Our Consultations & Services
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 | $226 CAD
(HST included)
Initial Consultation (In person, Video, Phone)
30 min | $395.50 CAD
(HST included)
Initial Consultation (In person, Video, Phone)
1 hour | $621.50 CAD
(HST included)
Consultation for U.S. Residents and Other Nonresidents of Canada
Initial Consultation (In person, Video, Phone) - U.S. Residents
15 min | $200 USD
Initial Consultation (In person, Video, Phone) - U.S. Residents
30 min | $350 USD
Initial Consultation (In person, Video, Phone) - U.S. Residents
1 hour | $500 USD
Individual Taxpayer Identification Number (ITIN) Services
In Person
Application for Individual Taxpayer Identification Number (ITIN) (Including renewal and courier charge)
$560.62 CAD
(HST included)
Video
Application for Individual Taxpayer Identification Number (ITIN) (Including renewal and courier charge)
$664.86 CAD
(HST included)
Employer Identification Number (EIN) Services
Application for Employer Identification Number (EIN) for U.S. domestic entities (Includes courier charge)
$1,234.24
(HST included)
Application for Employer Identification Number (EIN) for non-U.S. entities and estates
$282.50 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 - Individuals
Price: $150 USD
Review and preparation of Form W-8BEN-E - Entities
Price: $282.50 CAD
(HST included)
Review and preparation of Form W-8BEN-E - Entities