Our first anniversary!

My, how time flies! A year ago, Moodys LLP Tax Advisors opened its doors with great expectations and hoping to start the tax world on fire. Well, it certainly has been an interesting year!

The objective of opening Moodys LLP Tax Advisors was simple: to focus on what we do best – tax advisory services – and delegate the rest to other more qualified advisors. The Income Tax Act and related matters (such as cross-border advisory services, estate planning, investment advisory services, etc.) has become such a specialized area that it is difficult to do all services well. Accordingly, we sensed that clients desired high end specialized income tax advice – especially at the private client level (given that such clients tend to have a hard time finding specialized tax advice).

With the above in mind, we opened our doors and threw open our specialized services to the high net worth private client. Wow, what a rousing success it has been! We have exceeded expectations and continue to add high qualified tax specialists to our team. Today, we have eight full time tax specialists and three administrative support persons whose main focus is providing optimal tax solutions to our target market. All of the team members are very passionate about what we do and take great pride in providing a unique experience and developing creative and optimal solutions.

While we are very proud of the last year, there is much more work to be done. We recognize that our service delivery could improve in certain areas and therefore we are striving to do so. We will not rest on our laurels but instead strive to be true to our unique abilities – being passionate about tax optimization.

A very special thank you to all of our clients (whom we cherish dearly), our referral sources (thanks so much for the great confidence you have in us) and a special big thank you to our biggest asset – our teammates (Lynda, Sandy, Roberto, Kathy, Faizal, Nicolas, Marissa, Jeff, Cora and Sylvie). Also, a special thank you to our business suppliers who help keep our engine running. Lastly, but certainly not the least, a very special thank you to our great business partner – Shea Nerland Calnan LLP. Shea Nerland Calnan LLP is an entrepreneurial business advisory law firm who has been a big supporter of our vision. More great things to come!

Our first anniversary provides us an opportunity to unveil a new crisper look on our website. We invite you to be the first to take a look at it. The website is full of useful, relevant and up-to-date tax information which we trust you will find to be of benefit.

Thanks again!