We've supported many individuals in your situation
You are a Canadian, moving back and forth as a snowbird, or accepting a job in the US. You need to file a Canadian departure return, you've heard something about deemed dispositions and PFICs, but mostly you're not wanting to learn about all the details, you just want it taken care of.
In all cases, you’re here because:
01
You want your cross-border taxes taken care of according to the rules.
02
You don't want to deal with information requests from the IRS or CRA down the road.
03
You want to make sure you're taking advantage of tax treaty benefits and other credits and deductions.
The cost of our support is based on your needs
Each individual we assist with their cross-border tax situation has unique needs and requirements. There's truly no one-size-fits-all solution. Here's a basic overview of what your entry costs might look like when you choose to work with us.
- Basic U.S. federal tax return
- Basic U.S. state tax return
- Basic Canadian federal tax return
- Basic Canadian provincial tax return
- Onboarding meeting
- In-app staff support time (specified in a proposal)
- Flexible staff support time (specified in a proposal)
- Tax notice staff support time (specified in a proposal)
- Tax return video review meeting
STARTING AT
- Basic U.S. federal return dual-status tax return
- Basic U.S. state return part-year resident tax return
- Basic Canadian federal part-year resident tax return
- Basic Canadian provincial part-year resident tax return
- Onboarding meeting
- In-app staff support time (specified in a proposal)
- Flexible staff support time (specified in a proposal)
- Tax notice staff support time (specified in a proposal)
- Tax return video review meeting
STARTING AT
- 3 Basic U.S. federal tax returns
- 6 FBAR filings - up to 5 accounts each tax year
- 3 Certification statements
- Onboarding meeting
- In-app staff support time (specified in a proposal)
- Flexible staff support time (specified in a proposal)
- Tax return video review meeting
STARTING AT
Need help to start the process?
STEP
01
Complete the intake form below.
This allows us to gather all the information we need to assess your situation and explore the kinds of forms or help you need.
Stay connected with us throughout the whole process
Once work starts, you stay connected with us via our secure online platforms. These platforms are help with seamless communication and collaboration, ensuring you have access to support and resources. Through our encrypted channels, we prioritize your privacy and the security of all your interactions, allowing you to focus on your tasks with confidence and peace of mind. We have your back the whole way through.
