Our Promises & Intended Results

Our Promises

Observable Actions & Examples

Value & Intended Results

We will help you identify and pursue smart outcomes.

Tax Court Forecast Report

As a result, you are more likely to get the understanding and direction that you value.

We will give you information to help you hold reasonable expectations and rational beliefs during your tax dispute.

Tax Dispute Unreasonable Expectations & Irrational Beliefs List

So, you are more likely to get the clarity and peace that you value.

We promise only to suggest a resolution that we would accept if we were in your shoes.

Agreement Report

This way, you will receive the honesty and authenticity you value.

We are committed to giving you the information that you need and helping you to make high-quality decisions.

Tax Dispute Decision Workbooks

So, you are more likely to get the competence you value.

We are committed to finding ways to using your time effectively throughout the process.

Pre-Work & Meeting Agendas

As a result, you will have more time to focus and move your other projects forward.

We promise to gather your feedback and find ways to work better together.

Tiny retrospectives (frequently) and in-depth retrospectives (semi-annually).

This way, we will work together to pinpoint improvements. And you will receive the collaboration and constant improvement that you value.      

We promise to respond to your communication promptly.

We will reply to all telephone and email questions within one business day.

So, you are more likely to receive the reliability that you value.

We are committed to taking a productive approach to resolve any conflict and strengthen our relationship.

If a conflict arises, we will use a conflict resolution process to resolve the dispute productively. See MSA for more details.

As a result, you are more likely to receive the fairness and collaboration that you value.

We are committed to keeping you up to date on our progress, the changes in our thinking, and the things we have learned.

We will send you all CRA, DoJ, and Tax Court correspondence and submissions (other than administrative and sundry items that hold little value).

This way, it is more likely that you will get the clarity and understanding you value.

We promise to focus our effort on projects and actions that we believe contribute the most value. And reduce the time we invest in completing essential (but less valuable) tasks.

SOWs & Project Plans. See SOW for more details.

So, you are more likely to receive the purpose and productivity that you value.

We are committed to trying to anticipate your questions and proactively answer these questions.

We will provide you with FAQs that will help us have deeper and more productive conversations.

As a result, you are more likely to receive the understanding, productivity, and space you value.

We are committed to helping you surface your personal and business needs and integrating those needs into our litigation strategy.

We will provide you with prompting questions and resources to help surface how this dispute will impact other areas.

So, you are more likely to get the holistic approach and result that you value