Lawyer or accountant first?

A letter, a notice, or a dispute: start with the accounting firm or the law office?

The same event can be an accounting matter or a legal one, depending on what is already running and which deadline is ticking. This checklist sorts the order before you spend time on the wrong route.

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Short answer

If the matter is still about numbers, documents and filings, start with the accounting firm. If a legal deadline, an opposing party, or a document that binds you on signature is involved, start with the law office. When both sides are present — an invitation to meet an officer arising from filed accounts — have both read the same file from the start.

Just tell us the situation

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Not sure which item fits? Tell us briefly what happened and what you received; we will set the order and say who should start.

Still open, and important: Received a summons, a complaint, or a demand letter with a response deadline · About to sign a high-value, penalty-bearing or long-term contract · Scan the originating document in full, including the envelope and date received

Signs to start with the accounting firm

Tick what matches your situation. The more ticks here, the more the work starts on the accounting side.

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Matters that need both teams

Handled separately, these tend to produce answers that contradict each other.

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What to prepare before the first talk

The more complete this is, the more usable the answer from a single conversation.

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Facts worth knowing

Group teams
An affiliated law office and accounting firm working from one shared file.
Deadline-bearing matters
Summonses, complaints, demand letters and invitations to meet an officer count from receipt.
Remote work
Reading documents, giving opinions and assembling files work remotely; meeting in person when the matter requires it.
What we do not promise
Case outcomes, an authority's approval date, or an officer's decision.

Questions people ask at this point

I got an invitation to meet a Revenue officer — call the accountant or the lawyer first?

Start with the accountant to trace which filing or entry it relates to, and have the lawyer read the same letter alongside, because the scope of the questions and what you put in writing shape what comes next. If it carries a response deadline, treat it as urgent immediately.

Does every counterparty contract need a lawyer?

Not every one, but yes when the value is high, penalties apply, the term is long, rights in work or data transfer, or a foreign law and forum govern it. Repeat forms already reviewed can run on the standard template.

Will changing accountants mid-year affect legal matters?

It does when something is pending — a document request, or a dispute that relies on figures from the accounts. The handover must be complete with a clear cut-off date so responsibility for each period is unambiguous.

I am in another province — can I use the same team?

Yes. Reading documents, advising and assembling files run remotely. Where attendance in person is required, we schedule travel according to what the matter needs and tell you in advance.

Send us your ticked list

Tell us which items are still open and we will say what to do first, in the order that avoids repeat work.