Jodi provides tax, estate planning, and accounting services to individuals and small businesses. Her areas of specialty include:
- Trust and estate work, including tax filings required for deceased taxpayers, testamentary and inter vivos trusts and estate accounting.
- Tax planning and compliance for clients with significant investment portfolios.
- Tax planning for professionals, including incorporation of their practices.
- Advisory services for charities with respect to the various Canada Revenue Agency regulations and compliance requirements, including charity return and donation receipting issues.
In addition to ongoing training, Jodi has completed the CICA In-Depth Tax course, the CICA Wealth Preservation course and the CICA Corporate Reorganizations course.
Jodi obtained her Chartered Professional Accountant designation in 1996 after graduating from Brock University with a Bachelor of Accounting degree. She started her career with DJB as a co-op student in 1992 and became a Tax Partner with the Firm in 2003.
As part of her service to the community, Jodi serves on the Audit and Finance Team for Bethany Community Church. She also previously served on the Board of Directors for the Niagara Community Foundation as Past President.
Committee and Team Involvement