Book a Consultation & Get Professional Guidance

The purpose of an initial consultation is:

• Review your tax situation
• Explain relevant tax rules
• Answer your questions
• Identify potential tax issues
• Discuss options for resolving concerns
• Provide estimate for further work (if required)

• Before scheduling an initial consultation, please do your due diligence and research
• Be prepared to take detailed notes, as no recording will be made available
• We encourage you to watch our videos on 30-minute and one-hour initial consultations that contain certain tax matters that would require scheduling more time

• For example, you are employed by a Canadian company and travel to the United States for work. Depending on how much time you spend in the United States and how much of your compensation relates to U.S. work while you are physically present in the U.S., you may or may not be required to file a U.S. tax return

• Let’s say, you are a snowbird and spent more than 6 months in the U.S. during the tax year. What are your tax residency options?
• What IRS form may be required to be filed based on a particular transaction or facts
• You invested in a U.S. partnership and the partnership issued you Schedule K-1 with all zeros, you received inheritance from outside the United States, or your company made a dividend distribution to you, what forms may need to be filed with the IRS

• You have a question and googled 10 possible answers, leaning to one answer that seems to be right. You want to confirm that the answer you found is the correct tax answer. You would schedule a 15-minute initial consultation for that.