

Our Mission & Principles

Our Mission
Our mission is to create a safe financial future for our clients. As we pursue that mission, we’re guided by our culture and a set of principles that ensure we never forget what we stand for.
Our Principles
1
We are a fiduciary to our clients
Their interests come first—always. We speak with the courage of our convictions. We say what we do and do what we say. We have a responsibility to be the voice of our clients, and we represent each client fairly and equally.
2
We are passionate about high level service
We are passionate about our work and intensely focused on performing at the highest levels. Our success requires that we out-think and out-work our competitors. We prize strong subject matter expertise and an insatiable appetite to learn.
3
We are one CRA Tax Rescue team
We know that the best solutions result from the ideas and contributions of a diverse team of staff. Diversity strengthens us and delivers better results for our clients. We expect our staff members to have a strong knowledge of tax laws and regulations. Constant learning and communication as an organization is critical to our success.