Jeffrey is a US Certified Public Accountant with over 30 years of public accounting experience, who has been practicing in Canada since 2002. Prior to joining Fuller Landau as the leader of our US tax practice, he was a former Big Four partner and more recently, founding principal at BoTax, a US tax advisory boutique in Toronto that provided US federal and state tax consulting services to Canadian businesses and their stakeholders.

Jeffrey’s expertise focuses on two distinct client groups: Canadian businesses with US federal and state tax filing obligations arising from their US activities; and American citizens residing in Canada who often have onerous US tax and information reporting obligations and unique estate and retirement planning challenges. Jeffrey’s practice has a heavy concentration in jurisdictional tax matters involving permanent establishment and state nexus considerations, tax controversy resolution, and sales taxation.

Jeffrey is a frequent author and highly sought-after lecturer, with articles appearing in the National Post, Globe & Mail, and numerous trade publications. He has facilitated lectures for the Tax Executive Institute, the Council for International Tax Education, and the Institute of Chartered Accountants in Canada.

Over the years, Jeffrey has become known for his practical and insightful advice, and dedication to his profession. Clients value his accessible, empathetic approach and know that they are in good hands, with Jeffrey on their side.

“My clients’ business is often their single largest asset. As a business owner and advisor, my modus operandi is to provide responsive, practical advice that I would follow, myself.”