Experts behind Tax Simplified

Sarah Chen is a CPA, CA with a Master of Taxation from the University of Waterloo. She specializes in corporate tax planning, estate freeze strategies, and US-Canada cross-border transactions for mid-market businesses and high-net-worth individuals.

Marc Leblanc spent 30 years as a tax partner at a national accounting firm before retiring from public practice to focus on writing and consulting. He is a recognized authority on federal budget analysis, Quebec provincial tax, and corporate tax policy.

Priya Sharma is a CPA with over 11 years of experience advising small and mid-sized businesses across the Greater Toronto Area on SR&ED claims, payroll compliance, and startup tax structuring. She has helped clients recover more than $40 million in SR&ED credits and regularly writes about the practical side of running a tax-compliant business in Canada.

David Kim is a CFA charterholder with 16 years of experience helping Canadians align their investment and tax strategies. He focuses on the tax implications of registered accounts (RRSP, TFSA, FHSA, RDSP), portfolio rebalancing, and the after-tax treatment of dividends, capital gains, and foreign income.

Lisa Thompson is a tax lawyer with a Bachelor of Laws and Master of Taxation from the University of British Columbia. She practices exclusively in tax dispute resolution — representing taxpayers in CRA audits, objections, and appeals before the Tax Court of Canada.

Anita Patel is a CPA specializing in the tax implications of Canadian real estate transactions for individual investors, builders, and developers. With 13 years of focused experience, she advises on Principal Residence Exemption planning, the New Housing Rebate, GST/HST on assignments and new builds, and the Underused Housing Tax.