For clients and their professional advisors

Additional tax expertise to complement existing client relationships

 

Clients have needs that are wide ranging and complex, and skilled professionals are in high demand. I do not accept ongoing year end financial statement and tax filing engagements and can be retained for various tax and estate planning projects on a one-off basis by clients or advisors when such help is needed. 

I started my public accounting career in a "big 4" accounting firm in 2003. Since then, I've worked for several years in the taxation of owner-managed corporations, personal tax, and trust and estate taxation. I completed the CPA Canada In-depth tax course in 2011, the In-depth corporate reorganizations course in 2016, graduated with the Gerald W. Owen Book Prize for the top marks in Canada from the STEP Canada diploma program in 2017, and completed the CPA Canada In-depth tax for owner-managed businesses course in 2018. I am a member of the Society of Trust and Estate Practitioners (STEP) Canada Education Committee, belong to the Canadian Tax Foundation and pride myself on staying current with respect to our ever-changing tax laws. 

If you feel your practice could benefit from some additional tax expertise, I would be happy to hear from you!

Meghan Davis, CPA, CA, TEP

Meghan Davis, CPA, CA, TEP