Jacob Milosek

Work with Jacob: Accounting Services, Succession Planning, International, Tax, Corporate Tax, Personal Tax, Tax Audit, Research and Experimental Incentives, US Cross-Border Tax

Partner

Connect with Jacob

(613) 235-2000 x 2570

jacob.milosek@hwllp.ca

“The government insists that all taxpayers should pay their fair share of tax. I agree with them, however, my view of “fair share” is a bit different! I take great pride in helping taxpayers navigate our complex tax system and working with owner-managed businesses to try to minimize their overall tax burden.”

Jacob works with a diverse client base and provides a wide variety of services to businesses and business-owners in countless industries. As an income tax specialist, he can assist you with income tax and estate planning, corporate reorganizations, case specific research, and making representations to tax authorities in connection with audits and appeals.

As an avid sports fan, Jacob enjoys organizing firm social events and office pools. In 2019, Jacob helped to organize a T-ball program in conjunction with Corkery Community Association and has served as coach and coordinator since. The t-ball league has been incredibly popular and has now grown to include a baseball league for 7 and 8 year old children. Jacob also serves as the treasurer for the Corkery Community Association.

Jacob graduated with highest honours from Carleton University in 2008 and joined Hendry Warren shortly thereafter. He obtained his CA in 2009 and completed the In-Depth Tax Course in 2013. He is a member of The Canadian Tax Foundation and is a board member of the Ottawa Estate Planning Council. He is currently serving as the course coordinator and as a lecturer for CPA Canada’s Income Tax for the General Practitioner course which provides tax training to CPAs from across Canada.

Recently, Jacob was awarded the Forty Under 40 award for his contributions to the Ottawa Business Community. In 2018, he received the Emerging Leader Award by CPA Ontario, which is given to CPA’s, 34 years old or younger, for making significant contributions to both their workplace and the community.

View LinkedIn Profile for Jacob Milosek

Jacob's Services

Accounting Services
Succession Planning
International
Tax
Corporate Tax
Personal Tax
Tax Audit
Research and Experimental Incentives
US Cross-Border Tax

Testimonial from Rob Waterman - President at Waterman Sales Ltd.

We have been in Business since 1992 and had an accountant who was a family friend. When he retired, we needed to find a new accountant. Jacob at Hendry Warren was recommended to us through our Lawyer. We met with him and were impressed immediately; over the years we have gotten to know more of the staff and are equally impressed. They have done our company taxes, company valuations, share purchases, tax planning, covid relief, personal taxes, etc. All of which have gone very smoothly. Hendry Warren is aware of new legislation and has helped us grow as a company.

Rob Waterman (President at Waterman Sales Ltd.)

Testimonial from Lynn LaHam - CPA, CGA, Crossroads Children’s Centre

Hendry Warren is a very professional organization who are very sensitive to client needs and timelines. Marie Fraser and all of the staff that I have met and worked with exhibit the same degree of courtesy and professionalism. It is always a pleasure working with them.

Lynn LaHam ( CPA, CGA, Crossroads Children’s Centre)

Testimonial from Chris Jerome, Treasurer - Habitat for Humanity – National Capital Region

Hendry Warren LLP has been easy to work with, dependable, personable and professional and are always available when we need them. The annual audit process is efficient and timely and their staff is always knowledgeable and well prepared.

Chris Jerome, Treasurer (Habitat for Humanity – National Capital Region)

Testimonial from Don Silverman - CFO Sciemetric

From the partners to the new graduates, the quality of service and advice were second to none…we rely heavily on the advice we are given from both an audit and tax perspective…I know that our firm can count on Hendry Warren LLP to be accurate, timely and professional at all times.

Don Silverman (CFO Sciemetric)

Testimonial from Gordon Miller - President, UNIGLOBE Premiere Travel

In every instance where advice or assistance has been needed it has been provided with clarity and timeliness. And with a very satisfactory outcome. Our accounting staff have always appreciated the efficiency of Hendry-Warren team assigned to our audits and review engagements. We appreciate that Hendry-Warren LLP is able to support our needs as a paperless group of companies.

Gordon Miller (President, UNIGLOBE Premiere Travel)

Testimonial from Les Bell, - CPA, CA, President, Lincoln Heights Ford Sales Ltd.

Ian Hendry is a truly responsive and responsible partner in our business and has been for over 20 years. I would (and have) recommend his services to everyone.

Les Bell, (CPA, CA, President, Lincoln Heights Ford Sales Ltd.)

Testimonial from Colin Goodfellow - field_5cebff5066bfc

I have used Marie Fraser and her team at Hendry Warren for business, personal and special projects. Deep enough bench strength to cover anything, and small enough to pay attention.

Colin Goodfellow (field_5cebff5066bfc)

Testimonial from Rupert Bonham-Carter - field_5cebff5066bfc

Jacob has been invaluable over the past 18 months in assisting with the incorporation and start-up of my new business venture. I trust Jacob's advice on complicated income tax and HST matters to allow me to focus on what is most important - my business!

Rupert Bonham-Carter (field_5cebff5066bfc)

Interested in Working with HWLLP?