Untitled Document

Firm Information

The firm consists of four partners :

PARTNERS
Danny Y. Baratz, MBA, CA	In practice since 1971
Neill Judelman, CA	In practice since 1968
Robert A. Preisz, CA	In practice since 1988
Michael Pajak, CA	In practice since 1992
Saul Judelman, MBA, CA	In practice since 1996

MANAGERS
Anne Keong, CA	In practice since 1999

HISTORY AND GENERAL

The firm was established by Danny Y. Baratz, MBA, CA and Neill Judelman, CA in October 1982 and has grown to five partners since then. The firm is located in Toronto, Ontario and services small to medium sized clients. The firm is a member of MGI Business Solutions Worldwide.

CLIENTELE

The firm caters to the small to medium size owner/manager enterprises with sales revenues up to $30,000,000.

Among the firm’s clients are a number of publicly traded corporations in the resource area. Also prominent are a number of Pension Trust Funds and Labour Unions.

A large number of manufacturing trading corporations and real estate joint ventures are handled by the firm with emphasis on international trade and Canadian offshore tax issues.

The firm is engaged in a number of audits in the “not-for-profit” sector.

The remainder of the clients consist of professionals, service industries, retail sales, estates and personal income tax returns.

CLIENT RELATIONSHIP

The firm’s objective is to provide clients with uniformly high standards of service in an efficient and timely manner. All partners are involved directly with the clients and individual, direct communication is a policy of the firm. The firm also provides a full range of services to the clients from business consultation and financial advice to income and commodity taxation, including offshore and trust matters.

TECHNOLOGY

The firm is fully computerized with a network system. The following software applications are used extensively:

• Time and Billing System
• T4s, T5s and Summaries
• Working Papers and Spread-sheet System
• U.S. Tax Returns
• Personal Tax Returns
• Spread Sheet Programs
• Electronic E-Filed at income tax returns with governments
• Tax Library
• Corporate Tax Returns
• C.I.C.A. Handbook
• Trust Tax Returns
• Other Miscellaneous

STAFF AND SUPPORT

The firm has 15 full and part-time professional and support staff.

The firm has ongoing arrangements for outside support in the taxation area and in the accounting/auditing field. These engagements are made on a retainer basis with leading tax, accounting and auditing experts.