Meghan Davis, CPA, CA, TEP, R.F.P., CFP®

About Meghan

Meghan is our firm’s resident tax expert and helps our clients with incorporating and reorganizing their companies through BalancedAccounting.ca’s associated CPA firm, CMD CPA Professional Corporation. She is a member of the Chartered Professional Accountants of Ontario, and earned her Trust and Estate Practitioner (TEP) designation in 2017 from STEP Canada. She is also a Certified Financial Planner (CFP) and offers Financial and Estate Planning services to our customers. Meghan founded Estate Tax Services Professional Corporation, a boutique accounting firm to cater to the unique accounting and tax needs of trustees and executors. You can find her website here.