WHY CHOOSE US

We are a full service tax law firm

We provide tax planning and tax litigation services. Why should you care if you just need representation against CRA in a tax dispute, or you just need to structure a will or carry out a tax reorganization? It is important to you because we understand all aspects of income tax law. If we plan and implement a transaction we know what is involved in defending it before the Canada Revenue Agency. If we fight on your behalf with CRA we know the entire Income Tax Act and how to use it in your favour.

DAVID J. ROTFLEISCH is both a Tax Lawyer and a Chartered Professional Account (CPA)

Why is this important? We understand financial statements and the ledgers and entries that make up those financial statements. We review and understand tax returns. Often CRA audits are caused by faulty books and records. We have an in depth understanding of those accounting records. If you have a bad bookkeeper or accountant we can recognize this and advise you to replace them. If you have a good accountant we speak the same language and can discuss the issues in a technical way that both of us understand.

We deal with CRA everyday

We constantly fight with CRA on behalf of clients at all stages from audit to Notices of Objection to Tax Court Appeals. When our clients are right we do not take no for an answer and escalate the CRA challenge to team leaders and office directors and even to Ottawa in appropriate cases. You come to us so that we take on your problems and you can sleep at night.

We structure and implement Tax and Estate Plans

We have over 25 years of experience in tax planning for business and individuals and in will and estate planning. From a simple tax free section 85 rollover to a complex butterfly reorganization, we have done many over the years. Since we are also corporate lawyers we are able to implement your reorganizations in house so that you don’t have to involve multiple law firms.

We have fulfilled hundreds of VOLUNTARY DISCLOSURES

We are a pioneer in the field of voluntary disclosures. We have been filing voluntary disclosure applications since before they were publicized and well known. Our first article on tax amnesty appeared in the late 1990s. We are constantly filing applications for unreported income and undeclared offshore assets, and working with CRA on these cases, so we know the current CRA policies and changes as they occur.

We are recommended by Professional Accountants and Bookkeepers

Accountants and bookkeepers are in the trenches with their clients every day. They have the confidence to refer their clients to us. Their names are on our web site, and you can contact them for a reference.

What our clients are saying?

I did not know that eBay income was taxable, so I did not report it. Then I read about the CRA investigation of eBay and realized that I had a problem. I did some on-line research and found out about the voluntary disclosure program, and I retained the firm of Rotfleisch & Samulovitch as my tax lawyers to represent me. They submitted the tax amnesty application on my behalf, but CRA rejected it for 2 reasons. First, they had sent me a letter about an audit, but I never received it because it went to an old address. Second my bookkeeper made mistakes in the tax returns we submitted to complete the VD. David Rotfleisch, CPA, JD and his team submitted a second level voluntary disclosure review application arguing in detail why CRA was wrong and my voluntary disclosure should be accepted. CRA accepted his arguments and processed the VD with no penalties and reduced interest. If I had originally gone to an accountant I’m sure there would have been a different result. I am delighted with his services and results, and do not hesitate to recommend him.

PN, Saskatoon - Client
CRA assessed me for over $140,000 in tax liabilities due to payments from my husband when he had his own taxes owing. My accountant filed a Notice of Objection on my behalf, but CRA wrote back denying my appeal and giving me 30 days to make further submissions. I went to a trustee in bankruptcy to deal with my tax debt and he referred me to a Toronto tax lawyer, David Rotfleisch. David reviewed my file and said that the accountant did not make the proper legal arguments. He and his team submitted a detailed 13 page submission to the appeals officer. CRA accepted the arguments made on my behalf and eliminated all of my taxes owing. I could not be happier with the result and recommend David to anyone with tax problems.

R.L. Toronto, Ont

What other professionals are saying?

My professional accounting practice consists of individuals and small to large business clients. I'm a Chartered Public Accountant, Certified General Accountant, Certified Public Accountant in the U.S.A. and a member in the Association of Chartered Certified Accountants in the U.K. My clients are often in need of a Canadian tax or business lawyer either to carry out tax planning to reduce taxes owing or to dispute CRA assessments. I have been working with David Rotfleisch for more than 5 years and he is my only choice for legal tax assistance. He is effective, responsive and very committed to solving my client's tax issues. I would not consider going to another tax lawyer for assistance.

Sam Faris, CPA, CGA, LPA
CPA (C.O.), FACCA (U.K.) Toronto, Ont - Accountant
I am a bankruptcy trustee and have known David for a number of years and worked professionally on a number of matters with him and have even hired him for tax advice on personal matters. I am happy to report that I rarely meet someone with such a powerful combination of both up to date technical knowledge and practical street sense. David gives answers , to the point and and answers which have immediate practical use - what more could you ask for?

Howard Landau, CIRP | Partner Dodick Landau Inc. Toronto - Trustee in Bankruptcy
I consider David Rotfleisch, a Toronto tax lawyer, to be my mentor, and turn to him for advice in complex situations. I'm a tax and business lawyer with my own practice in Hamilton. Whenever I have a new or complex situation I ask David for his assistance. He is always willing to listen and to help and provides me with invaluable practical and technical advice.

John Venneri, Venneri Law, Hamilton, - Lawyer