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.
- Free consultations for accountants
- 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
Continuing education
Earn CPD and unlock firm benefits at AccountantInstitute.ca
An online education platform built for Canadian accountants. Membership includes copies of every Dale Barrett book plus up to four hours per year of complimentary Barrett Tax Law legal time (conditions apply).
- ✓On-demand CPD hours recognized by CPA bodies
- ✓Full library of Dale Barrett’s tax books delivered to members
- ✓Up to 4 hours of complimentary legal time per year (conditions apply)
- ✓Designed for Canadian tax and accounting practitioners
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.