Who we are
Meghan Davis, CPA, CA, TEP, CFP, RFP
In November of 2018, Meghan founded Estate Tax Services
Professional Corporation, a boutique accounting firm to cater
to the unique accounting and tax needs of trustees and
executors. She is a member of the Chartered Professional
Accountants of Ontario, and earned her Trust and Estate
Practitioner (TEP) designation in 2017 from STEP Canada. She is a Certified Financial Planner (CFP)
and Registered Financial Planner and offers Financial and Estate Plans to customers
on a fixed price basis. Prior to starting her own firm, Meghan
worked in the tax practices of both local and international
firms, and has earned a reputation for providing high quality
tax advice in an easygoing and approachable manner.
