionals, students, persons with disabilities, and low-income clients. If this applies to you, just let me know during onboarding.

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Credentials & Background:

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• Registered CRA EFILE Tax Preparer and Authorized Representative

• Bachelor of Science in Nursing (BScN), University of Victoria

• Completed core Financial Accounting and Taxation courses at Camosun College

• Advanced T1 Personal Tax Training through the Canadian Tax Academy (CTA)

• Corporate and Trust Taxation Training through the Canadian Tax Academy (CTA)

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I want to be the kind of tax preparer who helps people get their taxes right, not a tax mill focused on pushing through as many returns as possible. My practice is intentionally small, and I limit the number of clients I take on each year so I can provide careful, personalized service. When you work with me, you're not just another return in a queue. You get my attention.

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Taxes are something I genuinely enjoy. To me, each return is a bit like a puzzle: understanding the full picture, identifying opportunities, and thinking ahead to the next tax year. My goal isn't just to prepare an accurate return. I want clients to better understand their tax situation and make informed decisions that can reduce taxes and support their long-term financial goals.

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Although I continue to work part-time as a Registered Nurse, my tax practice remains active and accessible throughout the year. If you're considering a major decision with tax implications, I encourage you to reach out before acting so we can discuss the potential tax consequences.

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Good tax planning doesn't start and end in April. I'm here throughout the year to help you understand your options and make informed decisions before you act.

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