Our Clients

Entrepreneurs & High Net Worth Families

• People whose finances cross borders, jurisdictions, and rules.
• You may have companies, trusts, investments, equity, or compensation that sits in more than one country.
• You don’t need hand-holding, you need the file handled correctly, cleanly, and quietly.

Professional Athletes & Advisory Teams

• Athletes earning income in multiple states and countries.
• Agencies, family offices, and independent advisors who need cross-border support without the drama.
• We handle the filings, the timing gaps, the CRA requests, and the cleanup so the athlete stays focused on their season.

Individuals With Cross-Border Exposure

• Executives with US compensation.
• Dual filers.
• People moving in or out of Canada.
• Anyone who knows they can’t afford to guess on residency, treaty positions, or foreign reporting.

If this is you, we’re probably a good fit.

Who We’re Not Right For

Large Corporations or Institutional Files

We don’t service public companies or private equity groups. Our practice is built for people, not layers of committees.

DIY Filers & Bargain Hunters

If you’re trying to figure this out yourself, or you’re shopping for the cheapest fix, this isn’t your office. We don’t do hourly billing, “quick questions,” or discount returns.

People Who Want a Second Opinion but Don’t Want the Work Done

We’re not here to diagnose in the abstract. We’re here to fix what’s broken.

What Working With Us Looks Like

Simple. You bring us the file, and we sort it out the right way. If you need the problem gone, you’ll like how we work.