They've received a tax assessment or inspection and aren't sure what's justified or how to defend their position.
Different advisors give conflicting answers, making it impossible to know which path is correct.
They worry that one wrong move could trigger penalties, delays, or a long back-and-forth with the ETA.
Their team is overwhelmed by documentation requirements, unclear interpretations, or unexpected requests.
They paid premium fees to a large firm but still feel unsupported or left waiting for answers.
We don’t guess or offer generic interpretations. Every recommendation is tied to the law, supported by documents, and designed to hold up in front of the ETA.
Clients often say we’re the first advisor who made the rules feel understandable. You’ll always know what the ETA expects, what your options are, and what we recommend.
We don’t just prepare files, we show up with you. We handle discussions, prepare documents, and defend your position with clarity and confidence.
Whether it’s an assessment, objection, or appeal, we map out the strongest route to resolution based on our experience with similar cases.
Because you work directly with the partner, you get fast answers on urgent issues, without layers of juniors or waiting days for a reply.
We speak with you, collect key documents, and identify exactly where the risk or misunderstanding is coming from.
You receive a straightforward explanation of how the law applies to your case, along with a written position paper or memo where needed.
We prepare all required support, attend ETA meetings with you, and present your case professionally and confidently.
Once resolved, we advise on any structural or operational changes needed to avoid similar issues in the future.
Package
Description
Includes
ForbusinessesfacinganewETArevieworunexpectedassessment.
ReviewofETApositionandsupportingdocuments
Clearwrittenadvisoryandrecommendedapproach
Preparationofresponsesandsupportingschedules
Representationduringdiscussions
Forentitieswhodisagreewithanassessmentandwantastructured,defensiblechallenge.
Fullfilepreparation
Positionpaperorobjectionletter
Meetingrepresentation
Strategyforescalationwhenneeded
ForCEOs,CFOs,andinvestorswhoneedreliableguidanceonaspecificissue.
Scenarioanalysis
Writtenopinion
Directdiscussionswiththepartner
Practicalactionstoimplement
ForbusinessesfacinganewETArevieworunexpectedassessment.
ReviewofETApositionandsupportingdocuments
Clearwrittenadvisoryandrecommendedapproach
Preparationofresponsesandsupportingschedules
Representationduringdiscussions
Forentitieswhodisagreewithanassessmentandwantastructured,defensiblechallenge.
Fullfilepreparation
Positionpaperorobjectionletter
Meetingrepresentation
Strategyforescalationwhenneeded
ForCEOs,CFOs,andinvestorswhoneedreliableguidanceonaspecificissue.
Scenarioanalysis
Writtenopinion
Directdiscussionswiththepartner
Practicalactionstoimplement
Managing Director
