David Chong Yen, CPA, CA, CFP
David has been advising dentists on tax, estate, financial planning, practice management, valuations and accounting for more than 35 years. His primary focus is to help dentists and their families achieve their financial and personal goals.
David obtained his B. A from University of Toronto in 1980, attained his Chartered Accountant’s Designation in 1983, subsequently completed the CICA In-Depth Tax Courses, is a tax specialist and also a certified financial planner.
David has been a speaker at various dental schools, associations across Ontario, including the ODA Annual Spring Meeting, Toronto Academy of Dentistry Winter Clinic and RCDSO Road Shows. He has published hundreds of tax articles for the dental community, including those that have appeared in Dental Practice Management, Dispatch, Oral Health and Ontario Dentist publications. David also wrote the ODA published book titled, “Dentists Tax and Financial Guide.
Louise Wong, BAS, CPA, CA, TEP
Noted for her in-depth tax knowledge, Louise maintains and expands upon our firm’s reputation for innovative and practical tax advice. She addresses issues associated with the purchase and sale of practices, tax and estate planning, and the implementation of various plans. Also, her responsibilities include all aspects of personal and corporate tax returns, personal and corporate tax planning, GST/PST administration and planning, corporate reorganizations, and estate planning.
A graduate of York University, Louise obtained her Chartered Accountant designation in 1991 and has since completed several years of intense tax study including the CICA In Depth Tax Courses, the CICA GST In-Depth Tax and CICA Wealth Preservation courses. She is a member of the Society of Trust and Estate Practitioners, the Canadian Tax Foundation and the Institute for Divorce Financial Analysts. Louise’s career in public accounting spans over sixteen years, most of which was spent in the area of taxation. Louise’s practice is restricted to taxation.
Judith Ho, CPA, CGA
Noted for her ability to analyze unique situations quickly and provide timely responses and solutions, Judith concentrates on fulfilling our clients’ ongoing requests and reporting requirements. Her objective is to be responsive to clients’ requirements and requests in a timely and accurate manner. This includes providing solutions to all client inquiries, preparation of financial statements, corporate and personal income tax returns, and various other government required filings.
A graduate of the University of New South Wales (Australia), Judith obtained her CPA in 1998 and CGA in 2000. For the past four years, she has worked at PricewaterhouseCoopers in Hong Kong.
Basil Nicastri, B. Comm, CPA, CA
After obtaining his university degree (B.Comm, University of Toronto), Basil obtained his Chartered Accountant designation in 1984 while working at an international firm of chartered accountants. Subsequently, Basil worked with the Ontario government as a tax auditor before returning to public practice in 1985. He has spent more than 18 years specializing in taxation and has completed the CICA In-Depth Tax Courses. Basil is well versed in all areas of tax, personal and corporate, including GST, estates and trusts and general tax planning.
Basil is responsible for all facets of financial statement preparation. His tax background will be very useful in identifying tax saving opportunities for clients.
Basil’s knowledge and experience will facilitate our pursuit of excellence in serving our clients.
Bob Ngo, B. Comm., CPA, CA
A graduate of University of Toronto, Bob obtained his Chartered Accountant designation in early 2004. Bob’s public accounting experience started with his co-operative experience at our firm in 2000 and continued with his employment at another chartered accountant firm, prior to rejoining us in 2003.
Bob assumes accounting and client care responsibilities for our clients. His objective is to be responsive to clients’ requirements and requests in a timely and accurate manner. This includes providing solutions to all client inquiries, preparation of financial statements, corporate and personal income tax returns, and various other government required filings.