My undergraduate accounting degree is from the University of Florida in Gainesville, Florida. My doctoral degree in accounting is from the University of Pittsburgh in Pittsburgh, Pennsylvania.
After completing my undergraduate studies I joined one of the Big Four international accounting firms. I worked in the firm’s tax consulting department for several years, first in the U.S. and later in Tokyo, Japan, where I provided tax consulting services to U.S. expatriates working in the Far East. Subsequently, after returning to the U.S., I worked at a multi-national financial services firm for several years, and later started my own tax and accounting practice, serving individual and small business clients.
During my tax and accounting career of 20+ years I have lived in half a dozen countries in North America, Latin America, and the Far East. With this international experience I have acquired expertise in working with internationally-minded clients, as well as domestic-oriented clients, in helping them manage their tax affairs.
In 2006 I sold my tax and accounting practice, and a year later went back to school to pursue doctoral studies at the University of Pittsburgh. Upon completing my doctoral degree in 2012 I accepted a position as university professor at the Calgary campus of the University of Lethbridge in Alberta. Currently I teach tax and accounting courses at the university while also providing tax consulting services to individual and small business clients.
*Although I am a member of CPA Ontario, I do not promote myself or hold myself out as a CPA to Canadian prospects and clients. Rather, I promote myself and hold myself out as a non-CPA tax specialist. The main reason is that as a non-CPA I have more freedom to serve clients across Canada, without having to meet onerous qualification requirements imposed by some provincial CPA bodies for the practice of tax. For example, while CPA Ontario does not require its members to obtain a special license for the practice of tax, some of the other provincial bodies require a minimum of two years’ experience working at a Canadian accounting firm in order to obtain a specific license to practice tax. I do not have such experience at a Canadian CPA firm, but I do have a wealth of tax practice experience at a U.S. CPA firm and more recently by providing tax consulting services as a Canadian tax specialist. I believe that I do not need to make the significant time investment of two years at a Canadian CPA firm in order to deliver top quality tax consulting services. Hence my decision to simply offer my services as a non-CPA tax specialist to my Canadian clients and prospects.
For new clients who wish to have an initial consultation, I offer a free 30-minute consultation by video or telephone call. For more details contact me through my email address shown on this web page.
Do not hesitate to contact me if you have any questions about my services or anything else you read about on this web site.