James D. Oates, CPA, CMA is a professional accountant with a wealth of experience managing the finances of a variety of entities.
Experiences include:
- Developing business plans to assist in obtaining bank financing.
- Brought contractor’s tax returns from being many years behind to being current.
- Reduced bank charges through discussions with bank manager and debit/credit card provider.
- Perform regular financial reviews with client on weekly, monthly or quarterly basis.
- Assist business in selling or closing down corporations.
- Liaise with Canada Revenue Agency to defer collection activity until client was able to come current on tax filings.
- Negotiate payment plans with Canada Revenue Agency.
- Resolve a variety of tax issues both personal and corporate by either correcting the information on file or providing missing information to CRA.
As an entrepreneur and business leader, he has worked in a variety of
industries and managed a wide range of challenges.