FAQ

Fill out our intake form and book a 30-minute call. After that, if we're a good fit, you'll get a scoped, fixed-fee proposal and engagement letter. Once you sign, we get to work.

• Most cross-border tax engagements fall between CAD $3,500 and $25,000+, depending on complexity, jurisdictions involved, and the level of planning or remediation required.
  Some files, especially multi-year cleanups, time-sensitive matters, or situations requiring treaty analysis, land higher.
• We don’t quote from emails. We don’t do hourly billing. You’ll get a scoped, flat-fee quote after we’ve reviewed your intake info and discussed your file in a call. The quote will usually include some different ways to approach your file, so you can choose the best fit for your risk level and budget.

• You’ll get accurate filings, strategic input where needed, and direct communication. We’ll tell you what matters, what doesn’t, and what to do next.
• We don’t flood you with jargon or bury you in paperwork. We’ll ask for what we need, when we need it.
• We don’t chase. We don’t project-manage your life. If you disappear mid-file, we stop work until you’re back on track.
• Most clients want the file done right, done once, and done without hassle. That’s what we deliver.

You work directly with me, Cameron Ware. I’m your main point of contact and the person responsible for every detail of your file - no risk of being passed off to junior staff once your engagement letter is signed. My team does assist with some of the groundwork and administrative tasks, but I sure don’t delegate the technical or tricky parts of your file. The person you meet at the start is the person who will be with you every step of the way.

Well, here's four reasons:

1. When you do the same specific file work over and over, you get really good at seeing the patterns and problems. We know what triggers reviews, what the CRA and IRS care about, and how to keep them out of your life.
2. We’ve done this for a long time. Second-generation CPA. Hundreds of cross-border files, no fluff, no guesswork. Our filing record speaks for itself.
3. You’re not being handed off to juniors or outsourced across time zones. We scope your file, handle the core work, and answer your questions. If something goes sideways, it’s still our problem, and not some associate’s learning experience.
4. We don’t waste your time with buzzwords or MBA sales fluff. You’ll get answers, action, and the exact filings needed to get it done right the first time.

If we’re not the right fit, I’ll tell you fast and send you to someone who is. No hard sell. No ego. Just straight work.

No. Don’t make changes, file forms, or move money until we’ve reviewed your situation. That avoids triggering penalties or creating problems we’d need to fix later. Just bring what you have.

Not usually. Start with the 30-minute introduction. If it makes sense to move forward, we’ll walk you through next steps. In-person meetings are reserved for ongoing clients or high-complexity files.