SWC Accounting and Tax Services
Tax, bookkeeping, and financial planning for individuals and small businesses in Ottawa, Barrhaven, and across Ontario.
Led by a licensed CPA, with personal attention and plain-language advice.
Now accepting new clients for personal (T1) and corporate (T2) returns.
What I Offer
Tax & Compliance
Personal Tax (T1) — Filing for individuals, including self-employed, rental, and investment income.
Corporate Tax (T2) — Corporate returns for small businesses, from first-year filings to ongoing annual compliance.
Trust Tax (T3) — Trust return preparation and filing, including beneficiary slips (T3/NR4).
Partnership Returns (T5013) — Partnership filings, with partner allocation and supporting schedules.
Tax Slips — T4, T4A, T5, and related information slips prepared and filed for businesses and trusts.
Ongoing Financial Support
Bookkeeping — Monthly or quarterly bookkeeping that keeps your records clean and your year-end straightforward.
Fractional Controller — Financial oversight, reporting, and analysis for businesses that need controller-level support without a full-time hire.
Financial Planning Services — Retirement, cash-flow, and tax planning for individuals and business owners.
About
Most people do not want to think about their taxes. They want to know they were done right. I am a licensed CPA in Ontario, and my background spans four years of public practice across Big 4, mid-sized, and small firms, followed by five years working in industry. That combination shapes how I approach client work: public practice gave me the technical grounding and exposure to complex files, while working inside a business taught me what owners are actually worried about when year-end comes around, which is rarely the same thing that shows up on a checklist.SWC CPA Accounting and Tax Services is built on the idea that tax and financial planning should not feel difficult or obscure. You should understand what is happening with your money and why, and you should be able to reach the person who is actually doing the work rather than being handed off to whoever is available.Whether that means a return filed accurately and on time, bookkeeping that keeps your records clean through the year, or a clearer plan for what is ahead, I am here to help make sense of it.
Frequently Asked Questions
How do we get started?
Send a message through the form below and we'll set up a short call to talk through what you need. From there I'll outline scope, timing, and fees before any work begins.Do you work with self-employed individuals?
Yes — I prepare T1 returns for self-employed individuals, including those with business or rental income.Do you offer ongoing services, or just tax season?
Both. Alongside seasonal tax prep, I offer year-round bookkeeping, fractional controller support, and financial planning.Do you offer virtual appointments?
Yes — I offer both virtual and in-person appointments, with secure document sharing available for remote clients.Are you a Financial Planner?
I'm a licensed CPA offering financial planning services (retirement, cash-flow, and tax planning). I do not hold a Financial Planner or Financial Advisor designation, which are protected titles under Ontario's FSRA title protection rules.What's your typical response time?
I aim to respond to all inquiries within 1–2 business days.What should I have ready for a personal tax return?
Your tax slips (T4, T5, T3, etc.), RRSP and FHSA contribution receipts, medical, donation, and childcare receipts, and income and expense records for any self-employment or rental property. New clients should also include last year's Notice of Assessment. Don't worry if something is missing — I'll send a checklist and follow up on anything needed.What are the key tax deadlines?
Personal (T1) returns and any balance owing are due April 30. Self-employed individuals have until June 15 to file, but any balance owing is still due April 30. Corporate (T2) returns are due six months after the corporation's year-end.
Get in Touch
Have a question or want to get started? Send a message below and I'll get back to you within 1–2 business days.New clients are welcome. Rates are provided after a brief initial consultation, at no charge.
Phone: (613) 266-3111
Virtual and in-person appointments available.
Please don't include your SIN or tax documents in this form. Once we connect, I'll send a secure link for sharing documents.
Thank You
Your message has been sent. I'll get back to you within 1–2 business days.