We are a Toronto/Markham based accounting and tax firm. None of our accountants is a member of MDRT as we don’t sell insurance products or introduce financial services to our clients. Instead, we help our clients to get better tax efficiency. Our teams work diligently to obtain a deep understanding of what is important to our clients with the knowledge combined with motivated and talented professionals who collaborate with our clients to accelerate their advantage.
As a technology-driven accounting firm that provides financial and tax services, we ensure the possession of the newest and most stable platform of our own. Our client data is synced with Amazon AWS in real-time, we use CCH iFirm to manage all jobs, we are the official business partner with ADP and Intuit.
More importantly, instead of charging new clients hundreds of dollars for paid consulting services, our accountants have summarized all the commonly asked questions and came up with almost 100 blog articles to provide free answers and deep analysis of the taxation topics.
We have plentiful online resources to help our clients, including tutorials for how to use a cell phone to scan documents and how to sign on PDF, a secure upload portal if emails are not good enough for multiple and large attachments, the procedure to pay CRA taxes online, even using AnyDesk or Zoom to connect our clients’ computers remotely for direct assistance.
We are not a conventional accounting firm. We do not intend to become one.
Carol Ma, CPA, CMA
As the owner of JKtax Inc, Carol is a result-oriented tax professional with fourteen years of progressive experience who enjoys working with clients to solve their tax issues. Her experience has given her the skills to communicate complex tax issues to clients and the ability to deal effectively with staff at the Canada Revenue Agency (CRA) and other professionals to reach satisfactory outcomes that provide relief to clients’ tax problems.
Carol is the owner and co-founder at JKtax where she liaises and negotiates with CRA on behalf of clients. She conducts account investigations, challenges reassessment at the audit and objection stages, and guides clients through voluntary disclosure or an application of taxpayer relief, providing them with a resolution of their tax issues.
Before the establishment of JKtax, Carol held several positions with the CRA, providing solutions to clients on complex auditing and tax issues. Most recently she was an Appeals Officer as part of the Income Tax & Commodity Tax group. She identified tax issues in dispute, a determined basis of assessment and reasons of the objection, reviewed and analyzed tax accounts and tax planning strategies, and formulated plans and procedures to ensure resolution of tax disputes. Prior to this, Carol was a Special Enforcement Auditor in the Income Tax & Commodity Tax group, working with law enforcement agencies, such as the RCMP. Her first role with CRA was as a Tax Auditor, where she conducted federal and provincial income tax and commodity tax audits for corporations and individuals.
Lynn Liu, CPA, CA
Lynn graduated from the Rotman Research Institute University of Toronto and has 15+ years of experience in dealing with personal and enterprises accounting and taxes.
Linda Lin, Senior Tax Consultant
Linda is our hands-on accounting and tax expert. Came with extensive experience in a managing role at CA firms for more than 10 years, Linda brings her knowledge into individual tax optimizations as well as enterprise tax strategic plannings. With her solid accounting background, Linda promotes practical benefits to individuals and corporations by her efficient applications of financial analysis, profitability review, sustainable development, and risk management.
Allen Ma, MBA, CPA, CMA
With 20+ years in corporation accounting and taxes, Allen’s specialty as tax optimizations to medium-sized enterprises including non-profit organizations makes him an interim and featured CFO in many scenarios. He takes responsibility to oversee the capital structure of our corporate clients and to determine the best mix of debt, equity, and internal financial strategies.
Julia Zhang, MFM, CPA, CGA
With more than 10-year F&A teaching experience in universities, Julia masters the fundamentals and practice of international accounting standards. After her work for a large Canadian franchiser as an accounting controller for another 10 years, Julia brings her familiarities with IFRS and ASPE to our clients who are set to benefit from her strong corporate financial management and planning skills.
Daisy Li, Bookkeeper Teamlead
With her solid academic background as Bachelor Degree in Business Administration and Diploma of Accounting, Daily leads the bookkeeper team along with her familiarity of Canadian accounting practices to achieve efficient deliverables of bookkeeping, accounting, and reporting tasks.
Vivian Hua, Office Manager
Vivian comes to JKtax with her Master’s Degree in Science in Math from McGill University. With her professional customer service experience in Educations and Corporate Banking industries in China and North America, her start-up role as an office manager allows her to apply her logical, objective and analytical thinkings in the firm’s daily practice.
Dr. Sarah Li, Paralegal
A true entrepreneur at heart, Sarah transitioned from her doctoral degree in engineering and became one of the key members of JKtax. She is passionate about helping our business build strong legal foundations by providing pragmatic and effective legal advice, enabling us and our clients to grow while avoiding common legal pitfalls.
Vivian Wu, VP, Marketing
With a significant amount of tax knowledge, Vivian plans and executes various marketing initiatives through appropriate channels to promote and protect the JKtax branding.
Danny Chen, Director & COO
Danny is our all-around Chief Operation Officer who manages all schedules and processes to keep the firm running smoothly on a daily basis. With his start-off tasks to design and implement business strategies for JKtax’ sustainable development, he sets comprehensive goals for performance and growth, establishes policies that promote company culture and vision, oversees daily operations of the company and the work of all accountants, leads employees and sub-contractors to encourage maximum performance and dedication, and evaluates performance by analyzing and interpreting data and metrics. By the way, you are looking at the website he created 🙂