A unique idea becomes an Edmonton success story
In 1994, Robert Graham had a unique idea for tax services. Frustrated with the limitations of an office appointment, he wanted to get to know his clients, to remove some of the formality of an office setting , and to make his clients tax experience convenient and personable. Why not offer a service that truly saves time and stress, by providing personal tax services in the comfort of his clients home? Rob had been providing this kind of convenient service to his corporate clients from the beginning, it only made sense to offer this same level of service for personal tax preparation.
The response in the first year alone was amazing. Relying almost wholly on word of mouth and client referrals, Rob and his team were busy all over the Edmonton area. In the beginning, appointments were booked by dividing Edmonton into 4 quadrants. As the client base increased and the demand for this kind of personalized tax service grew, Rob developed a postal code system for scheduling appointments.
We think the success of At Home Tax can be attributed to our knowledgeable tax specialists and personal friendly service. Rob's desire to connect with his clients has blossomed into one of the most successful tax preparation business in Edmonton.
We are looking forward to our next 20 years!
Robert Graham, B.Com., C.A. (Owner)
Robert graduated from the University of Alberta in 1980 with a Bachelors of Commerce, and received his Chartered Accountant designation in 1983. Rob's experience over the last 33 years spans everything from general accounting to Vice Presidents-Finance, to personal tax planning and preparation. He has significant experience in both personal and corporate planning and taxation, and continues to stay up to date with yearly tax courses and workshops. Rob provides services to our personal and corporate tax clients, as well as reviewing every tax file that we prepare.
I am engaged to Robert Graham. The role of office administrator is a new position for me. Overseeing and ensuring that everything is running on schedule and that our tax preparers have what they need to provide you with the best service possible. As well, I mail out your tax summary after it has been reviewed and filed with Revenue Canada.
Dawn received her diploma in accounting from Grant MacEwan in 1992, and has been working in accounting since then. She was the first accountant to join Rob and has been with At Home Tax for nearly 12 years. Dawn's friendly and efficient manner has helped her develop a large and dedicated client base. Dawn is one of our Edmonton tax specialists.
Shelley has worked in accounting for the past 25 years. In 2008 she received her accounting certificate from NAIT and continues to expand her knowledge with ongoing tax service courses. Shelley has met some great clients since joining the At Home Tax team and looks forward to assisting them each year. Shelley is our tax specialist for the Sherwood Park area.
Julie West, B. SC. Math
Julie has been an accounting professional for the past 18 years. She holds a B SC in math, and has continued her training with level 1 and level 2 bookkeeping through NAIT, as well as numerous tax courses; including small business, employment expenses, rental farms, investments, and more. Julie enjoys meeting with clients, and combines professionalism with a personal touch. Julie is our tax specialist in St. Albert.
Alison is the Front-End Administration team member. She assists clients by booking our tax specialists to prepare their returns and directing client enquiries as needed. Alison is the first step in having your tax return prepared by the highly qualified and friendly At Home Tax team.