Jake began his professional accounting career at MNP LLP in 2005 where he completed his Chartered Accountant designation. Initially he focused on preparing and reviewing financial statements and corporate income tax returns, including tax-minimization and compensation planning for owners.
He then transitioned to the specialty tax group, spending an additional two years of indepth studies, and undertaking corporate reorganizations, business merger and acquisition transactions, corporate succession and individual estate planning.
His passion is working closely with his clients in all aspects of their business. His time away from the office is spent with his family, keeping active, playing drums with his band, and photography.
After completing his commerce degree at the University of Alberta Chad articled with public accounting firms in Edmonton and established his first office in 1985 after completing his designation. Much like our office today, his practice focused on providing responsive, client-focused accounting and business advice through relationships that have sustained through to today.
In 1992, he and his partner developed WinTax personal tax software which was subsequently acquired by Intuit and repackaged as QuickTax (currently marketed as TurboTax). In 2000, after building the software business from the two of them to a staff of over 300 as well as managing Intuit operations in the UK, he made the very difficult decision to move on from his accounting practice to focus on the software business.
In 2009 the opportunity to establish this office with his son was an easy decision. His passion is consulting with clients in all elements of their business from shareholder matters, financing arrangements, business strategy and system design.
Personal time is spent dirt biking or snowmobiling (depending on the season), enjoying the outdoors and playing music or attending concerts.
After graduating from the University of Alberta School of Business, Sarah obtained her CA designation in 2009 while articling at Stout & Company in Edmonton, before gaining some industry experience at an investment firm shortly thereafter.
She then took a career leave to raise two boys, and picked up where she left off when she joined our team. Her primary focus has been full-cycle bookkeeping across many industries, and continues to expand into personal and corporate tax, financial statement preparation and QuickBooks consulting.
Holly’s work experience has primarily been in the oil and gas industry, providing bookkeeping and accounting support. Her enjoyment of full-cycle bookkeeping is what brought her to our office, and she continually works to improve these skills including obtaining her Certified Professional Bookkeeper designation and completing the Office Accounting Systems with honours.
She was born and raised in Sherwood Park and lives here with her husband and 3 boys. She loves to travel, including any opportunity to visit Disney World, volunteer with her boys’ marching band, and compose viral photos and videos.