Canadian Tax Preparation Services
Exceptional Service Since 1991
Since 1991, Annette has provided exceptional service to several generations of clients and referrals.
Almost 20 years of work in the financial services industry provides the basis for her passion for preparing
tax returns. What began as being knowledgeable about the taxation of investment income became a
lifelong passion for her work. She loves what she does and does what she loves! And it shows!
Annually, she serves almost 500 clients from many different walks of life - that includes widows, investors,
growing families, seniors, university students, truck drivers, ministers, the self-employed and commission
-based taxpayers, and many more! Accuracy is very important and a 1% error or omission rate is proof
that Annette and her team of administrators are committed to it!
She is known for bullet-proofing tax returns. Education of her clients is very important to her, so she
teaches Tax Class to groups of taxpayers and A Fresh Start Workshop to the self-employed. An annual
newsletter brings clients up-to-date on changes in legislation that affect tax returns.
Face-to-face exploratory meetings give her the opportunity to know her clients! She does not accept bags or boxes of receipts more than once. Instead, she takes the opportunity to sort through documents with new clients and each year provides them with folders and a tax filing check list. That gives them the tools
they need to realize the best possible tax return results.
The Team of Adele and Joan work diligently and provides the support needed to run a very
successful tax practice!
Annette works year-round, helping new and existing clients resolve tax issues and preparing late-filed returns. She enjoys the slower pace of the "off season" when she updates her knowledge and tax education, travels and spends time with friends and family. Then, she unapologetically looks forward to tax time every year.