Summary
Overview
Work History
Education
Skills
Certification
Courses and workshops
Timeline
Generic

DAVID ACTON, CPA

London,ON

Summary

Experienced and client-focused Senior Tax Accountant CPA specializing in tax compliance, planning, and corporate tax for individuals and businesses.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Senior Tax Accountant

A&J CPA
Oakville, ON
08.2020 - Current
  • Managed 70 CCPC clients from a variety of industries, including healthcare, automotive sales, and food services.
  • Provided tax advice to 150 high net worth and sole proprietorship clients.
  • Mentored junior staff and interns on corporate, individual, and excise tax compliance.
  • Provided guidance on succession planning through S85.
  • Collaborated with firm partners and lawyers to facilitate asset and share deals for clients.
  • Used AI to enhance productivity and provide tailored solutions to clients.
  • Provided direct assistance to clients in preparing for CRA audits.
  • Continuously monitored changes in legislation related to taxation policies and procedures.
  • Conducted thorough ratio analysis, internal control evaluations, and substantive testing following ASPE and ASNPO guidelines for review engagements.

Tax Reviewer

Personal Tax Advisors
Toronto, ON
12.2017 - Current
  • Reviewed tax documents and provided technical support to staff preparing over 300 T1 and 100 HST returns.
  • Worked directly with sole proprietors and multi-year tax clients to discuss tax planning and solutions.
  • Developed proficient use of Profile, Simply Accounting, and company database.
  • Coordinated directly with management to find ideal tax solutions for clients.
  • Coordinated with clients and CRA to find optimal solutions for clients, as per the ITA.
  • Uncovered eligibility for WITB credits and employment expenses, helping clients save thousands.

Education

Certificate - Accounting And Finance

CPA Ontario
Toronto
09-2020

Certificate - Accounting And Finance

Ryerson University
Toronto, ON
04-2017

Bachelor of Arts - Economics

University of Western Ontario
London, ON
04-2000

Skills

  • Profile, Quickbooks, MS, CaseWare
  • Tax Research and documentation
  • Corporate, individual and excise tax compliance
  • Financial Statements Analysis and Review
  • Effective communication abilities
  • Tax planning and succession strategies

Certification

  • CPA Ontario, March 2024

Courses and workshops

  • AI for Tax Research
  • AI for Business Analysis
  • US tax
  • Accounting Ethics
  • Succession planning

Timeline

Senior Tax Accountant

A&J CPA
08.2020 - Current

Tax Reviewer

Personal Tax Advisors
12.2017 - Current

Certificate - Accounting And Finance

CPA Ontario

Certificate - Accounting And Finance

Ryerson University

Bachelor of Arts - Economics

University of Western Ontario

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DAVID ACTON, CPA