Service Offerings

  • Individual US tax filings
  • Individual Canadian tax filings, where a cross-border issue exists
  • US Streamlined Procedure (Penalty-free U.S. tax amnesty program)
  • Canadian Voluntary Disclosure Program
  • U.S. citizenship renunciation, or green card relinquishment
  • So-called section 60(j) transfers of IRA or 401(k) plans to Canadian RRSPs
  • Free cross-border consultations for existing clients on evolution of financial circumstances
  • Initial consultations refundable on first client invoice, or free if we refer you elsewhere
  • Audit assistance–free to existing clients for US and Canadian tax returns (excluding foreign tax credits on Canadian tax returns)