Jay Goodis, CPA, CA
Chief Executive Officer, Co-founder
Tax Templates Inc.
Email: jay@taxtemplates.ca
Location: Aurora, ON, Canada
Contact: 1-800-501-8159
Professional Background
Jay Goodis is a professional accountant with substantial expertise in Canadian taxation, supported by nearly a decade of practice in national and mid-market accounting firms. He specialized in tax planning and compliance for individuals, trusts, and private corporations. Jay has also demonstrated a strong capability in process improvement, having led the rebuild of numerous internal operations to achieve significant efficiencies, time savings, and superior recoveries.
Company Overview: Tax Templates Inc.
Tax Templates Inc. (TTI) focuses on developing industry-leading tax planning and accounting software solutions tailored for Canadian tax professionals. The company's products aim to revolutionize the way tax calculations are performed, enhancing both accuracy and efficiency.
Key Achievements
- Co-founder and CEO of Tax Templates Inc.
- Recognized as an Emerging Leader by CPA Ontario in 2018.
- Former Vice President of the York District CPA Association.
- Served on various committees for the Canadian Tax Foundation.
- Regular conference and seminar speaker at notable forums such as CPA Canada, CPA Ontario, Canadian Tax Foundation, and more.
- Invited to testify to the Standing Committee of Finance on Federal Budget consultations and recommended tax policies.
Contributions to the Industry
Jay has made considerable contributions to the CPA profession, including developing innovative tax software that supports the efficient completion of tax planning and accounting calculations. His software solutions aim to address the complex challenges faced by tax professionals and enhance their workflow efficiency. Key features include:
- Accurate and reliable results tested against actual client working papers.
- Ease of use with Excel-based templates that are straightforward to integrate into existing workflows.
- Emphasis on consistent and streamlined workflow, incorporating diagnostic tools and review features.
Professional Engagements
- Co-host of "Canadian Tax Matters", a professional development webinar series.
- Moderator of "#Trending in Tax" series with CPA Canada, focusing on recent tax legislation changes.
- Speaker at various specialized forums and webinars addressing trending tax topics and their implications on professional practice.
Recent Activities
- Highlighted the impact of the capital gains inclusion rate increase, advocating for proactive tax planning.
- Continues to be involved in public speaking and education through platforms such as CPD Formula and Luminari.
Contact Information
For further inquiries or professional engagements, contact Jay Goodis via email at jay@taxtemplates.ca or by phone at 1-800-501-8159.
