WARNING All the tax advisors on this list are professionals who charge a fee for preparing tax returns.
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1 LIST OF TAX ADVISORS WITH EXPERIENCE IN PREPARING RETURNS FOR RECIPIENTS OF UNITED NATIONS PENSIONS Updated for 2012 Returns The inclusion on this list of any advisor does NOT indicate an endorsement by CAFICS (E) = English speaking clients; (E/F) = English or French speaking clients WARNING All the tax advisors on this list are professionals who charge a fee for preparing tax returns. There is a wide variances in pricing offered to prepare tax returns. Before retaining any tax advisors, be sure to establish very early in your discussions what the likely fees will be, to avoid any unpleasant surprises when presented with their invoice. Bear in mind that the tax returns of United Nations retirees are more complicated that the average tax return and thus do require more time and effort by any tax preparer you retain.
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3 1. Andreas ALEVRAS 1 (E/F) 630 Curé-Labelle, suite 300 Laval (Québec) H7V 2T7 Telephone Fax info@alevras.ca 2. BARDOSH Income Tax and Accounting Services (E) (Attention: George BARDOSH) 6557, avenue Somerled Montréal (Québec) H4V 1T1 Telephone Fax bardosh@bellnet.ca Web site 3. BESSNER GALLAY KREISMAN 2 (E/F) (Attention: Derek SILVERMAN or Nicolas WARDROPPER) 4150, rue Sainte-Catherine ouest, Bureau 600 Montréal (Québec) H3Z 2Y5 Telephone Fax dsilverman@bgk.ca Web site 4. BESSNER GALLAY KREISMAN 3 (E/F) (Attention: Michael McCRANN) 340 March Road, Suite 400 Kanata (Ontario) K2K 2E4 Telephone ext. 230 Fax mmccrann@bgk.ca Web site 1 Mr. ALEVRAS also speaks Greek. 2. This firm may only be suitable for those members with complicated tax returns and/or high income individuals. 3. Ibid. Page 3 of 10
4 5. BLAIN, JOYAL, CHARBONNEAU (F) (Attention: Julie LACOURSIÈRE) 1410, rue Principale, bureau 104 Sainte-Julie (Québec) J3E 1R6 Telephone ext Fax Web site 6. The BRUNTON-McCARTHY CPA FIRM 4 (E) (Attention: S. O. Richard BRUNTON, CPA) 4710 NW 2 nd Avenue, Office #101 Boca Raton, Florida Telephone Fax tax@taxintl.com Web site 7. David BURKES Chartered Accountant (E) 30 East Beaver Creek Road, Suite 201 Richmond Hill (Ontario) L4B 1J2 Telephone Fax david@burkes.ca Web site 8. COLLINS BARROW (E/F) (Attention: Sylvain CAMPEAU, CA, CPA) 301 Moodie Drive, Suite 400 Ottawa (Ontario) K2H 9C4 Telephone Fax ottawa@collinsbarrow.com Web site 4. Experienced in preparing both Canadian and American returns; this firm may be suitable only for more complicated returns and/or high income individuals. Page 4 of 10
5 9. Christiane DERMARKAR, CGA (E) 73 Mulberry Dollard-des-Ormeaux (Québec) H9A 1Y6 Telephone Cellular Steven I. DRIZOS, CGA (E) 5255 ouest, boul. Henri-Bourassa, suite 405 Montréal (Québec) H4R 2M6 Telephone Fax DSL Bookkeeping Services (E) (Attention: Dee Lees) Suite Cormorant Street Victoria (B.C.) V8W 4A5 Telephone Fax FELDHAMMER FISHMAN (E/F) (Attention: Murray FELDHAMMER) 5050 de Sorel, suite 110 Montréal (Québec) H4P 1G5 Telephone ext. 229 Fax Page 5 of 10
6 13. Gary P. GAUVIN LLC 5 (E) Income Tax Services 2500 Rochelle Road Rockwall (Texas) Telephone Toll-Free Fax tax@garygauvin.com Web site Ron GIRA, CMA Inc. (E) Mezzanine 85, 81 Garry St Winnipeg (Manitoba) R3C 4J9 Telephone Fax n6acct@mts.net 15. HEATHER MALLETTE FINANCIAL SERVICES (E/F) (Attention: Heather MALLETTE) 357, rue Grilli Pincourt (Québec) J7V 6Y8 Telephone Fax heather@mallette.biz 16. HÉBERT, TURGEON, GCA (E/F) (Attention: Micheline HÉBERT, BAA CGA) 7695, chemin de Chambly Saint-Hubert (Québec) J3Y 5K2 Telephone Fax mhebert@htcga.qc.ca Web site 5. Works by electronic correspondence with Canadian clients (formerly based in Ottawa and an expert in Canadian taxation); also prepares American returns. Page 6 of 10
7 17. H&R BLOCK (E) (Attention : Mona ARONOVITCH) , boulevard Cavendish Côte St-Luc (Québec) H4W 2T5 Telephone mona.aronovitch@hrblock.ca Web site KBHNS (E/F) (Attention: Larry KAPLAN, Yves BOUCHER or Paula JOSEPH) 100, boulevard Alexis-Nihon, suite 520 Montréal (Québec) H4M 2P1 Telephone Fax info@kbhns.ca Web site Allan KEON, CGA Professional Corporation (E/F) 508 Gladstone Avenue, suite 203 Ottawa (Ontario) K1R 5P1 Telephone akeon@accountingottawa.com Web site KLUMAK MERTON ROTER SCHWARTZ (E) (Attention: Harold MERTON) 5250, rue Ferrier, suite 515 Montréal (Québec) H4P 1L4 Telephone Fax Ms. ARONOVICTH is experienced in preparing both American and Canadian returns. Page 7 of 10
8 21. KPMG LLP (E) (Attention: Emily SLUGGETT, CA) St. Andrew's Square II 8th Floor, 730 View Street Victoria (British Columbia) V8W 3Y7 Telephone Fax Website KPMG LLP 7 (E) (Attention: Gayle DAY, CGA) 777 Dunsmuir Street Vancouver (British Columbia) V7Y 1K3 Telephone Fax gayleday@kpmg.ca Website wwws.kpmg.ca 23. Leonard MINTZ, CA (E) 6525 boulevard, Décarie, suite 208 Montréal (Québec) H3W 3E3 Telephone Fax info@mintzcanada.com 24. OHCD LLP (E) (Attention: Paul HANVEY) Catherine Street Ottawa (Ontario) K2P 1C3 Telephone x224 Fax phanvey@ohcd.ca 7. Also prepares US tax returns for US citizens living in Canada. Page 8 of 10
9 25. PADGETT Les pros de la petite entreprise (Attention: Samir H HABBAL) 750, Marcel-Laurin, Suite 112 Montréal (Québec) H4M 2M4 Telephone Fax info@accountabilite.com 26. ROSENTHAL ZARETSKY NIMAN & CO., LLP (E) (Attention: Raymond L WINER) 4211 Yonge Street, Suite 625 Toronto (Ontario) M2P 2A9 Telephone ext. 131 Fax rwiner@rznaccountants.com 27. STARKMAN, SALSBERG & FELDBERG, CHARTERED ACCOUNTANTS (E) (Attention: Martin TOGMAN) 1600 Steeles Ave West, Suite 316 Concord, (Ontario) L4K 4M5 Telephone ext. 125 Fax mtogman@starkmansalsbergfeldberg.com 28. STEIN JACOBS KROLIK (E) (Attention: Lawrence STEIN) Chartered Accountants 100 Alexis Nihon Blvd, Suite 290 Montréal (Québec) H4M 2N7 Telephone ext. 302 Fax lstein@sjk.ca Web site Page 9 of 10
10 29. TRENHOLME & COMPANY (E) (Attention: Ken YAO, CA 8 ) 1007 Fort Street, Third Floor Victoria (B.C.) V8V 3K5 Telephone Fax ken@trenholme.ca Web site WILKINSON & COMPANY (E) (Attention: Jennifer FISHER, FCA or Douglas PARKER, CA, FCP) 785 Midpark Driver, Suite 201 Kingston (Ontario) K7M 7G3 Telephone Fax jennifer.fisher@wilkinson.net Web site 8. Also speaks Chinese. Page 10 of 10
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LIST OF TAX ADVISORS WITH EXPERIENCE IN PREPARING RETURNS FOR RECIPIENTS OF UNITED NATIONS PENSIONS Updated for 2013 Returns The inclusion on this list of any advisor does NOT indicate an endorsement by
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