About Us

Allan is a tax accountant with over 30 years accounting and over 14 years taxation experience. A Dale Carnegie graduate, he has brought his passion for the education of small business owners to the many workshops, keynote addresses and seminars he has delivered since becoming self-employed. His ideas are the result of working with individuals, entrepreneurs and micro-business owners since 1988. Currently, he presents workshops and seminars to various Ontario based small business support organizations, including the Oxford Small Business Support Centre and the Saugeen Economic Development Corporation.

Allan is a member of The Association of Professional Accounting and Tax Consultants Inc., a not for profit association supporting self-employed accounting and tax professionals. He has been a Director since 1993, and is currently serving his third two-year term as President. He has worked on several important committees, including Seminars, Standards of Practice and Membership. He has participated in discussions with representatives of Canada Revenue Agency on tax policy, and has co-authored submissions to The Attorney General of Ontario and other bodies regarding amendments to Ontario's Public Accounting legislation. Allan has presented workshops to Association members on topics ranging from working paper preparation, Standards of Practice, protecting yourself from Errors and Omissions insurance claims and charges under the Third Party Civil Penalty provisions of the Federal Income Tax Act.

An integral part of Allan's business is the presentation of workshops, seminars, courses and educational CD's geared towards both those who are already in business and those considering starting a small business. Workshop topics include taxation and compliance, small business management issues, retirement planning and budgeting to achieve personal goals

Business Philosophy
Today's business, taxation and investment environment contains both opportunities and risks, in equal quantities. We want to assist our clients to build and maintain their business and financial assets, while reducing unnecessary exposure to risk. Our philosophy is defensive. We will recommend legitimate ways to produce income while reducing taxation. We will not recommend actions we believe can lead to Canada Revenue Agency audits, yielding disallowed claims and/or punitive interest and penalty assessments. Our workshops and seminars are geared to provide attendees with useful business and tax ideas and information they can confidently put to immediate use in their own busy lives.