Biography

Rosa Maria graduated from the University of Waterloo with her Masters in Accountancy in 1998, and obtained her CA designation in 2000 and became a Fellow in 2020. Rosa became a partner in the Taxation Services Department of Baker Tilly Ottawa in 2008.   A well rounded senior accounting and business leader, FCPA, FCA with over 20 years of experience providing taxation and financial advisory solutions to proprietorships, partnerships, owner-managed corporations, not-for-profit organizations and high net worth individuals.

Rosa completed of the CICA In-Depth Tax Course in 2001, the CICA GST In-Residence Course in 2003 and the CICA Corporate Reorganization and International Taxation Course in 2004.   Rosa leverages wide-ranging taxation experience that spans industries including retail, manufacturing, franchising, construction, professional services, real estate, hi tech, R&D, medical, dental, not-for-profits and charities.

Rosa specializes in providing income tax, commodity tax, and financial planning advice to proprietorships, partnerships and owner-managed corporations as well as not-for-profit organizations.    She leads a tax practice that empowers clients in areas such as succession planning,  wealth, retirement, financial management planning, compliance,  and identifying/quantifying claims for eligible scientific research and experimental development activities.   She has direct experience helping clients deal with complex estate planning and succession issues.

An excellent speaker, Rosa  is an active lecturer, seminar leader, media contributor and guest speaker on tax-related topics including small business start-up, general tax and financial planning for small-to-medium sized businesses, employment versus self-employment, GST, and financial planning/wealth management;

Winner of Institute of Chartered Accountants of Ontario’s Award of Distinction and Ottawa Business Journal’s Top Forty Under 40 Award, as well as the 2014 Women's Business Network Professional Businesswoman of the Year.