Case Management Services

Service Description

CASE MANAGEMENT & ADMINISTRATIVE SUPPORT Complex situations. Multiple agencies. One organized approach. When you're dealing with government agencies, businesses, tax matters, legal proceedings, applications, or important deadlines, keeping track of everything can become overwhelming. Our case management and administrative support services help clients organize information, prepare documentation, track requirements, and stay on top of important steps throughout their matter. OUR SERVICES INCLUDE: BUSINESS DISSOLUTION & CLOSING SERVICES Administrative assistance with the process of closing or dissolving a business, including organizing records, forms, correspondence, and documentation required for the applicable agencies and organizations. CRA & TAX MATTERS SUPPORT Administrative and documentation support relating to Canada Revenue Agency (CRA) matters, including assistance organizing information for disputes, reviews, reconsiderations, and appeals. This may include matters involving: Disability Tax Credit (DTC) Canada Child Benefit (CCB) Canada Child Tax Benefit (CCTB) Benefit overpayments Tax assessments and reassessments Supporting documentation CRA correspondence TAX COURT ADMINISTRATIVE SUPPORT Assistance with organizing records, correspondence, timelines, and documentation for eligible tax-related matters. We do not replace a lawyer or other authorized representative where legal representation or professional tax advice is required. CLASS ACTION SETTLEMENT SUPPORT Help understanding administrative requirements and organizing documentation needed to participate in eligible class action settlements. We can assist with reviewing available information, organizing supporting records, completing administrative paperwork, and keeping track of submission requirements and deadlines. LANDLORD & TENANT MATTERS Administrative and case-management support for landlord and tenant matters, including organizing: Notices and correspondence Agreements and leases Payment records Evidence and supporting documents Chronologies and timelines Hearing or proceeding documentation We help you keep your information organized so you can better understand and manage your matter. FAMILY IMMIGRATION SUPPORT Administrative assistance with eligible family immigration applications, including applications involving spouses and dependent children. Support may include: Document organization Application checklists Form-completion assistance Supporting-document