Mr James Simon Has Asked for Your Services with Respect

Essay

Mr. James Simon has asked for your services with respect to dealing with a Notice of Reassessment requesting additional tax for the 2016 taxation year which he says he has just received. Your first interview takes place a week later, on April 25, 2020, and Mr. Simon informs you that he has had considerable difficulty with the CRA in past years and, on two occasions in the past five years, he has been required to pay penalties as well as interest.
With respect to the current reassessment, he assures you that he has complied with the law and that there is a misunderstanding on the part of the assessor. After listening to him describe the situation, you decide it is likely that his analysis of the situation is correct.
Required: Indicate what additional information should be obtained during the interview with Mr. Simon and what steps should be taken if you decide to accept him as a client.