I work directly with BC small business owners — providing clear, proactive tax and consulting advice tailored to businesses that value a personal, year-round relationship with their CPA.
"My goal is simple: to be the CPA I would have wanted when I was starting out — someone available, proactive, and genuinely invested in your success."
I'm a Chartered Professional Accountant based in British Columbia, and I work with small business owners — incorporated professionals, holding companies, and growing firms who want a CPA that is engaged with their business throughout the year, not just at filing time.
My background spans corporate tax, CFO/Controller-level fractional consulting, and AI-enhanced business operations. That means I can help you not only meet your compliance obligations, but understand your numbers, plan strategically, and build toward your long-term financial goals.
Simplicity Tax is designed for businesses with streamlined transaction volumes — where cloud-based accounting tools and AI-assisted workflows let us focus our time together on the conversations that actually grow your business and protect your wealth.
Whether you need annual tax compliance or ongoing strategic support, every engagement includes direct CPA access and proactive communication.
Complete preparation and filing of T2 corporate returns, ensuring CRA compliance and maximizing every eligible deduction for your incorporated business.
Coordinated corporate and personal tax planning — including salary vs. dividend strategies — to optimize your total tax position as a business owner.
Proactive guidance throughout the year — not just at filing time. Consulting hours are included in every annual package so you can reach out when decisions arise.
I use modern AI tools to handle routine document processing and data entry — freeing up our time together for the strategic conversations that actually move your business forward.
Need help with budgeting, cash flow, financing, or financial reporting? I offer fractional controller services for small firms that need senior financial guidance without a full-time hire.
Starting fresh or switching CPAs? I'll help you establish proper accounting systems, clean up your records, and build a foundation that makes every future filing straightforward.
When you email or call, I'm the one who responds — because I know your file and your business personally. Every engagement is a direct relationship, from day one.
Every package includes scheduled quarterly check-ins and consulting hours. Your questions are welcome throughout the year — proactive communication is part of how I work.
I use cloud accounting platforms and AI tools to create an efficient monthly and year-end workflow — purpose-built for small businesses with focused transaction volumes.
My background includes controller-level financial management and business consulting. I help you build profitability, protect assets, and work toward your long-term financial goals. We will also periodically review your insurance and succession and estate planning to ensure your full financial picture is protected.
Every client gets my direct contact, quarterly reviews, and consulting hours included — not as an upsell, but as the standard.
Book a Professional ConsultationThree straightforward steps from first conversation to fully supported — with no obligation until you're ready.
We spend 30 minutes talking about your business, your current situation, and what you actually need. No sales pitch — just an honest conversation to see if we're a good fit.
I'll review your existing records, help you set up the right systems, and make sure everything is organized before we start. This is where we build the foundation.
Quarterly check-ins, proactive tax planning, and a CPA who is reachable when you need them.
Every package includes direct CPA access, quarterly check-ins, and consulting hours. Choose the level that fits your business today.
Ideal for incorporated businesses that are primarily tax-filing focused with minimal ongoing activity.
Perfect for owner-operators who want coordinated corporate and personal tax planning in one place.
Designed for professional corporations and small holding companies with light ongoing transaction needs.
* Pricing shown is a baseline example. Monthly fees may be adjusted up or down depending on the complexity and specific needs of each client’s situation. Contact us to discuss what works for you.
Short, useful articles on tax planning, business finances, and making the most of modern tools — written by a CPA who works with businesses like yours every day.
The first call is always free and always with me. No intake forms, no waiting. Just a straightforward conversation about where you are and where you want to be.
Book a Professional ConsultationUse the booking link to schedule a professional consultation at a time that works for you. No obligation, no pressure — just a straightforward conversation.
Book a Professional ConsultationSend an email or call — I respond personally, typically within one business day.