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Client Testimonials
I’m proud to work with clients who trust me with their finances. Here’s what they’ve had to say about working with me.
As a business owner managing both a non-profit and a for-profit entity, I was unsure how to structure things properly. Billy guided me through the logistics of keeping both organizations compliant while meeting CRA requirements. His advice was clear, thorough, and incredibly helpful in setting a solid foundation for both of my businesses.
— Amin S., Podcast Founder and Host


"From our first meeting, Billy was approachable, knowledgeable, and clear. He took the stress out of tax season by breaking everything down in a way that made sense and offering advice that actually fit my situation. Filing my taxes has never felt this easy or manageable."
— Michelle B., Self-Employed Marketing Specialist​
Billy helped me navigate the tax side of selling my rental property, and I’m so glad I reached out before making any moves. He explained the capital gains implications clearly, helped me plan the timing strategically, and even identified deductions I didn’t know I could claim. Real estate taxes felt overwhelming at first, but Billy made the process simple and easy.
— James T., Real Estate Investor

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