About Our People

Joshua Smith

CPA,CA
Partner

“I like the fact that every day, I feel like I am helping someone achieve their goals by helping them minimize their taxes or providing them advice about their situation.”

Joshua Smith is the partner who leads the business incentives practice at Welch LLP, a group focused on maximizing cash flows for clients through the use of Scientific Research and Experimental Development, Ontario Interactive Digital Media and other tax credit claims as well as other business incentives.

Joshua is also the leader of the health specialists team at Welch, a group focused on providing proactive tax minimization strategies, corporate structuring and succession planning to doctors and other medical practitioners across all specialties. This group focuses on providing full service solutions to medical practitioners, allowing the medical practitioners to focus on the services they provide.

Joshua has helped hundreds of companies across Canada plan and prepare successful SR&ED tax credit claims in industry sectors including software, hardware, manufacturing, design and pharmaceuticals. Joshua’s in depth knowledge of the income tax rules and regulations combined with his SR&ED expertise allows him to provide advice to help companies maximize current and future cash flows from tax credits and other government funding sources.

In his tenure at Welch Joshua has helped hundreds of companies across Canada in all industry sectors maximize their financial performance through proper planning and optimization including pre-mortem and post mortem plans, family trusts and complex corporate structures.

Joshua co-authors the annual CPA Canada Tax Update course, a course designed to keep tax practitioners informed about the latest developments in tax legislation and application. Joshua has also written numerous blogs and articles providing insight into SR&ED, OIDMTC, tax rules and tax planning.

Joshua is a board member and treasurer of the Maple Leaf Chapter of the Association of Old Crows, an organization promoting the sharing of new ideas and information and the dissemination of new research and knowledge in the fields of Electronic Warfare and Information Operations throughout Canadian government, industry and academia.

As both a board member and Chartered Member of TiE Ottawa, an organization dedicated to fostering entrepreneurship in Ottawa and globally through mentoring, networking, education, incubating and funding programs, Joshua has provided guidance, advice and support to many entrepreneurs.

Quick Facts

Joined Welch in

2006

Education

Bachelor of Commerce, University of Ottawa

Associations

CPA Ontario, CPA Canada

Specialties

SR&ED, business incentives, deceased taxpayer, tax planning

Favorite quote/ Words of Wisdom

The truth never changes.

Community involvement

TiE, ICOBC, BBC

Hobbies/ talents

Hockey, cars, hunting, fishing

Favorite books (or authors)

Dark tower series by Stephen King; Sharpe Series by Bernard Cornwell

Most memorable vacation

Driving through the streets and country roads of Ireland

Location

Ottawa

Phone

613-236-9191 #149

LinkedIn

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Twitter

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Industries

Clinics
Construction
Dentists & Orthodontists
Doctors
Health Care
Manufacturing
Media & Entertainment
Real Estate
Surgeons
Technology

Services

Tax

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