Website Call now
Website
Call

Empowering You with Personalized Tax and Accounting Solutions

Welcome to our tax and accounting firm, where we provide personalized advice and solutions based on many years of solid experience and education. As an independent boutique firm, we understand that each situation has a unique set of variables, and we offer tailor-made solutions to meet your specific needs. We take a proactive approach to anticipate changes in your personal life and the tax laws, helping you navigate through the maze of financial and tax planning opportunities. We recognize that financial and tax issues can be stressful, and we are here to help you every step of the way.

Our Team

Our team is led by Barbara D. Elkin, LL.M. (Tax), CPA, CA, CPA (Illinois), TEP, a Professional Chartered Accountant with a Master of Laws (LLM) degree in Tax. Barbara acts as an advisor to owner-managed businesses and professionals, providing expertise in personal and corporate tax planning, corporate reorganizations, trust and estate planning, and U.S. taxation issues. She also provides general accounting and business advisory services to her clients. Barbara enjoys the challenge of complex tax structures and maintains knowledge of current developments. She is often consulted by lawyers and other chartered professional accountants on difficult taxation issues.

Adam Davies is a valued team member who completed his Bachelor of Commerce at Carleton University and is currently in the process of completing his CPA designation. Adam joined Barbara D. Elkin CA in 2014 primarily focusing on individual income tax and small business financial statement preparation. He enjoys interacting with clients and tackling new challenges.

Agnes Kidd is our executive administrator, handling the day-to-day operations of the office. She has been with the firm since it first opened and is an integral part of the team. Agnes is an avid reader and loves to travel.

Our Services

We offer a wide range of tax and accounting services, including:

Individual Tax Planning

We provide tax planning for individuals at various junctures in life, including marriage, retirement, estates, marital dissolution, and more. We act on your behalf in dealings with the Canada Revenue Agency and prepare personal tax returns. We also provide voluntary disclosures and preparation of complex tax returns.

Canada-U.S. Tax Planning

We provide tax planning for individuals and businesses with cross-border interests. We offer expertise in U.S. taxation issues and provide solutions for businesses and individuals with U.S. assets or income.

Corporate Tax Planning

We provide tax planning for corporations, including corporate reorganizations, mergers, and acquisitions. We provide solutions for businesses of all sizes, from start-ups to established corporations.

Estate Tax Planning

We provide tax planning for estates, including estate freezes, post-mortem planning, and wealth preservation strategies. We work closely with our clients to understand their financial goals and provide solutions to minimize taxes and preserve wealth.

Consultation Services

We provide consultation services for a wide range of financial and tax issues, including business start-ups, mergers and acquisitions, and general business advisory services.

Accounting Services

We provide accounting services for individuals and businesses, including financial statement preparation, bookkeeping, and payroll services.

At our firm, we believe that financial and tax issues can be complex and stressful. That's why we are here to help you navigate through the maze of financial and tax planning opportunities. We take a proactive approach to anticipate changes in your personal life and the tax laws, providing solutions that are tailor-made for you.

Reviews
Review Barbara Elkin Chartered Accountant CPA

Be the first to review Barbara Elkin Chartered Accountant CPA.

Write a Review