How does one get to be a tax geek?
Invest over a decade with clients making sure their tax processes and departments run smoothly.
Work on loads of M&A. Plus, prepare and review lots and lots (and lots and lots) of
Be cost-effective while integrating accounting, compliance, governance and resources.
I was a small-town kid with big city hopes landing in Toronto after university. Articling at CA firm, I worked in the “small business group” which meant I was exposed to many kinds of businesses – chemical producers, horse farms, magazines, TV stations, health care providers… and the list goes on. And although I can’t remember the ins and out of every industry now, the experience gave me the agility to grasp a new industry quickly – it was always a new puzzle to figure out. Then came my capital markets days, more puzzles to solve with larger clients, larger teams and new asset classes.
In the end what brought me back to tax is the constant challenge of solving puzzles and integrating the pieces for my clients. What experience (and age!) have taught me is that I can take a complex problem and break it into smaller simpler pieces; ones that are more manageable for clients and me to tackle together.
I have worked with Ana Sainz for over ten years. Her professionalism, competence and high standards of customer service are first-class. The quality of her work, the depth of the tax research she performs in completing the assignment are extremely impressive. Definitely, a tax service provider that puts the customer first” – JS
Highly professional, proactive and dependable is how I would describe Ana Sainz of the Claret Partners. During my 13 years working in Finance, I had the opportunity to engage with Ana on a variety of tax related projects. In this time, I’ve found her to be extremely knowledgeable, resourceful and willing to dig into the details.
Knowing that Ana could handle and resolve all tax related issues with minimal effort on my part, allowed me to focus on my day to day responsibilities and saved me significant overtime. Always ensuring that projects were completed on time and looking for ways to improve processes, I found Ana to be an invaluable resource.
I have and will continue to whole heartedly recommend Ana’s tax services.” – SG