Chad is a seasoned Canadian tax and estate lawyer licensed in Alberta and Ontario focused on complex tax planning, corporate reorganizations, and estate matters since 2001. He regularly advises owner-managed businesses, professionals, and farming families on tax-efficient structures, succession planning, and business transitions.

In addition to his tax planning expertise, Chad has substantial experience in estate law, guiding clients through the development of tax-efficient estate plans and representing them in high-stakes estate litigation. His litigation work includes will challenges, dependants’ relief claims, and disputes involving executors, trustees, and beneficiaries.

Chad also has a robust tax controversy practice. He represents individuals, corporations, and trusts in disputes with the Canada Revenue Agency, advising clients through audits, objections, and appeals. He has appeared before both the Tax Court of Canada and the Federal Court in matters involving income tax, GST/HST, and director liability. His experience includes negotiating settlements, pursuing taxpayer relief and voluntary disclosures, and challenging complex reassessments.

In addition, Chad defends taxpayers charged with criminal tax offences such as tax evasion and fraud. His specialized understanding of the regulatory underpinnings of Canada’s tax system gives him a strategic advantage over conventional criminal defence counsel, enabling him to challenge the foundational tax assessments that support criminal charges. This dual perspective allows Chad to deliver a thorough and practical defence in both civil and criminal contexts.

Chad has also advised professional liability insurers and a territorial government on legislative reform related to property taxation. He is a graduate of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course and has completed numerous advanced tax seminars through the Canadian Tax Foundation. He lectured nationally on criminal tax evasion and tax dispute resolution for the Foundation.

With a deep understanding of both legal strategy and tax mechanics, Chad delivers practical, solution-oriented advice to clients facing complex personal and business tax matters.

Dallas is a dual-qualified professional, holding both a Juris Doctor degree from the University of Alberta and the designation of Chartered Professional Accountant (CPA). With a strong foundation in both accounting and law, he specializes in tax planning for individuals, corporations, and trusts, with a particular focus on corporate reorganizations, succession planning, and the purchase and sale of businesses.

After articling at a prominent regional law firm, Dallas shifted his focus to tax law, playing a key role at one of Canada’s top boutique tax firms, where he gained extensive experience in tax planning and legal implementation. Dallas’ expertise is further bolstered by completing the Chartered Professional Accountants of Canada’s In-Depth Tax Course Levels 1, 2, and 3.

As a member of the Law Society of Alberta and Chartered Professional Accountants of Alberta, Dallas brings a comprehensive and integrated approach to tax law and accounting, providing clients with practical and effective solutions tailored to their needs.

James is licensed to practice law in both Ontario and Alberta. He joined the Ontario bar in 2018 and the Alberta bar in 2022. He completed his articles and practiced with a tax boutique in Toronto before moving to another firm in Toronto where he managed their tax litigation practice.

James represents taxpayers in various disputes with the Canada Revenue Agency (CRA). He has addressed an extensive range of audits, employing a targeted approach that facilitates efficient resolution of assessments. When resolution is not achievable, James represents clients at hearings, having appeared before the Tax Court of Canada, Federal Court, Federal Court of Appeal, Alberta Court of Justice, and Alberta Court of King’s Bench. His litigation practice is centred on net worth analyses and other unreported income audits, in collaboration with our accounting staff.

James possesses extensive knowledge of tax and CRA procedures. He provides expert advice to clients on tax-related matters, particularly in situations involving disputes or potential CRA actions. His role involves guiding clients through the administrative programs offered by CRA, ensuring they select the most effective approach to resolve their issues.

James has completed CPA Canada’s In-Depth Tax Program and publishes commentary on tax disputes with the Canadian Tax Foundation.

Boris has practiced law since 2016, specializing in tax controversy, dispute resolution, and litigation. He has experience working in boutique and large firms in Toronto and has practiced tax law across Ontario, British Columbia, and Alberta.

In addition to his extensive professional experience, he possesses an undergraduate degree in Accounting and Finance, as well as a Professional Master of Laws (Taxation) from Osgoode Hall Law School. His integrated academic and professional background equips him with the ability to adeptly manage intricate tax issues, leveraging both legal and accounting expertise.

Boris has appeared before the Tax Court of Canada addressing many issues including: SR&ED claims, Capital Dividend Account disputes, tax residency, director’s liability, section 160 assessments, and interpretation of the Income Tax Act and Excise Tax Act. He also advises clients on issues like net worth assessments, deposit analysis, shareholder benefits, and charitable donation disputes.  Boris has also represented taxpayers before the Federal Court, the Superior Court of Ontario, and defended tax evasion charges at the Ontario Court of Justice.

Boris also frequently assists clients during audits, at the objection stage, and with adjustment requests, taxpayer relief applications, voluntary disclosures, and remission order applications before the CRA.

An active contributor to the field, Boris has published on a variety of tax issues and has taught law-related subjects to accounting students at George Brown College (Toronto) and Curtin Law School (Perth, Australia).

Now based on Vancouver Island, Boris advises Taxpayers across Alberta and British Columbia.

Ian Stanley-Maddocks is a Chartered Professional Accountant with a strong focus on corporate and personal taxation for business owners. Since earning his CPA designation in 2017, Ian has operated his own professional accounting firm for five years, specializing in financial reporting, tax compliance, and strategic planning for small and medium-sized enterprises. His expertise includes managing high-value investment accounts and navigating complex tax scenarios at both the corporate and personal levels. Ian is known for his meticulous approach and commitment to helping clients achieve clarity and confidence in their financial decisions.

Rothana Duby is an experienced and results-driven tax professional with over eight years of progressive experience in Canadian corporate tax compliance and planning. She specializes in navigating complex tax legislation and developing strategic solutions for clients and privately held corporations.

Rothana also provides oversight in preparing and reviewing corporate, personal, trust, and non-resident tax returns, ensuring strict compliance with the Income Tax Act while minimizing financial risk.

With extensive experience managing CRA audits, voluntary disclosures, and litigation support, Rothana works closely with both clients and tax authorities to achieve effective resolutions.

Her academic and professional background includes a Bachelor of Commerce in Accounting, a Chartered Professional Accountant (CPA) designation, and completion of CPA Canada’s In-Depth Tax Program. She is currently completing the final stages the Trust and Estate Practitioner (TEP) designation as well actively pursuing a secondary degree in Bachelor of Professional Arts with a major in Governance, Law, and Management- further expanding her expertise in tax, estate and trust planning.

Outside of the office, Rothana enjoys spending time with her family-both human and canine. She also loves exploring her creativity through photography or taking spontaneous trips in her Jeep. This balance of professional dedication and personal passion brings energy, perspective, and authenticity to her work with clients.

Shalini Sarju is a tax accountant at TaxCounsel.ca, bringing nearly two decades of experience from her career at the Canada Revenue Agency (CRA). Over her 19 years with the CRA, Shalini held a range of roles, including income tax and GST auditor, criminal investigator, senior international auditor, and case manager, developing deep expertise in both domestic and cross-border tax matters.

She holds a Bachelor of Commerce in Accounting and is currently pursuing her CPA designation. Shalini joined TaxCounsel.ca in October 2023, where she is committed to helping individuals and businesses navigate complex tax issues with confidence and clarity.