Our Consultations
How Our Initial Consultation Works
We recommend you do preliminary research so you are comfortable knowing you’re speaking to a qualified U.S. tax advisor. You can review our credentials, experience, and our clients’ testimonials on our website and Google reviews. Based on your research, you can make a decision on whether you would like to trust us with your cross-border and U.S. tax concerns.
Consultation for Canadian Residents

Initial Consultation (In person, Video, Phone)
15 min | $169.5 CAD (HST included)






Initial Consultation (In person, Video, Phone)
30 min | $339 CAD (HST included)






Initial Consultation (In person, Video, Phone)
1 hour | $565 CAD (HST included)
Forms W-8BEN and W-8BEN-E Review and Preparation Services






Review and preparation of Form W-8BEN (Individuals)
Price: $169.5 CAD (HST included)






Review and preparation of Form W-8BEN-E - Entities
Price: $282.50 CAD (HST included)
Consultation for U.S. Residents and Other Canadian Nonresidents






Initial Consultation (In person, Video, Phone) - U.S. Residents
15 min | $150 USD






Initial Consultation (In person, Video, Phone) - U.S. Residents
30 min | $300 USD






Initial Consultation (In person, Video, Phone) - U.S. Residents
1 hour | $450 USD
Forms W-8BEN and W-8BEN-E Review and Preparation Services






Review and preparation of Form W-8BEN - Individuals
Price: $150 USD






Review and preparation of Form W-8BEN-E - Entities
Price: $250 USD
Employer Identification Number (EIN) Services
Application for Employer Identification Number (EIN) for U.S. domestic entities (Includes courier charge)
$1234.24 CAD (HST included)
Application for Employer Identification Number (EIN) for non-U.S. entities and estates
$282.5 CAD (HST included)