Chartered Professional Accountant
Hi! I'm Julia
Your Partner in Strategy, Tax, and GrowthMy Professional Foundation
With over seven years in public accounting and three and a half years as a Manager across small and mid-sized firms, I’ve seen firsthand how the right advice can change a client’s trajectory. In addition to my CPA designation, I hold my CPA Canada In-Depth Tax certification, a rigorous, three-year program recognized as the gold standard for tax specialization in Canada. This deep technical background allows me to look beyond the basic forms to identify tax-saving opportunities and guide you toward the best possible outcomes for your specific situation.My "Quality Over Quantity" Philosophy
I believe quality work requires space and intention. To ensure I can put my best foot forward for every individual I work with, I intentionally limit my client list. This "quality over quantity" approach allows me to maintain a 24-hour communication standard and act as a true year round partner, not just a seasonal tax preparer.Life & Inspiration
I’m a firm believer that we do our best work when we are grounded and inspired. Outside the office, I’m a lover of life in all its forms. You’ll usually find me staying active with light yoga & exercise, out for walks in nature, or lost in a book about mindfulness and intentional living. Most importantly, I cherish quality time with my husband (and best friend), our friends & family, and our toy poodle, Bear, whom we are admittedly obsessed with!
Numbers don’t exist in isolation. They are deeply connected to your decisions, your peace of mind, and your future.I’m here to ensure the boxes are checked, the strategy is sound, and you have total clarity over your tax position.
What to expect
I’m not just here to help you file your taxes.
My goal is a long-term partnership where I understand your history and help you plan for the future. I’m your year-round resource for clarity and strategy.I keep you 100% compliant so you can stay 100% confident.
I handle the complexity of tax compliance and the CRA communication so you can focus on your life.I care about your emotional clarity as much as your financial accuracy.
My value is measured by your peace of mind, not just the numbers on the page.I pair high-level expertise with a strategy that actually fits your reality.
Whether we are looking at your corporation or your personal filings, I provide a "CPA lens" that is tailored to your specific goals.I translate complicated tax language into plain English and actionable steps.
You deserve to understand your own finances. I strip away the jargon so you can make decisions with total clarity.
THE PERSONAL TAX ESSENTIAL PACKAGE
Professional accuracy and year-round advocacy for your personal filing.
Whether you are a T4 professional or a growing investor, I provide a seamless, digital first experience that ensures you are CRA compliant and your credits and deductions are maximized.Comprehensive T1 Filing
Optimized for your specific life stage and goals.Standard CRA Inquiry Support
I handle the routine processing reviews and information requests that the CRA sends to verify your credits and deductions.Year-Round Support
A dedicated line for your tax questions as your life and finances evolve.Proactive Planning
Proactive year-round guidance on RRSP, TFSA, and FHSA optimization to ensure your investments are always aligned for the best tax outcome.
STARTING AT $300
THE CORPORATE TAX ESSENTIAL PACKAGE
Everything your business needs to stay tax compliant and optimized.
Your corporation is a separate legal entity that requires specialized care. I provide the technical rigor required to stay compliant while helping you keep more of what you earn.Everything included The Personal Tax Essential Package plus:Integrated T1 and T2 Filing
One synchronized strategy for your business and personal returns, including annual remuneration optimizationGST/HST & Payroll Compliance Support
Professional guidance on payroll and GST/HST throughout the year.Corporate CRA Correspondence Management
I handle any routine CRA processing reviews and information requests related to corporate income tax, GST/HST, and payroll filings.
STARTING AT $2,000
THE SPECIALIZED ENGAGEMENTS ADD-ON
Dedicated advocacy and expert guidance for life’s complex tax moments.
Beyond the essentials, I offer dedicated planning and CRA resolution for those seeking a dedicated tax partner. I am here to navigate the complex so you can move forward with confidence.Incorporation Advisory
Strategic guidance on the transition from sole proprietorship to corporation.CRA Audit & Representation
Professional advocacy for formal audits, reassessments, and Notice of Objection filings.Specialized Resolution Projects
Targeted support for complex administrative issues, including penalty waiver requests.
CUSTOM PROJECT-BASED PRICING
Have a general question?
For media inquiries, general questions, or non-tax related matters, please reach out via the form below.