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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.

Book Consulttaion - Initial Consultation

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)

Have a Question? Call Us Now: (905) 338-9100

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