Tax Consulting & Dispute Resolution    



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Joy A. Bertram, Chartered Professional Accountant and Certified Public Accountant (Vermont)

Founder and President,

Joy A. Bertram, CPA Professional Corporation

click here for bio

 

Overview

Mission Statement

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To exceed your expectations in

resolving  tax concerns.

Competence & Expertise

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The President is Joy A. Bertram, B.Comm., CPA, CGA, CPA (Vermont). She has also completed the CICA Tax In-Depth II, the CPA In-Depth Tax Issues for Owner-Managed Business, and the CPA In-Depth Tax Dispute Resolution Programs


Joy has over  25 years of diverse tax experience including 15 years at CRA (see Roles) and 10 years in Public Practice and Private Industry.

Focus on Quality

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Dedicated to delivering high quality customized service.  


Applying valuable experience and research skills toward effective solutions and results.

Services

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Technical Adviser, Research & Analysis, Tax Consulting, Return Reviewer, Returns

  • Technical adviser - on call
  • Customized research and analysis
  • General consulting - identify issues, shore up facts, discuss road blocks
  • Discussion of findings & options for decision making
  • Preemptive risk assessments 
  • Tax return reviewer 
  • Tax returns 

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CRA Dispute Resolution, Audit and Appeals Assistance

  •  Inform clients of steps to expect throughout their case; execute each step as/when required for clients
  • Customized resolution on case-by-case basis
  • Liaise with CRA for Client
  • Respond to an audit request for information letter
  • Compile purposeful reply to proposed adjustments
  • Write a solid case to appeals with adequate support
  • Pursue Interest and Penalty relief, if feasible

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Legal Support, Document Review

  • Tax legislation and case law research & write up with footnotes
  • Technical writing & preparation of statement of facts
  • Plain language communication with clients & customized executive summaries

Credentials

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                          2018                   

Chartered Professional Accountants Canada: In-Depth Tax Dispute Resolution Course


                          2017 

Chartered Professional Accountants Canada: In-Depth Tax Issues for Owner-Managed Business   

                         

                          2014 

Chartered Professional Accountant (Canada) 


                          2004

Licensed Certified Public Accountant (Vermont) U.S.A.


                          2000

Canadian Institute of Chartered Accountants: Tax In-Depth II 

 

                          1998

Certified General Accountant Designation (Canada)


                          1994

Honors Bachelor of Commerce Degree-Accounting Major  

Experience

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July 2017 - Present

Founded Joy A. Bertram, CPA Professional Corporation

Tax Consulting & Tax Dispute Resolution


Oct. 2001 - May 2017

Canada Revenue Agency Tax Professional 

Senior Tax Auditor Various Roles (see CRA Roles) 


1998 – 2001

PricewaterhouseCoopers LLP 

Senior Tax Associate 

Canadian & U.S. Corporate and Individual Tax Compliance 


1997-1998

KPMG 

Senior Tax Associate 

Canadian & U.S. Corporate and Individual Tax Compliance


1993 – 1997

Roger P. Miller, CA – Sole Practitioner

Review Engagements, Audits, Canadian Personal & Corporate Returns


Prior to 1997

Private Industry - Accountant at: 

Narmco: Falcon Tool & Die Limited, and,

La Magique Agencie, Inc.

CRA Roles

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Total Time - 15 years, 8 months:

2012 - May 2017

Senior Aggressive Tax  Avoidance Auditor 


Small, Medium and Large Corporate, Non-Resident, Partnership and Trust File audits; chiefly Regional and International, both private and public. Involved attentive risk assessing and audit planning, intricate  analysis and multifaceted compliance verification. 

Focused on complex series of tax planning transactions used in corporate reorganizations typically involving groups of entities within and outside Canada. 

Honed advanced technical writing and innovative flow-charting expertise to simplify the complex plans &  produce concise easy to follow executive summaries for end users. Write up of formal position papers with extensive statements of fact and law fully footnoted.


2008 – 2012

Lead Auditor – Large Multi-Year Complex 

National Tax Case (Headquarters) 


Involved extensive research, multi-issue  audit work and write up.  

Included numerous entities within and outside Canada and thousands of individual taxpayers across Canada. Collaborated with HQ Project Coordinator and Ontario Regional Technical Adviser.

CRA ROLES

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Nov. 2006 - Apr. 2008

Income Tax Rulings Officer - National Headquarters      

Business and Personal Section


Involved substantial research, analysis, judgement & technical writing.

Authored Published Technical Interpretation Letters.

Conferred with Department of Finance and legislative and Policy Branch.


May 2006 – Nov. 2006

Senior Appeals Officer 


Insight into the Appeals process. Conducted Appeals reviews of Corporate objections filed. Significant analysis and research. Conferred with HQ Appeals.   


Cra roles

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2003 to May 2006 

Senior Income Tax Technical Adviser - TSO


Responsible to provide tax technical support to 130 staff to resolve unusual tax audit issues. Involved significant in-depth technical research of legislation, policies and court cases and technical writings of findings, conclusions & recommendations.


Sanitized tax technical write-ups to post to server for future reference by staff.


Prepared and presented technical Personal T1 and Corporate T2 tax updates and several other training courses office-wide.  


2002  

Large File Income Tax Auditor

  

Identified risk areas, planned and executed local large file audits. 


2001

Small and Medium Enterprises 

 

Risk assessed, planned and conducted local SME file audits.


Memberships & Awards

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Member of:

  • Chartered Professional Accountants Ontario
  • Chartered Professional Accountants of Canada
  • American Institute of Certified Public Accountants (AICPA)    
  • American Institute of Certified Public Accountants (AICPA) - Tax Section Member
  • Canadian Tax Foundation (CTF)    


Awards

  • Rotary Windsor Roseland - President's Exemplary Service Award - Lobsterfest Vice Chair (2018)
  • CRA - Director's Certificate of Achievement for outstanding Performance - Windsor (2011)
  • CGA Ontario - Service Award as Chair of the Board of Directors - Windsor Chapter (2001)
  • CGA Ontario - Chapter Distinguished Service Award - Windsor Chapter (2001)

Contact

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Joy A. Bertram, CPA Professional Corporation

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