Contact and Consultation
Tell us where Canada and the United States meet in your situation.
Who Should Book
- You live in Canada and have US citizenship, a green card, US income, property, or investments
- You live in the United States and have Canadian income, property, or business interests
- Your company is expanding across the border
- You own a foreign or foreign-owned entity with information-reporting obligations
- You need coordinated Canadian and US tax filings
- You want an entity or transaction reviewed before proceeding
What to Prepare
- A brief description of your situation and objective
- Citizenship and tax-residency history
- Relevant entities and ownership percentages
- Countries, provinces, and states involved
- Recent returns, notices, or correspondence
- Important filing, transaction, or closing dates
What Happens Next
- Submit the consultation request.
- We review the information for fit and conflicts.
- You receive the proposed consultation scope and fee.
- After acceptance, we meet and identify the required next steps.
- Any return preparation or implementation work requires a separate agreed scope.