Partner, Canadian and US Tax
Jim graduated from the University of Toronto and completed his CPA, CA designation at KPMG in 1979. He was a partner of McCluggage & Smith, which merged with Kreston GTA in 2010. His clientele includes virtually all commercial and non-profit sectors. A specialty of Jim is in providing assurance and related services to entities in the vehicle financing and leasing industry. Jim has performed audits, reviews and compilations as well as consulting on the nuances of the financial statements provided to industry lenders and their specific requirements.
Jim completed the in-depth tax course and provides a wide range of personal, estate and corporate income tax services. Jim is also a U.S. CPA and provides tax and accounting services to U.S. citizens and companies.
Apart from advising many clients over the years, Jim’s community involvement involves being the Chartered President and current Treasurer of the Rotary Club of Markham Sunrise Inc. Jim was awarded Rotary’s highest honour, twice receiving the Paul Harris Fellow Award for his community service. Jim currently chairs a City of Markham Committee and is the Chair Person of the Markham Santa Claus Parade.