30-Minute Consultation

An in-depth session for complex cross-border scenarios, multi-year compliance issues, or major structural transitions. Designed to thoroughly analyze your situation, weigh strategic options, and map out a clear, low-risk action plan
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When to Choose Consultation

30-Minute Problem Solving

Best if you have one main issue with some complexity and want real options and trade-offs explained. Book this if:

  • 1Delinquent or complex compliance Multiple unfiled U.S. returns, FBARs, and international disclosures. Includes penalty abatement and Streamlined Procedures to minimize or eliminate penalties
  • 2Major life transitions Moving to or from the U.S., pre-immigration planning, expatriation (citizenship/green card renunciation), and exit tax management
  • 333Entity & investment structuring Ownership of U.S. or foreign corporations (CFCs, PFICs), cross-border real estate (FIRPTA), and multi-jurisdictional business structures
  • Treaty & residency issues Determining residency via the substantial presence test or treaty tie-breaker rules, claiming treaty benefits, and resolving dual-residency conflicts

350 USD

395.50 CAD

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Who This Is For

  • U.S. Citizens and Expats

    U.S. citizens and green card holders living in Canada or abroad

  • Investors with U.S. Income

    Canadians with U.S. income, assets, or various investments

  • Owners of Foreign Assets

    U.S. residents with foreign corporations or global real estate

  • Those Moving or Transitioning

    People facing moving, marriage, inheritance, or expatriation

  • Cross-Border Business Owners

    Owners needing U.S.–Canada tax structuring or data cleanup

  • Those Seeking a Second Opinion

    Those seeking a trusted review of AI or forum-based research

Why Our Consultations Are Paid

  • Get a real expert review and second opinion on your situation — especially valuable if you've been using AI tools or online research, or have received conflicting advice.

  • Clients often come to us after getting opinionated answers from ChatGPT or generic sources but want professional validation on how the rules actually apply to their facts.

  • The fee filters out casual browsers so we can give full attention to serious clients during the call.

  • Most clients walk away with clarity, risk awareness, and options that are worth many times the consultation fee in avoided problems or better planning.

What To Expect Step-by-Step

Schedule & Pay Securely

Choose your consultation length, pick a time, and pay online

Schedule & Pay Securely

Complete Client ID Form

Fill in the brief intake form so we can prepare for your specific situation

Complete Client ID Form

Meet With Your Advisor

You share your facts and questions during the call. We do not review documents or prepare anything in advance — everything happens live so we can focus on your exact situation in real time.

Meet With Your Advisor

Get Clarity & Recommendations

We clarify the relevant U.S. and cross-border rules, discuss your risks and options, and give clear recommendations. You take your own notes; recording is not permitted.

Get Clarity & Recommendations

Scope & Next Steps

If further work is required, we define the project scope and provide a fee estimate so you can decide whether to retain us.

Scope & Next Steps

  1. Schedule & Pay Securely

    Choose your consultation length, pick a time, and pay online

  2. Complete Client ID Form

    Fill in the brief intake form so we can prepare for your specific situation

  3. Meet With Your Advisor

    You share your facts and questions during the call. We do not review documents or prepare anything in advance — everything happens live so we can focus on your exact situation in real time.

  4. Get Clarity & Recommendations

    We clarify the relevant U.S. and cross-border rules, discuss your risks and options, and give clear recommendations. You take your own notes; recording is not permitted.

  5. Scope & Next Steps

    If further work is required, we define the project scope and provide a fee estimate so you can decide whether to retain us.

Schedule & Pay Securely
Complete Client ID Form
Meet With Your Advisor
Get Clarity & Recommendations
Scope & Next Steps

Frequently Asked Questions

The consultation will be cancelled and your payment refunded. We are required to complete conflict checks and comply with professional regulations before any advice is given.

The consultation will be cancelled and your payment refunded. We are required to complete conflict checks and comply with professional regulations before any advice is given.The consultation will be cancelled and your payment refunded. We are required to complete conflict checks and comply with professional regulations before any advice is given.

Required/strongly 
recommended if:

When to Choose Consultation

15-Minute Multiple unfiled U.S. return

Best if you have a single, straightforward question and want fast confirmation or a professional second opinion. Book this if:

  • Delinquent or complex compliance Multiple unfiled U.S. returns, FBARs, and international disclosures. Includes penalty abatement and Streamlined Procedures to minimize or eliminate penalties
  • Major life transitions Moving to or from the U.S., pre-immigration planning, expatriation (citizenship/green card renunciation), and exit tax management
  • Entity & investment structuring Ownership of U.S. or foreign corporations (CFCs, PFICs), cross-border real estate (FIRPTA), and multi-jurisdictional business structures
  • Treaty & residency issues Determining residency via the substantial presence test or treaty tie-breaker rules, claiming treaty benefits, and resolving dual-residency conflicts

200 USD

226 CAD

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60-Minute Deep Dive

Required/strongly 
recommended if:

  • 60-Minute Delinquent or complex compliance (multiple unfiled returns, FBARs, penalty/abatement questions)  
  • Delinquent or complex Delinquent or complex compliance (multiple unfiled returns, FBARs, penalty/abatement questions)  
  • 45260-Minute Entity or investment structuring (U.S./foreign corporations, real estate, multi-jurisdiction business)

500 USD

621.50 CAD

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Have a Question?

Fill Out the Form. We Respond Within 24 Hours.

If you have a question about U.S. Tax Compliance, Cross-border tax, need advice on tax-efficient structuring of your U.S. operations or would like to understand succession planning implications, contact us and we will help.