About Us

We provide stress relief from US tax through simple and affordable tax preparation and advisory services. 
Leadership Team
Ian Davis, EA, Founder

Mark Stovel, CPA, CA, Canadian Tax Leader1

Born and raised in Calgary, Ian has always looked for ways to help improve the financial lives of others. At 11 years old, he started a small loan operation, lending his saved money to his older siblings at 10% interest.


When attending university, Ian began a small business preparing tax returns for Canadian university students in the United States. He also assisted Canadians living in the United States with receiving US student financial aid. Ian earned a Bachelor of Science (Dean’s list) from Utah Valley University.


Ian has worked in Finance and Accounting capacities for several Fortune 500 companies, as well as working in the Tax department for EY (Ernst & Young) in Calgary. 

Ian has the Enrolled Agent designation and is a former IRS Auditor (Revenue Agent), who specialized in audits of small businesses and their owners. Currently, Ian is Canada's only former IRS Auditor. 

Enrolled Agents are the only federally licensed US tax practitioners who are allowed unlimited representation rights before the IRS.


Enrolled Agents are required to pass a three-part examination in US tax, tax planning, and representation before the IRS. They are also required to pass a federal suitability check, and annual continuing education requirements.

Ian is also a member of the Canadian Tax Foundation. 


Ian assists and supports activities supporting those with disabilities throughout the community. 


Ian currently lives with his family in Calgary.


To learn more about the EA designation, please visit:




As a son of a tax practitioner, Mark has been around taxes for a long time. Nowadays, much to the dismay of Mark’s wife and mother, the latest tax legislation is a frequent conversation at family gatherings.


Mark received his Bachelor of Commerce degree in Accounting from the University of Calgary in 2010. He went on to complete his CPA, CA designation while working at EY (Ernst & Young) in 2013. In 2014 Mark became the controller of a small manufacturing company.


With his family, Mark enjoys being active outside. In his other life, Mark also enjoys setting tiles and working with wood.


Marks travels have covered Europe and South America. He spent two years in Argentina. 


Mark has held various leadership positions with the following non-profit organizations:


  • Scouts Canada

  • Outlink Calgary

  • Crohn's and Colitis Foundation of Canada, Calgary Chapter


Mark and his family currently live northeast of Toronto. 


1 Services are provided through Gyroscope Accounting, a Professional Corporation. 

Kate van der Merwe, Office Manager

From Nunavut, Canada to Pretoria, South Africa, and across the Caribbean- Kate has lived and worked throughout the world. She uses these diverse experiences to ensure exceptional customer service across our organization.

She lives in Calgary with her wonderful husband and four children.

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