- 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)
