Contact and Consultation

Who Should Book

• You need Canadian personal or corporate tax preparation
• You need bookkeeping, payroll, or accounting software support
• 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 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
• Provinces and states involved
• Recent returns, notices, or correspondence (including from the CRA or IRS)
• Important filing, transaction, or closing dates

What Happens Next

1. Submit the consultation request.
2. We review the information for fit and conflicts.
3. You receive the proposed consultation scope and fee.
4. After acceptance, we meet and identify the required next steps.
5. Any return preparation or implementation work requires a separate agreed scope.