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, DFA-Tax Services Specialist
President
Shawn began his career with The Accounting Place in 2006. He continues his studies and is working toward his CPA designation. 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, personal and corporate, 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.
Eugenia Vacar, DFA-Tax Services Specialist
Accounting and Taxation
Eugenia began her career with The Accounting Place in 2001, and after briefly leaving the firm in 2008, she rejoined The Accounting Place in 2012.
Eugenia has always been very dedicated to identifying the needs of our clients and ensuring those needs have been fulfilled.
Eugenia’s primary focus is to provide our clientele with accurate bookkeeping and payroll services, as well as efficient tax planning and income tax returns.
Always professional and courteous, Eugenia takes great pride in delivering exceptional service to the clientele at The Accounting Place.
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
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!!!
Lori Mckay
Bookkeeping and Accounting
Lori has many years of Accounting Experience as a Controller at Automotive Dealerships and Bookkeeping for diverse small businesses and Non-profit Organizations. She has taken many Business Courses and has recently updated her education - completing McMaster University’s Accounting Diploma Program, which included Personal and Corporate Tax courses. With both Accounting and Customer Service experience, Lori looks forward to joining the excellent Accounting team to meet the Bookkeeping needs of our clients. Lori is working towards her Certification with the Canadian Payroll Association.
Lori travelled all across Canada for 4 years, Installing and training Accounting, Payroll and Sales Programs – converting data, setting up the accounts, schedules, specifications and reports for the new Programs. Lori is also QuickBooks Online Advanced Certified and is available to help clients with their software questions.
Lori loves to laugh; she can generally be found socializing with family and friends over a cup of coffee or swimming in her free time.