About

Professional Designations:

Canada: Chartered Professional Accountant (CPA, CA, Ontario)
U.S.A.: Certified Public Accountant (CPA, Florida)

Education:

B.S. in Accounting, University of Florida, Gainesville, Florida.

Ph.D. in Accounting, University of Pittsburgh, Pittsburgh, Pennsylvania.

Professional Experience:

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 over 25 years, I have lived in half a dozen countries spanning North America, Latin America, and the Far East, acquiring expertise in working with tax issues faced by internationally-oriented clients.

Several years ago I sold my tax and accounting practice and a year later went back to school to pursue doctoral studies at the University of Pittsburgh. After completing my doctoral degree, 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.

Footnote Regarding Canadian CPA Designation:

Although I am a member of CPA Ontario, I do not hold myself out as a CPA to Canadian prospects and clients. Rather, I promote myself as a non-CPA tax specialist. The main reason for this is that some Canadian provincial CPA bodies have onerous qualification requirements for the practice of tax, specifically, requiring two years’ experience working for a Canadian firm. While I do not have two years’ of experience working at a Canadian CPA firm, I do have a wealth of tax practice experience working for a U.S. CPA firm, in the U.S. and internationally, and providing tax consulting services as a sole proprietor tax specialist in Canada.

Hence, realistically and practically, it is not necessary for me to make the significant time investment of working at a Canadian CPA firm for two years in order to deliver top quality tax consulting services to my Canadian clients. 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, we can meet in a video conference call. The fee for this initial consultation is billed at my hourly rate with a one-hour minimum, and I give you a credit of one-half of this initial fee for any follow-up work that you ask of me. 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.