Barbara Elkin Chartered Accountant CPA

As a Professional Chartered Accountant with a Master of Laws (LLM) degree in Tax, Barbara acts as an advisor to owner-managed businesses and professionals. She maintains a high degree of expertise in various areas of taxation, including personal and corporate tax planning, corporate reorganizations, trust and estate planning and U.S. taxation issues.

Adam Davies completed his Bachelor of Commerce at Carleton University and is currently in the process of completing his CPA designation. He joined Barbara D. Elkin CA in 2014 primarily focusing on individual income tax and small business financial statement preparation. He really enjoys interacting with clients and tackling new challenges.

U.S. citizens who are living in Canada are becoming increasingly aware of their U.S. tax filing obligations. Taxpayers who have not been compliant may be eligible for a simplified "catch-up" process under the IRS Streamlined Procedures. While the Tax Treaty between Canada and the United States typically provides relief from double taxation, there are many instances where "double tax" can arise.

Estate planning is a process that should be reviewed at various intervals during a person's lifetime. Typically, major life events such as marriage, starting a family, receiving an inheritance, becoming a resident or nonresident of Canada, divorce, illness etc. will give rise to a review of the estate planning measures in place.

With our in-depth understanding of tax and financial matters, we can advise you on multiple issues. For example, we can assist your family law lawyer with the determination of support obligations and the calculation of net family property values. In addition, we can analyze financial statements as well as corporate and individual tax returns to help resolve issues of imputed income and other financial matters related to family law.