My name is Marlene and my passion is people.
I am a tax specialist. Over 25 years of tax experience allows me to provide individuals and small businesses with excellent tax solutions. I believe each client matters.
My Story
I recall my journey in tax preparation that commenced over two and a half decades ago. At the time, the process was laborious as it entailed manual calculations and lacked the aid of technology. Despite the difficulties, I was fascinated by the outcomes for my clients, often pondering whether they would owe or receive a refund.
In the course of preparing tax returns, I encountered numerous challenges, particularly in deciphering manual tax forms and mastering the intricacies of taxable income and deductions. Nevertheless, I discovered my affinity for numbers and honed my skills in accuracy and attention to detail. I also found great fulfillment in building relationships with clients, fostering their trust, and serving them year after year.
As I gained experience, my client base grew, and I established strong bonds with both new and existing clients. This growth was not without its challenges, especially when I became a single mother seven years into my career and had to balance work and home life. However, the satisfaction I derived from helping clients and my passion for tax preparation kept me driven. I decided to further my education by enrolling in income tax courses to enhance my expertise.
Today, I am proud to state that my clientele has grown to over 200 individuals in the last decade. In recent times, my referral rate has significantly increased, and my clients remain loyal due to the prompt response times and error-free tax returns I provide. I have embraced technology, leveraged various tax resources, and maintained open communication with the CRA, including their audit and review department, to expand my knowledge and better serve my clients.
Through determination and perseverance, anything is achievable. The recent advancements in the industry through the use of authorized representatives has improved the level of service I offer my clients. I am deeply passionate about coaching and educating clients on tax matters and am determined to continue serving my clients for many years to come, grow my tax business, and impart my knowledge through teaching and facilitating tax courses.
I come from an extensive background of working with all kinds of people, from students, working families, self-employed individuals to seniors. This diverse clientele helps me be a better version of myself every day.
My passion lies in providing excellent service to each of my clients. I believe in honesty, integrity and making connections. Every day I make the choice to live with a good attitude and positive mindset that allows me to grow as a person.
My goal is to convey this philosophy to every client I meet.
FAQs
There are no business hours posted. On the contact page of the website, you will find my contact info. We can book an appointment that best suits both our schedules. My hours are very flexible. You can contact me via email, phone call, or text message at any time. I will reply at my earliest convenience.
On the contact page of the website, you will find my contact info.
You can contact me via email, phone call, or message through the website portal with your preferred time and date on the contact page with all your contact details. I would love to hear from you!
Other than what is listed under my services page, there are no other services at this time. My areas of expertise is personal & business taxes, audits, etc. If you are looking for services for mortgage, real estate, life and disability insurance here is a link to a trusted referral with over 20 years of experience.
I would love to hear from you!
Aurora, ON Canada
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