No pitch. Just prices.
If you know what you need, we quote it. If nobody does yet, we start with a diagnostic. Fixed fee either way, quoted before we start.
1. Cross-Border Diagnostic — CAD $1,400
For files where nobody can say yet how bad it is. Thirty checks across residency, filings, elections, foreign reporting and credits. You get a written report: what is wrong, what it takes to fix, and what that will cost. If you already know what you need, you don’t need this.
2. Cross-Border File Rebuild — CAD $5,000 to $25,000+
A departure handled by guesswork. PFIC rules ignored. A missing 5471, a wrong T1135, income in the wrong country, treaty positions never documented. If your file feels like a Jenga tower waiting to fall, this is the one. We go back through the years, unwind it, and rebuild a position that survives a full review.
3. Notices and Foreign Tax Credits — CAD $3,500 to $12,000
For years that have gone out of sync with one or both agencies. Timing reassessments while the US return sat in limbo. A notice nobody answered. Credits calculated wrong. We bring the years back into line, answer the letters, and get CRA or the IRS to the right number.
4. Ongoing Cross-Border Stewardship — from CAD $3,500 a year
For people who want it handled every year and never thought about again. We file both countries and keep residency, treaty positions, foreign reporting and credits lined up. Athletes and their advisory teams sit here too, with the timing gaps and season-end cleanup handled in the background.
Not sure where you fit?
Book your 30-minute Meet ’N Greet.
We’ll walk through your file, tell you exactly which engagement applies (if any), and quote the work upfront.