Jacob Milosek , CPA, CA

Partner

“The government insists that all taxpayers should pay their fair share of tax.  I agree with them, however, my view of “fair share” is a bit different!  I take great pride in helping taxpayers navigate our complex tax system and working with owner-managed businesses to try to minimize their overall tax burden.”

Jacob works with a diverse client base and provides a wide variety of services to businesses and business-owners in countless industries.  As an income tax specialist, he can assist you with income tax and estate planning, corporate reorganizations, case specific research, and making representations to tax authorities in connection with audits and appeals.

As an avid sports fan, Jacob enjoys organizing firm social events and office pools. Jacob recently organized a t-ball team in conjunction with Corkery Community Association and is serving as coach of the team.

Jacob graduated with highest honours from Carleton University in 2008 and joined Hendry Warren shortly thereafter.  He obtained his CA in 2009 and completed the In-Depth Tax Course in 2013. He is a member of The Canadian Tax Foundation and is the acting president of the Ottawa Estate Planning Council.  He is currently serving as a lecturer for the Institute’s ITGP course.

In 2018, Jacob was awarded the Emerging Leader Award by CPA Ontario, which is given to CPA’s, 34 years old or younger, for making significant contributions to both their work place and the community. 

https://www.linkedin.com/in/jacobmilosek/

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