- Regular tax filings– Canada, U.S., or both… bundle and save
- Streamlined Procedure filings (Penalty-free U.S. tax amnesty program)
- “What-if” research – explore the cross-border implications of various financial scenarios, and avoid double taxation
- Free audit assistance for existing clients
- U.S. citizenship renunciation or relinquishment
- Assistance for DIY tax preparers (Canada, U.S., or both)
- Assistance to certified accountants: bookkeeping, reconciliation, auditing or tax preparation tasks
- Affordable instruction or tutoring on U.S. tax system
- Assistance to individuals preparing their records for an accountant: in-home or take-away
- Canadian tax-shelter filing assistance
