As we step into 2026, we would like to take a moment to thank you for being an essential part of our journey. We would like to wish everyone a Happy New Year with a wish for happiness, health and success, as we work together to achieve our combined goals.
A friendly reminder to ensure you send us your confidential tax documents via a secure method. Our preferred choice is through our secure Rolfe Benson iFirm PORTAL. If you’ve not signed up, now is a great time to do so. Please contact the administration group at admin@rolfebenson.com (subject line: Portal Registration) or the Partner in charge of your file to help get you started. Please do not send us unsecured documents with your SIN, BN or other sensitive, confidential information. This puts you and potentially everything associated with your sensitive documents at risk for identity fraud.
We have some exciting RB News to share with you! Lucy Li, Amy An and Steve Kwalk successfully completed CFE. Jade Roque, Nick Pearce, Sam Routledge and Annie Washington were recently promoted to Managers in our Accounting and Assurance group and Audrey Chan was promoted to Director of Tax. We are fortunate to have many great staff that work hard to meet deadlines and provide ongoing support to all our clients. We will continue to invest in our people so they can excel in their roles, but most importantly, provide expert advice to you, our clients.
We are excited to welcome three fulltime CPA students and five co-op students who joined our firm on January 5, 2026. These talented individuals bring fresh perspectives and enthusiasm as they begin their professional journey in public practice. Over the coming months, they will be working closely with our teams across tax, assurance, and advisory services, gaining hands-on experience and contributing to client success. Please join us in extending a warm welcome as they embark on this important step toward their CPA designation.
Personal Tax Season is just around the corner. Please start collecting and organizing your personal tax materials for this busy season. Once all of your materials are collected, please submit them together through our secure Portal. Please visit rolfebenson.com, select “client centre” then “client portal”. If you need assistance, please contact your Partner’s Executive Assistant for help. Please feel free to reach out to us with any questions you may have and keep your eyes open for our personal income tax Welcome Package in early March!
Aaron Kuzik
Managing Partner
