About Moodys Private Client

We do more than provide tax, legal, and accounting solutions.
We help you understand them.

Simplify the journey ahead

We understand that no two individuals are the same. Your needs are distinctive and unique, whether you’re a bright, fresh-thinking entrepreneur or have already built wealth through decades of hard work and success. We also know that the journey is long and that we may meet you at any given stage.

The relationships we have with our clients are the foundation of everything we do. We take a personalized approach with every client, striving to build a relationship and a personal and professional connection. This not only ensures we understand what is important to you beyond dollars and figures, but it is also what gives us the most pride in our work, and it is what makes us unique. We work with you to identify the strengths, dangers, and opportunities unique to your situation and do more than provide solutions: we help you understand them.

No matter where your interests lay or how complex your situation, Moodys Private Client offers solutions to simplify the journey ahead.

Moodys Tax Law

Cross-border personal and corporate tax law delivered by a team of Canadian and US lawyers. Our team designs tax strategies tailored to you and implement solutions that simplify the increasingly complex tax world for those with personal or business interests on either side of the Canada/US border, regardless of where you live in the world.

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Moodys Private Client Accounting

Cross-border tax and accounting services delivered by a team of Canadian Chartered Professional Accountants and US Certified Public Accountants. We listen, learn, and act on your behalf to ensure your personal or corporate financial situation is taken care of.

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Moodys Private Client Law

A team of Canadian and US lawyers focused on business law, immigration law, and trust and estate law, from simple everyday personal legal requirements to complex corporate matters. We offer sophisticated, tailored solutions you can trust, backed by an exceptional client experience.

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Moodys Tax+

Our premium service and the perfect tax resource for lawyers, accountants, financial advisors, and business professionals. Moodys Tax+ Members enjoy VIP benefits, including dedicated access to our team for tax assistance, priority registration to Moodys Private Client webinars, and the first look at exclusive content related to contemporary tax issues.

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Meet Our Leaders

Kim G C Moody

Moodys Private Client

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Kenneth Keung

Moodys Tax Law

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Shauna Walsh Cann

Moodys Private Client Accounting

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Doug McCartney

Moodys Private Client Law

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Alexander Marino

Renunciation

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Personal Tax Planning

As your financial situation grows and evolves, so does the complexity of your tax situation.

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Cross-Border Tax

Planning and strategy for Canadians and Americans living or working across the globe.

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Corporate Governance

Essential for any business with multiple people sitting on their board of directors.

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US Citizenship Renunciation

Is now the time to renounce your US citizenship? Make the right decision for you and your family.

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Kim G C Moody is quoted in the Investment Executive on the “misleading” June 30 press release regarding Bill C-208: Investment Executive, July 20, 2021

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Bill C-208 has caused some confusion for business owners wanting to sell. Kim G C Moody joined Dave and Faisal on More Than Money (July 17, 2021), to break down what this bill is and its tax implications. Listen to the episode

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 “I tend to think this is going to be a huge spend budget…” Kim G C Moody  is quoted in an article in the Globe and Mail on what to watch for in the federal budget, April 15, 2021. (Subscription Required)

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Kim G C Moody is quoted in an article in the Edmonton Journal about his keynote remarks at the Alberta Chamber of Commerce, March 24, 2021

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“We need a budget. We need a plan.”
Kim G C Moody is quoted in an article, “Warn on 1.83T Debt Ceiling,” March 18, 2021, on Blacklock’s Reporter (Subscription Required).