CALGARY, Dec. 6, 2012 /CNW/ - Moodys Tax Advisors ("Moodys") is pleased to announce that it is under new leadership, and expanding
to include three offices in two countries across the continent. Kim
Moody, Dale Franko (Managing Partner), Roy Berg and Greg Gartner form
Moodys' powerful new partnership, and are excited to complement their
Calgary, Alberta office with presence in Edmonton, Alberta, and
Buffalo, New York.
"We're very excited for this strong partnership to help even more
individuals and their corporations with cross-border and Canadian tax
issues, and we've got a renewed energy and focus for our existing
clients," said Dale Franko. "Our clients require results, whether
their tax needs are in Canada, the US or both. Our job is to get those
results," added Roy Berg, leader of the Canada-US tax group.
Moodys does only tax - it is the singular focus of its services. With
an ensemble of affiliated Canadian and US lawyers, Certified Public
Accountants and Chartered Accountants, the team works in unison to
deliver grounded and innovative solutions.
"It is our Canadian and US operation that allows us to do this,"
elaborated Kim Moody. "Our clients look to us to identify areas of
risk and opportunity, and create plans that yield the right balance of
protection, optimization and compliance to suit their specific
circumstances. And we do this in plain English, not Tax Act talk."
Moodys Tax Advisors is a coordinated strategic offering delivered
through three affiliated entities working together. While the DNA of
the service offering consists of three separate entities (Moodys LLP,
Moodys Gartner Tax Law LLP and Moodys US Tax Advisors) the end result
for the client is sage expertise smoothly delivered. Moodys is built
to serve the most successful individuals and businesses. At Moodys, it
is all about tax.
"Opening offices in Buffalo and Edmonton will allow us to better serve
our existing client base," commented Greg Gartner, who will be managing
the Edmonton office. "As our clients' needs continue to grow, we felt
the need to support their growth by expanding our geographical
The new office locations are set to open in January 2013.
About Moodys Leadership Team:
Dale Franko CA, CPA (IL, USA), TEP subscribes to the theory that there is a solution for every problem, you
just need to think smart, know your facts and employ creative problem
Greg Gartner CA, QC thrives on finding new and innovative ways to make it happen. He will
find a way to close the deal, and he will not stop until he has looked
at things from every angle and found the right solution.
Kim G C Moody CA, TEP is driven to innovate new and better ways to do things, for the clients
he serves, the advancement of the firm, and other professionals in the
Roy A Berg JD, LLM (US Tax) has shoulders that are strong, an attitude that is confident and
strategies that are innovative and sound. This is a guy that has spent
time in the IRS dispute trenches.
For further information, please visit moodystax.com or find us on twitter: @moodystax
SOURCE: Moodys Tax Advisors
For further information:
For media inquiries, please contact:
Dale Franko (Managing Partner)