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Accounting | Tax | Business Advisory
From accounting to small business advice, my job is about setting you up for success. 

ABOUT ME

My name is Ken. Nice to meet you! 

I grew up in Halifax, Nova Scotia where I received my Bachelor of Commerce from Saint Mary’s University. I later obtained my Chartered Professional Accountant designation in 2017. I have been fortunate enough to have worked across our country for great several companies, ultimately landing me and my family in our Nation’s capital. 

My journey to Ottawa has landed me some pretty cool gigs working in both public accounting and private sectors, which include having held several senior management roles. My 10 plus years of experience have equipped me with certain skillsets that can only be achieved having worked through these various settings. I've had the pleasure of working with various small business owners from a diverse set of industries including (but not limited to) medical & dentistry professional corporations, pharmacies, consultants, general contractors, property management companies, and more. As a true small business expert, my commitment to you is ensuring you are set up for success. 

I operate remotely from my home-based office, conducting all engagements virtually however, I will never pass on the opportunity to meet in-person with my clients if requested. I'm your accountant in the clouds if you want to think of it that way but I'm never far out of reach!

Credentials:

  • Chartered Professional Accountant (CPA)

  • Member of CPA Canada and CPA Ontario

Some other things about me:

  • In 2015, I married my lovely wife. She is the smartest person I know. She constantly reminds me why I would need google when I have her. We have two amazing daughters.

  • Experiencing the FIFA world cup is on my bucket list but I'll settle for the Superbowl. 

  • Favorite food : Turkish. Favorite place in the world: Santorini, Greece. 

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ABOUT ME

Services

CRA
Corporate tax services
  • T2's (corporate income tax)

  • Tslips (T4, T5, etc.)

  • GST/HST preparation and filings

  • Payroll support (Annually,  quarterly, monthly, other)

  • CRA audit assistance

  • Incorporation/dissolution services

Financial statement preparation
  • Notice to reader financial statements signed off by a CPA

  • Pro-forma compilations

Small business advisory services
  • Management reports : 

Quarterly or monthly reports provided with numbers relevant to your business such as key profitability and trend ratios, and cash flow statements.

  • Compensation planning (dividend vs. salary)

  • Budget creations and variance analyses 

  • Multi-year projections

  • Buy or lease analyses

  • Income property analysis 

SERVICES

Forms

Get started with organizing your 2023 personal tax documentation by downloading our form below. 

COVID-19

Submit documents

Your information's protection is of utmost importance to us. You have the option to either personally deliver the information or use our secure ShareFile file transfer system.

ShareFile is a secure and user-friendly document transmission software that enables you to send or receive information. When you receive a file, you'll be notified and can access it via a secure link.

 

To send files to us, simply enter in your contact details in the fields indicated. This helps us identify the sender and respond faster. Finally,  upload your files and then click 'upload'. Easy!

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CONTACT

Contact me for a free consultation

Ken J. Halef, CPA

P: 514-913-0057
E: Ken@kenjacobcpa.com


 
Berna Iskandar, Personal Tax Expert

P: 514-913-0830
E:
Berna@kenjacobcpa.com


Hours of operation

Mon:   By appointment only
Tues : 17:00 - 22:00
Wed:   17:00 - 22:00
Thur:  17:00 - 22:00

Get in touch!

Drop me a line and let me know how I can be of service to you. I will do my best to respond within 24 hours. 
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