Moodys Tax Advisors Announces Expansion Under New Leadership Team

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 representation."

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 solving.

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 tax profession.

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 or find us on twitter: @moodystax

SOURCE: Moodys Tax Advisors

For further information:

For media inquiries, please contact:

Dale Franko (Managing Partner)
D 403.693.5116

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Moodys Tax Advisors

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