How We Work

Ask a tax professional a question and the answer will be the same – it depends! It’s a new puzzle each time.

Our job is to make the puzzle a little easier. This is how we do it.


Assess the four major tax risk areas.

There are four core areas we need to chat about – tax accounting, compliance, governance and resources. But you have no tax risk you say! We disagree whole heartedly – there is always risk and it’s about how you manage it that matters. Don’t fool yourselves – choosing not to actively manage tax risk is in itself a decision.

Identify your company’s unique needs in each core area.

We need to dive into each of the four core areas – identify and assess the tax risk in order for you to make an informed decision as to how, and even whether, its worth the cost of mitigating it.

Help you manage your tax risk.

We work with you (and let’s be honest – your budget) to put in place documentation, processes, controls, workback plans, manuals, training and anything else you need in order to manage your tax risk.

We also can come in to help when you are shorthanded – remember we like tax provisions, returns, and controls. If its not in our bailiwick, we’ll tell you so you don’t waste your time and budget.

To discuss how we can help your business please book a complimentary Discovery Call.

ico Did you know?
In 1948 the Income Tax Act replaced the “temporary” Income Tax War Act of 1917.

Are we a good fit?

Start with a complimentary consultation to review your needs and find out if we can work together.

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