Your Accounting, Finance & Tax Team
Meet your team of business and personal financial accounting and tax specialists from Stoney Creek, just outside of Hamilton.
Alan Rowell, RWM, MFA, DFA-Tax Services Specialist
Since 1999, when Alan formed The Accounting Place, he has saved small business owners literally hundreds of thousands of dollars in income taxes through his savvy interpretations of the tax laws.
He's helped countless individuals and business owners structure, operate and organize their financial affairs to their best overall advantage.
With over 40 years of experience in taxation and financial services industries, Alan has developed a unique ability to translate taxation language into plain English.
He never hesitates to dig deeper and ask for clarification and interpretations from Canada Revenue Agency, or challenge their position.
Shawn Rowell, PBA, DFA-Tax Services Specialist
President
Shawn began his career with The Accounting Place in 2006. In 2007 he obtained his Distinguished Financial Advisor (DFA-Tax Services Specialist) designation with honours through The Knowledge Bureau.
His attention to detail and exceptional analytical skills ensures that each client receives clear, concise, tax efficient advice that is tailored to each individual’s situation for both Corporate and Personal tax scenarios.
He enjoys not only playing hockey for recreation but he is also an avid Montreal Canadiens fan, causing him much teasing around the Leaf fan base situated in the office.
Allison Loureiro, DFA-Tax Services Specialist, ACS, ALHC
Personal Taxation
Allison started her career with The Accounting Place in 2003. Her main focus is on the personal tax issues of our clientele. Allison prides herself in attentively listening to our client’s needs and providing invaluable advice. Her strong customer service skills, when paired with her knowledge of the Income Tax Act, will ensure that anyone who walks into our office will receive courteous assistance with their financial affairs.
In 2006, Allison earned the Distinguished Financial Advisor (Tax Services Specialist) designation with honours from The Knowledge Bureau. Allison stays up to date on the latest changes to the Income Tax Act by attending several tax workshops and conferences each year.
Melissa Schaeffer, RWM, DFA-Tax Services Specialist
Accounting and Taxation
Melissa joined the Accounting Place in July of 2016 after graduating from Mohawk College of Applied Arts and Technology with an Honour’s Diploma in Executive Office Administration. Melissa attained both her RWM and DFA-Tax Services Specialist designations in January 2019.
Melissa is beginning her career in financial services, bringing with her 5 years of experience in the service industry. She has strong interpersonal skills and understands the importance of customer service and satisfaction.
Melissa is a strong supporter of the Hamilton Tiger Cats and spends her spare time with friends and family in a number of outdoor activities including, canoeing, quadding and farming.
Jeet Kumar, RWM, MFA-Business Services Specialist
Accounting and Taxation
Jeet joined The Accounting Place in February of 2018. He is a 2009 McMaster University Alumni, graduating from The DeGroote School of Business with an Honours degree in Accounting and Economics.
Jeet brings with him has over 5 years experience in the Accounting / Finance Industry. His comprehensive knowledge of the Income Tax Act and understanding of what it takes to achieve your personal and business goals makes him a reliable partner who will help you plan, develop and execute on both your personal and business tax needs.
Jeet is always open to talking business. Whether it is personal or business finance, debt management or investments, he always has an opinion. Jeet is also proud supporter of the Toronto Raptors, Lets Go Raptors!!!
Jeneva Smith, DFA-Tax Services Specialist
Personal Taxation
Jeneva briefly worked in Mortgage Administration before returning to school and graduating at Mohawk College with an Honour’s Diploma in Business Accounting. Jeneva gained experience in a co-op position at Scotia Wealth Management where she prepared trust and estate tax returns. Since starting at The Accounting Place in September 2019 Jeneva completed an Advanced Tax Filing and Planning course with Honours.
Jeneva is a highly professional and organized individual who consistently provides accurate work while paying attention to detail. Jeneva hopes to further develop her skills in Taxation while perfecting her current knowledge.
Jeneva enjoys learning new activities as well as spending time with family, friends and travelling.
Mike Rowell
Personal Taxation
Mike is enthusiastic and passionate about assisting business owners with the organization of their financial transactions. He began his accounting career in 2014 and has a significant amount of experience in a number of different business industries.
Since joining The Accounting Place in 2019, he has taken great pride in assisting our clientele with their financial needs. In his spare time, Mike is often performing with his Motown/Soul/RnB Band and playing goalie in a local recreational hockey league.
Samantha Marchionda
Accounting Technician
Samantha joined The Accounting Place in 2016 as a co-op student, while returning to the firm for five consecutive tax seasons. In 2021, Samantha became a University of Guelph Alumni graduating from Gordan. S. Lang School of Business and Economics receiving a Bachelor of Commerce with Honors, while majoring in Accounting and minoring in Human Resources.
Samantha is excited to begin her career in the accounting field. Samantha aspires to acquire her Chartered Professional Accountant Designation (CPA) in the near future and become an essential asset to the team. She is always eager to assist clientele efficiently with a smile on her face.
Samantha enjoys her free time with family and friends or cheering on her Pittsburgh Steelers. Samantha prefers to spend her tax refunds on vacations or visiting different parts of Canada.