Expert Tax Support for Canadian CPA Firms
Partnering with accountants to deliver trusted tax advisory—when you need depth, not overhead.
Ever find yourself asking, “What class is that?” or “Can my client deduct that?” From CRA letters to complex tax questions, I act as your virtual tax partner with clear, independent guidance and next steps.
I provide expert support on demand and keep your team in the loop with concise, client-ready notes, so you can stay focused on your clients.
Big changes call for expert tax guidance. Whether your client needs a corporate reorganization, is getting sale-ready, preparing for succession, or navigating estate planning, I lead the tax plan end-to-end.
Using a multidisciplinary approach, I coordinate with legal counsel and other advisors, prepare and file the required elections, and deliver a clear closing package your team can rely on.
Handling estate and trust returns requires precision. I prepare and file T3 returns, including the required elections and schedules, and support CPA firms that don’t offer this work or want an expert review.
I focus on compliance. I stay current on rule changes, manage deadlines, coordinate with the executor or trustee, and deliver clear working papers and slips for accurate, on-time filings.
Trusted partner to independent CPA firms across Canada
I know your clients trust you.
My job is to help you keep it that way.
At 4Roots, I specialize in independent tax advisory for solo and small CPA firms across Canada. As your virtual tax partner, I provide timely, practical advice that you can put to work right away.