How we help
- Gifting tax shelter reassessments
- Sham, GAAR, and reasonable-expectation defences
- Penalty mitigation
- Group/lead-case strategy
CANADA'S TAX & BUSINESS LAWYERS
Minimize Your Tax Burdens Barrett Tax Law Can Help
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We will beat any competing quote by 20%.
We have Helped Hundreds of Individuals Minimize Their Taxes
01.
Assist you with CRA Audits and Provide Tax Planning Advice.
02.
Discuss Options to Legally Defer or Minimize Tax.
03.
Review tax shelter scheme that is deemed to be invalid by the CRA.
What is Tax Shelter?
Generally speaking, a tax shelter is a financial arrangement made to avoid or minimize taxes.
In recent years, the CRA has been rather aggressive in cracking down on charity tax shelter schemes. Starting in 2012, the CRA has indicated that taxpayers who participate in gifting tax shelter schemes will have their assessments put on hold. Red flags are often raised when a donor gets a tax receipt for a much larger amount than the donation. In such cases, the CRA will most likely conduct an audit, resulting in donor losing the donation tax credits, as well as potentially facing substantial fines and penalties. Criminal investigations may also occur.
Book a Consultation with a Lawyer →
What is Tax Shelter?
Generally speaking, a tax shelter is a financial arrangement made to avoid or minimize taxes.
In recent years, the CRA has been rather aggressive in cracking down on charity tax shelter schemes. Starting in 2012, the CRA has indicated that taxpayers who participate in gifting tax shelter schemes will have their assessments put on hold. Red flags are often raised when a donor gets a tax receipt for a much larger amount than the donation. In such cases, the CRA will most likely conduct an audit, resulting in donor losing the donation tax credits, as well as potentially facing substantial fines and penalties. Criminal investigations may also occur.
Book a Consultation with a Lawyer →
Are Tax Shelters Legitimate?
The average Canadian family can shelter up to 30% of their gross income every year thanks to legitimate tax shelters.
LEGITIMATE
ILLEGITIMATE
We Can Help
At Barrett Tax Law, our experienced Canadian tax lawyers have extensive experience in assisting taxpayers with CRA audits and providing tax-planning advice to help taxpayers minimize their tax burdens. If you are involved in a tax shelter scheme that is deemed to be invalid by the CRA or simply want to discuss options to legally defer or minimize tax, call our office to book a consultation with an experienced Canadian tax lawyer.
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What to expect when you call us
Your first call is a free, no-obligation consultation with a tax lawyer. We will review the details of your situation, explain your options under the Income Tax Act and CRA administrative practice, and give you a clear, fixed-fee quote if you choose to retain us. Your consultation is confidential, and once we are retained, communications are protected by solicitor–client privilege.
If you retain us, we begin work within 24 hours of being retained.
Frequently asked questions
Is the consultation really free?
Yes. Most cases qualify for a free, no-obligation consultation with one of our tax lawyers. During the call we'll review your situation, explain your options, and give you a clear quote if you decide to retain us.
What does a tax lawyer do that an accountant does not?
A tax lawyer focuses on the legal side of tax — disputes, litigation, and the structuring of transactions in light of the law and anti-avoidance rules. That includes representing taxpayers in CRA audits and objections, appearing at the Tax Court of Canada, defending penalties and director or derivative liability, and designing reorganizations such as section 85 rollovers and estate freezes.
The most practical distinction is privilege. Communications with a lawyer are generally protected by solicitor-client privilege, while communications with an accountant generally are not and can be demanded by the CRA. Where the facts are sensitive or the matter could become contentious, that protection matters.
Lawyers and accountants often work together — the accountant on the numbers and filings, the lawyer on strategy, privilege, and the legal record. Barrett Tax Law regularly coordinates with a client's existing accountant.
Do you serve all of Canada?
Yes. Barrett Tax Law represents clients across Canada. We have offices and local phone lines in Toronto, Calgary, Edmonton, Fort McMurray, Ottawa, Vancouver, and Winnipeg, plus a national toll-free line at 1-877-882-9829.
Who is Barrett Tax Law and what areas does the firm handle?
Barrett Tax Law is a Canadian boutique tax law firm that represents individuals and businesses in their dealings with the Canada Revenue Agency. The firm's work spans CRA audits and disputes, voluntary disclosures, Tax Court of Canada litigation, collections matters, and corporate and estate tax planning.
The firm was founded in 2009 and has represented many thousands of clients across Canada. Its head office is in Concord, Ontario (Vaughan), and it serves clients nationwide. You can reach the firm toll-free at 1-877-882-9829 (1-877-8-TAXTAX).
Most matters qualify for a free, no-obligation consultation, and most are quoted on a fixed-fee basis once scope is understood, so the cost is known before work begins.
What does a tax lawyer do that an accountant cannot?
Accountants prepare returns and financial statements. Tax lawyers represent you when those returns are challenged, audited, or prosecuted — and our communications are protected by solicitor–client privilege, which accountant communications generally are not.
What should I do if I receive a letter from the CRA?
First, identify what the letter is and what it requires. A CRA letter may open an audit, ask for documents, propose adjustments (a proposal letter), confirm a reassessment, or start collection action — and each carries its own deadline and its own implications. Note any date by which a response is required.
Do not ignore it, and be careful about responding off the cuff. What you say and produce can shape your later objection and appeal position, and casual admissions can be difficult to undo. If the letter proposes adjustments or penalties, or if significant amounts are involved, get advice before responding.
A free consultation can help you understand the letter, the deadline, and the right next step. Acting early — while options are still open — is usually far better than waiting until a deadline is near.
Will the CRA criminally prosecute me?
Most CRA disputes are civil. Criminal prosecution is reserved for serious tax evasion or fraud, usually involving deliberate misrepresentation. If you have unreported income, a voluntary disclosure is one of the standard ways to reduce criminal-prosecution risk.
Is the first consultation really free?
Yes. Most matters qualify for a free, no-obligation consultation with an experienced tax lawyer. The consultation is a chance to describe your situation, get a clear sense of the options and likely path, and receive a fee structure in writing before you commit to anything.
You can reach the firm toll-free at 1-877-882-9829 (1-877-8-TAXTAX) to arrange a confidential consultation. The head office is in Concord, Ontario (Vaughan), and the firm serves clients across Canada.
Are my communications with a tax lawyer confidential?
Yes. Communications between you and your lawyer for the purpose of obtaining legal advice are generally protected by solicitor-client privilege, one of the most strongly protected confidences in Canadian law. In practical terms, the CRA generally cannot compel disclosure of privileged communications.
This is an important difference from working with an accountant or other non-lawyer representative, whose communications and working papers can generally be demanded by the CRA. Where the facts are sensitive — unreported income, offshore assets, or potential penalties — that protection can be significant.
Privilege has limits and can be waived inadvertently, so it should be handled with care. A consultation can explain how privilege applies to your particular situation.
How fast can you start on my case?
We typically begin work within 24 hours of being retained. For audit deadlines, Notices of Objection, and other time-sensitive matters, we move immediately.
What if I have unfiled tax returns from many years ago?
We routinely handle 5+ years of unfiled returns. Through the Voluntary Disclosures Program — applied for before the CRA contacts you — we can usually eliminate gross-negligence penalties and limit interest exposure.
