About David
Everyone's economic and life situation is unique, and I keep that in mind when providing tax advice. I believe that personalized service and integrity are essential to providing unbiased advice. As a professional accountant since 2004, I am bound by a fiduciary duty to act in the best interest of the clients that I serve. Income tax is the largest expense for most people in Canada, my goal is to share with you advanced strategies to legally put more money back into your pocket. This is why I have developed a client base in Canada, China and the United States.
I invite you to read my blogs and success stories for tax planning ideas and examples of how some of my clients have benefited from my professional services. I strive to develop a life long relationship with all of my clients - I want to be your personal tax advisor for life!
In my spare time I enjoy volunteering and getting involved in my community. I was a board member with Big Brother Big Sisters of York and has been on the City of Markham's Gala for Giving committee. In the past I have hosted tax planning seminars on various topics ranging from tax efficient investing and estate planning. If you have a tax topic that you would like me to write about please send me a message. I look forward to engaging with you!
Fields of Expertise:
Medical Professionals
Real Estate Investors
Non Residents
Small Business Owners
People with Disabilities
Retirees
Focusing on the following areas:
Corporate Tax Planning
Family Tax Minimization
Non Resident Tax Consulting
Real Estate Tax Consulting
Disability Tax Credit & Planning
Owner Compensation
Personal & Business Tax Preparation
HST, T4 and T5 Tax filings
Death of Tax Payer & Final Tax Return
Incorporation Services
Estate Planning
Tax Deductible Mortgage Strategy