What I Do
Services and FAQs
Life? Busy. Hotel? Trivago. Taxes? Right here.
About Me:
Ken Lee, PFA is a Financial Advisor and Tax Planner based in both Toronto and Hamilton. As the Principal of KLee Tax, I am deeply passionate about empowering individuals and not-for-profit corporations to navigate the complexities and opportunities within the Canadian tax system. I provide tax preparation services and tax advisory services to individuals and not-for-profit corporations. Through my work, I strive to simplify the tax landscape, bringing clarity, coordination, and expert advice to every dimension of my clients’ tax affairs. I ultimately aim to help clients make strategic decisions in minimizing their tax liability, enabling them to achieve their financial goals.
My research interests centre in evaluating the efficacy of Canada’s tax policies and exploring how we could apply other countries’ tax policies to improve the fairness and effectiveness of the Canadian tax system. I also write MaxMillions with Ken, a publication that aims to make insights on key and relevant Canadian tax/financial policy accessible to all interested Canadians.
In my free time, I enjoy listening to Canadian heartland rock tunes — Bryan Adams and Jim Cuddy are some of my favourite artists — and exploring the many beautiful sights this country has to offer. Proudly Canadian — go Leafs! 🍁
Taxes 101
All you need to know about the Canadian tax system
MaxMillions with Ken
Your premier source for trusted tax advice and up-to-date financial news
Don’t just take our word for it:
As a new student-led non-profit, managing our finances and all the forms wasn’t easy for our team. Fortunately, KLee Tax went above and beyond to ensure every detail was handled with care and precision. From filing our corporate taxes to advising us on our numerous regulatory requirements, Ken’s dedication saved us countless hours and stress and allowed us to focus on what truly matters — our community ventures. We are all incredibly grateful for his expertise and generosity. His commitment to supporting community-based non-profits like EchoHorizon truly reflect the values we strive to embody.
As a first time tax-filer and new adult, everything was very confusing to me at first. I did not know where to start, which website to use, what information I’d need, etc. But, Ken was able to easily help me with everything. He was able to access MyAccount, file my first taxes, and also give me a chance to learn a lot more about this new part of life. At the same time, Ken is able to respond to my messages and resolve my problems with little to no wait time. Would highly encourage everyone to reach out to him, especially for any new tax filers like me!
— O.T.B., Toronto