Verified recordFinancial Services

Alan Rowell

CEO at The Accounting Place

Based in Hamilton, Canada

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Seniority

C-Team

Department

General Business & Management

Location

Hamilton

Industry

Financial Services

Company size

10

Contact information

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Email

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a•••••••@theaccountingplace.ca

Phone

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Background

About Alan Rowell

Alan Rowell, CEO and Tax Specialist of The Accounting Place, specializes in working with financial planners, individuals and small to medium size businesses by providing accounting, taxation and business consulting services that are unique to each client. Often described as working “where the rubber meets the road”, Alan’s experience with entrepreneurs and SME’s assist the client in being successful and achieving their ultimate goal. “In short, The Accounting Place does not record history, we write history”, says Alan. With 40 plus years experience in taxation and financial services industries, Alan has developed a unique ability to translate taxation language into plain English and does not hesitate to dig deeper and ask for clarification and interpretations from Canada Revenue Agency, or challenge their position. His achievements include the DFA - Tax Services Specialist designation and he is recognized as one of the leading tax services specialists in Canada. He has also recently achieved a second designation, the MFA - Succession and Estate Planning Specialist. He is a tax resource for a number of Financial Planners and a Strategic Educational Partner with the Knowledge Bureau. Since when Alan formed The Accounting Place, he has saved small business owners literally hundreds of thousands of dollars in income taxes through his savvy interpretations of the tax laws and his ability to help individuals and business owner’s structure, operate and organize their financial affairs to their best overall advantage. Specialties: Tax Strategies, Tax Planning, Tax Efficient Investment Portfolios

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