Meet Dr. Waqar Naqvi
Dr. Waqar Naqvi is the principal of Tax Return Filers and its lead tax consultant, guiding the firm’s tax planning, compliance decisions, and client escalations. He holds a PhD in Finance, an MPhil, an MBIT, and a Master of Finance from Queen’s University’s Smith School of Business, along with professional designations in accounting and financial consulting and a Canadian Securities Certificate. With more than 16 years across accounting, tax consulting, and financial advisory, he leads files that range from a T1 return for a first time filer to a cross border departure tax case for a client leaving Canada.
Dr. Naqvi built his cross border expertise working through the tax questions that come with people moving in and out of Canada. He advises clients filing a departure tax return, applying for a certificate of compliance under section 116 of the Income Tax Act, or reporting worldwide income for the first time as a new resident. His work with corporate clients covers T2 filings, tax planning under current federal and provincial rates, and the incorporation decisions that shape a business’s tax position for years afterward.
Beyond client files, Dr. Naqvi teaches investment finance, financial planning, and tax planning as a visiting professor at Canadian universities, and he reviews academic papers for finance journals in his own time. That academic footing carries into his consulting work, where he has served as a fractional CFO and CEO for growing businesses, handling financial modeling, business valuation, and cash management alongside the tax side of a file. Clients working with Dr. Naqvi get a tax consultant who also thinks like the finance leader making the decisions behind the numbers.
