Frequently Asked Questions
1. Do you handle both US and Canadian taxes?
Yes. We provide tax preparation and compliance services for both the United States and Canada, including cross-border situations where clients have obligations in both countries.
2. Do you work with non-residents?
Yes. We work with non-residents who have tax obligations in the US or Canada, including individuals with investment income, rental income, or business activities in either country.
3. What documents are required to get started?
The documents required depend on your situation. For tax preparation, we typically need prior year returns, income documents (W-2s, 1099s, T4s), and any relevant financial statements. We will provide you with a specific list after our initial call.
4. How does the consultation process work?
We start with a strategy call to understand your needs. From there, we provide a clear scope of work and pricing. Once you confirm, we begin working on your file with a dedicated point of contact.
5. Do you provide ongoing support?
Yes. Many of our clients work with us on an ongoing basis for accounting, payroll, and tax compliance. We offer monthly, quarterly, and annual service packages.
6. Can you help with cross-border situations?
Yes. Cross-border tax and business situations are one of our core areas of expertise. We help clients with US-Canada tax treaties, foreign income reporting, FBAR, FATCA, and business operations in both countries.
7. How do you price your services?
Our accounting and tax services are priced based on the scope and complexity of work. Advisory services are priced based on your specific situation. We provide clear pricing after an initial consultation.
8. How can I get started?
The easiest way to get started is to book a strategy call. We will review your situation and provide a clear recommendation for next steps.