Business Advisor
Cross-Border Tax
Advisory Projects
Tax Resolution
Our Professional Services
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Business Advisor
We partner with small businesses from start-up stages to operating revenues under $5 million to provide monthly accounting, financial statements and tax return preparation. We set up monthly or quarterly strategy meetings to review your results and discuss your next steps. Our fees start with an initial assessment and then billed monthly.
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Cross-Border Tax
We work with individuals with Canada and U.S. tax filings and special foreign reporting.
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U.S. citizens living in Canada, U.S. residents and Non-resident filings
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U.S. or Canadian employees and business owners working or doing business in other countries
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Foreign financial accounts reporting
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Individuals buying, selling or renting foreign property
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U.S. ITIN application and renewals
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Advisory Projects
We provide advisory services for situations unique to you including:
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Planning for moves to/from foreign countries
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RRSP, pension and retirement implications
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Tax estimates and scenario planning​​​​​
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Potential U.S. state and estate filing obligations
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Tax Resolution
​We review tax assessments to tax returns as filed. We contact CRA, IRS and other tax authorities to resolve inquiries or issues as your authorized representative. We assist with voluntary and late filings.
Our Values
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We value transparency and professionalism. The first step is to schedule an initial consultation as an introduction and to determine your tax needs. Scheduled calls and meetings allow us to truly focus on you and the issues for discussion. We offer value based, fixed fee pricing and online payment options. Our Engagement Letter will clearly disclose the services we will provide, mutual responsibilities and expected timing.
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We value innovation, communication, trust and expertise. We use technology and standard processes to perform our work. Our Client Portal is an integrated platform for document sharing and secure communications. We will prepare your tax returns substantiated by current tax law at the time of preparation and using complete information you provide to us. We will communicate any important information to you which affect your filings and keep you updated on the status.
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We value integrity and efficiency. We will apprise you of your tax deadlines or other applicable dates. We will deliver your tax returns or other agreed upon services within those dates. The tax returns we prepare for you will include our tax preparer information. ​​
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