He is a former long-tenured staff member of the Canada Revenue Agency (CRA) where he gained significant tax experience working in senior roles across many departments, including:

  • audit
  • collections
  • investigations
  • appeals

James brings his outstanding technical knowledge, negotiation skills, and deep understanding of the CRA processes and mindset to be an effective advocate for individuals and businesses with tax problems.

Select client experience

James’ experience at CRA enable him to develop strategies that help his clients with tax issues, including:

  • working in collections enables him to negotiate and develop strategies that release assets for clients while developing longer-term plans to resolve their tax issues
  • having worked with taxpayers who were disputing tax reassessments enables him to prepare thorough cases for his clients
  • audited companies and individuals to ensure they were fully compliant with tax laws ensures he knows the issues that may be uncovered in clients’ audits leveraging the business intelligence gained from focusing on tax avoidance, he has the skills to detect issues in clients’ files that may attract CRA attention
  • supports accountants, legal professionals, mortgage brokers, and other financial professionals, helping their clients solve their tax problems

Of interest...

  • frequent speaker at Knowledge Bureau events
  • contributed to national newspaper articles
  • quoted as a tax expert
  • appeared on radio call-in shows to answer tax-related questions

Connect with me

Areas of expertise

Insights

Education & qualifications

  • Bachelor of Commerce, Accounting, Dalhousie University (1991)

Affiliations & recognitions

  • Canada Revenue Agency – Appeals Division, Award of Excellence winner (2003)
  • Faculty, Knowledge Bureau