Our Firm
A boutique tax firm with a national footprint.
Barrett Tax Law was founded in January 2009 by Dale Barrett. Since then we have represented over 15,000 clients across Canada in disputes with the Canada Revenue Agency, voluntary disclosures, Tax Court appeals, and corporate tax planning.
What makes us different
Boutique by design.
We are a focused tax-and-corporate practice. We don't sell you general legal services — we solve a specific problem better than a full-service firm can.
- Every lawyer in the firm focuses on tax
- 15,000+ clients represented since 2009
- Solicitor–client privilege from the first call
- Free consultation on most matters
- We start within 24 hours of retainer
- Offices and local lines in 7 Canadian cities
- Consumer Choice Award 2021 winner
Our approach
How we work.
01
Listen first
Your first conversation with us is free and confidential. We listen to the full story before we suggest anything.
02
Map the file
We map every CRA letter, deadline, return, and communication into a single timeline. You see the whole problem.
03
Set strategy
We give you a written strategy and a fixed-fee quote. You decide whether to engage us before signing anything.
04
Execute
We handle the CRA. You go back to running your life or your business while we do the work.
05
Close cleanly
Every file ends with a written summary, supporting documents, and clear next steps if anything is needed later.
06
Stay available
Most of our work comes from prior clients. We stay reachable — for follow-up audits, future planning, or new questions.
Our team
Senior counsel on every file.
Founder & Managing Tax Lawyer
Dale Barrett
Dale Barrett is a Canadian tax lawyer, lecturer, and the #1 bestselling author of Tax Survival for Canadians: Stand Up to the CRA. He founded Barrett Tax Law in January 2009 and has represented thousands of clients in disputes with the Canada Revenue Agency, from individual audits to complex corporate reorganizations. Dale's practice focuses on the intersection of tax disputes, corporate tax planning, and estate planning. On the dispute side, he represents individuals, business owners, and professional corporations through every stage of a CRA matter — audits, proposal-letter responses, Notices of Objection, voluntary disclosures, taxpayer relief applications, CRA collections, and appeals to the Tax Court of Canada and the Federal Court. He has handled files involving net worth assessments, gross negligence penalties, unreported income, shareholder benefits, GST/HST, director's liability, and section 160 derivative liability. On the planning side, Dale works on section 85 rollovers, estate freezes, family trusts, Lifetime Capital Gains Exemption planning, and post-mortem and succession planning for incorporated professionals. He also advises on Canada-U.S. cross-border tax matters. Dale is the author of several books on Canadian tax and estate planning and founded Accountant Institute, a continuing professional development platform for Canadian accountants. He is a frequent CPD lecturer and has been featured in Canadian media on tax matters. He is licensed in Ontario, British Columbia, and Alberta.
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HR Manager
Elana Barrett
Elana Barrett is the HR Manager at Barrett Tax Law and Barrett Legal, overseeing recruitment, onboarding, employee relations, and day-to-day team operations across both firms.
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Lawyer
Simone Barrett
Simone Barrett is a tax lawyer at Barrett Tax Law who works with individuals, families, entrepreneurs, and business owners when life, wealth, property, or business interests cross the Canada-U.S. border. She is licensed in both Ontario and Florida. Her practice focuses on cross-border tax planning and compliance. For Canadians moving to the United States — many of them heading to Florida — Simone advises on Canadian departure tax, U.S. tax residency, dual-status filing, cross-border trusts, U.S. real estate ownership, FIRPTA withholding, and ownership structures for Canadian buyers, with the goal of addressing the tax consequences before a move, purchase, sale, or change in residency triggers them. For Americans, dual citizens, and other U.S. persons living in Canada, Simone works on the parallel U.S. tax system that follows them across the border: U.S. income tax filings, treaty-based positions, FBAR and FATCA reporting, PFIC and CFC analysis, TFSA and RESP reporting, and the Streamlined Foreign Offshore Procedures for those catching up on past filings. She also advises business owners and high-net-worth families on corporate ownership, family trusts, succession planning, treaty residency, Section 116 clearance certificates for non-resident dispositions of taxable Canadian property, and cross-border restructurings. Whether a client is buying a Florida property, planning a move, managing a family trust, or preparing a Canadian business for a U.S. future, Simone helps them move forward with a clear cross-border tax plan.
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Operations Manager
Robyn Szilagy
Robyn Szilagy is the Operations Manager at Barrett Tax Law and Barrett Legal, overseeing day-to-day firm operations, intake workflow, and internal systems across both practices.
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Lawyer
Matthew Rochester
Matthew Rochester is a Canadian tax lawyer at Barrett Tax Law. His practice focuses on disputes with the Canada Revenue Agency, working with individuals, professionals, and incorporated clients across Canada from the firm's Concord head office. On the dispute side, Matthew works on CRA audit defence, proposal-letter responses, Notices of Objection, voluntary disclosures, taxpayer relief applications, and appeals to the Tax Court of Canada. He helps clients respond to reassessments involving unreported income, gross negligence penalties, shareholder benefits, and GST/HST exposure, and he assists clients facing CRA collections activity. Alongside his dispute work, Matthew handles corporate-tax matters for owner-managed businesses, including the day-to-day tax questions that arise for incorporated professionals and small-business owners. He is experienced in translating the mechanics of the Income Tax Act into practical steps clients can act on, and in preparing the documentary record that CRA matters turn on. Matthew is licensed in Ontario and works with clients across the country who are dealing with the CRA or planning around their corporate tax position.
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Paralegal
Darryl Getz
Darryl Getz is a paralegal at Barrett Tax Law, working alongside the firm's tax lawyers on file preparation, CRA correspondence, and document drafting for audit, voluntary disclosure, and Tax Court files.
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Paralegal
Chloe Ursomarzo
Chloe Ursomarzo is a paralegal at Barrett Tax Law, supporting the firm's tax practice with file preparation, CRA correspondence, and document drafting on audit, voluntary disclosure, and Tax Court matters.
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Paralegal
Sarah Girgenti
Sarah Girgenti is a paralegal at Barrett Tax Law, working alongside the firm's tax lawyers on file preparation, CRA correspondence, and document drafting for audit, voluntary disclosure, and Tax Court files.
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Team Member
Julean Burger
Julean Burger is a member of the Barrett Tax Law and Barrett Legal team.
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Team Member
Nicole Barrett
Nicole Barrett is a member of the Barrett Tax Law and Barrett Legal team.
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Chartered Professional Accountant (CPA)
Farrukh Shahzad
Farrukh Shahzad is a Chartered Professional Accountant (CPA) at Barrett Tax Law, providing accounting analysis on audit-defence files, voluntary disclosures, and corporate matters where the tax-law work intersects with financial-statement and bookkeeping review.
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Lawyer
Liam Gilbert-Walsh
Liam Gilbert-Walsh is a Canadian tax lawyer at Barrett Tax Law. His practice focuses on disputes with the Canada Revenue Agency and on corporate-tax matters, working with individuals and incorporated clients across Canada. On the dispute side, Liam works on CRA audit defence, proposal-letter responses, Notices of Objection, voluntary disclosures, and appeals to the Tax Court of Canada. He assists clients responding to reassessments and helps build the documentary record needed to support a client's position through the objection and appeal stages. Liam is experienced in corporate-tax matters for owner-managed businesses and has a particular focus on owner-managed corporate files and cross-border issues, where the questions often involve how Canadian and U.S. tax rules interact for shareholders, corporations, and beneficiaries with connections on both sides of the border. He approaches each file by mapping the client's facts against the relevant provisions of the Income Tax Act and the applicable treaty, then setting out clear, practical options. Liam is licensed in Ontario and serves clients across the country.
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We're on it
Need urgent representation against the CRA?
Free consultation. Fixed-fee quotes on most matters. We begin within 24 hours of retainer.