For Accountants
A tax lawyer in your back pocket — for the moments accountants need one.
When a client matter exceeds the scope of accounting practice — gross-negligence penalties, tax court, voluntary disclosures, or solicitor–client privilege — we provide co-counsel without competing for your client.
How we work with you
Co-counsel, not competition.
We do not prepare returns. We do not provide bookkeeping. Your client stays your client — we step in only on the legal side.
- Solicitor–client privilege protects your client's communications
- Voluntary Disclosures Program drafted under privilege
- Tax Court of Canada appeals (Informal and General Procedure)
- Notice of Objection drafting and CRA Appeals negotiation
- Director's-liability and Section 160 defence
- Ongoing legal support for ambiguous CRA correspondence
Partnership program
Two ways to engage.
Refer-and-collaborate
Refer the legal portion of a file to us. We engage your client under our retainer, work in coordination with you, and bring you into communications where helpful.
Engage-as-counsel
You retain us as legal counsel on behalf of your firm or client. Once retained, communications fall under solicitor–client privilege.
Resources
Tools we share with our accountant partners.
- VDP eligibility checklist
- Notice-of-Objection drafting templates
- Director's-liability defence playbook
- Net-worth-audit response framework
- Cryptocurrency tax issue tree
- Cross-border (US/Canada) flagging guide
We're on it
Set up an introductory call.
Call us at 1-877-882-9829 or book a free consult — we'll tailor the partnership to how you practice.