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TAX CONSULTATIONS FOR CANADIAN RESIDENTS

Your Consultation Guide: Finding the Perfect Path to Financial Clarity

15 MINUTE CONSULTATION

In person, Video or Phone

30 MINUTE CONSULTATION

In person, Video or Phone

1 HOUR CONSULTATION

In person, Video or Phone

15 MINUTE INITIAL CONSULTATION

What to expect from our consultation

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Key Scenarios

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How Our Initial Consultation Works

30 MINUTE INITIAL CONSULTATION

What to expect from our consultation

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Key Scenarios

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How Our Initial Consultation Works

1 HOUR INITIAL CONSULTATION

What to expect from our consultation

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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nulla eros urna, aliquet et porttitor in, congue ut risus. Nunc placerat faucibus ligula a mattis.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nulla eros urna, aliquet et porttitor in, congue ut risus. Nunc placerat faucibus ligula a mattis.

Key Scenarios

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How Our Initial Consultation Works

Alexey Manasuev, LL.M. (Int’l Tax), NYU, TEP

WHY U.S. TAX IQ

We are committed to providing our clients with an exceptional service experience

KNOWLEDGE

U.S. AND CROSS-BORDER TAXES IS WHAT WE DO

EXPERIENCE

EXPERIENCED TEAM OF U.S. TAX ADVISORS

SERVICE

QUICK, PROFESSIONAL AND RESPONSIVE SERVICE

PROTECTION

WE TREAT OUR CLIENTS’ INFORMATION WITH GREAT CARE

WHAT OUR CLIENTS SAY

Unscripted and 100% Genuine Testimonials from Our Clients
Good advise on home sale for dual citizens, good use of time on agenda and... getting the full answers in allocated time.read more
I am a dual citizen, I have always filed dual taxes but I had a home sale this... last year and did a lot of research to find someone I trusted with my unique tax situation. Alexey was extremely knowledgeable and my meeting confirmed all of the other wonderful reviews he had on here. I would highly recommend him to anyone for their cross-border tax needs.read more
My wife and myself had a great experience, working with Alexey. He gave us very... useful advisory information which helped us in the process of moving from Canada to US.Thank you.read more
Alexey is an expert when it comes to cross boarder income and US tax filing. ... He took the stress out of my transaction and handled it with ease.read more
Alexey cut out the BS and gave me straightforward and actionable advice on the... tax issues related to my specific situation. He laid out the pros and cons of each choice. He not only made recommendations, but he also explained the reasons behind them. In my specific case, nothing special was required and he was honest about that instead of trying to drum up more work for himself by proposing a bunch of tax analysis. I would recommend.read more
It was with much anxiety that I contacted Alexey as I had recently been made... aware that as a dual citizen I had tax-reporting obligations in the US despite not having lived or worked there since I was 2. Online research was scary with potential of large penalties etc. Alexey took the time to explain everything and walk me through what needed to happen to become compliant. He then made it really easy to submit everything that was needed to complete the filings. High degree of professionalism and approachability the whole way through. Highly recommend for anyone who finds themselves in my position!read more
I had a very complex tax situation this year since I needed to request a refund... from the IRS (US) and pay that amount to the CRA (Canada). I approached Alexey and Yashar because after an unsuccessful attempt at filing my returns with another accountant. Alexey and Yashar were extremely quick, efficient and knowledgeable. Thanks to them, I was able to obtain the refund from the IRS within a few months and pay off the amount I owed to the CRA. I highly recommend this firm!read more
Alexey was thorough in learning about my situation and guiding me through all... my options. I appreciated the online booking service for the initial consultation; it took me less than 5 minutes to get an appointment. Overall great service!read more
My husband is a U.S. Citizen and Canadian PR. We had a consultation with Alexy... to discuss strategies for managing our assets and estate planning to optimize our tax position. He was extremely knowledgeable, helpful and answered all our questions. We finished asking our questions before the end of the hour and he took the rest of the time to probe other areas with us and offer advice which was appreciated, rather than just cut the meeting short. Would absolutely recommend if you have obligations to file with the IRS and want to avoid any issues.read more
Working with Alexey and the team at US Tax IQ didn't just solve my legal needs... to a high level of quality, but ended up being an enjoyable experience. The small, dedicated team went above and beyond the service they offered to make me feel comfortable, valued, and well-educated in my own legal and tax history. Alexey treats his clients with respect, honesty, sincerity, clarity, and just the right balance of professionalism and personal consideration. I would recommend them whole-heartedly to anyone. I feel set up for success in my renunciation process from the US and know that the team at US Tax IQ is just an email away.read more
Beside my personal tax complications along with my business tax problems. In... 2018 I thought this is the end of my business and the end of my courier. Because that is all I know. Mr. Manasuev and his professional team took care of my complex tax issue . Alex assured me one thing , he said not to worry let me do my job and indeed he did it . At the end I was and still up to date with my taxes. I am still his client .In brief give your bread to the baker even if he eats half of it , better than you burn it and toss it all in the garbage.read more
In a marketplace where big-name firms seem incapable of adjusting their... services to fit their client's real-life circumstances, U.S. Tax IQ stands out above the others and goes the extra mile to work with you -- another human being! "Boutique" is not just another word with Alexey Manasuev and his associates. U.S. Tax IQ made my first taxation and legal experience not just survivable, but (let's be honest, we're talking about lawyers and accountants here) ALMOST fun. That's how personable and compassionate they have been. All five stars, earned!read more
My wife and I have had great experiences working with Alexey and team. They are... efficient, reliable, knowledgeable and trustworthy. I genuinely feel that the team cares about our cases, and does whatever they can to help us feel satisfied with their services. I would absolutely recommend them for any of your US-Canada related tax needs.read more
Alexey was great and answered my questions regarding how to best structure our... family will and inheritance to make sure we understand what is needed in both Canada and the United States. The service was wonderful and team was very quick to respond to my initial inquiry and setting up an appointment was easy and convenient. Thanks Alexey - you really made this clear and easy to understand!read more
As a dual citizen of both the U.S. and Canada, I needed some cross border tax... advice and booked a consult. Alexey was extremely knowledgeable and thorough. He brought things to my attention that I was not aware. He listened attentively and asked questions to understand my situation. His advice will definitely be valuable moving forward.read more
In these times of ever changing regulations and constant adjustments needed to... deal with cross border business , I have found Alexy and his staff at US Tax IQ to be an invaluable asset.Whatever the problem, they always have the solution.read more
Grateful for Alexey and his team! Very few tax attorneys were familiar with my... situation, but after talking with Alexey, he was confident that he could help to resolve my IRS penalties. Very professional and got the job done quickly! Highly recommend & I would use them in the future if I had to.read more
Alexey and his U.S. Tax IQ team are knowledgeable, professional, courteous and... efficient. All questions and concerns were addressed promptly. We could not be more pleased. We have recommended their services to friends and family with complete confidence.read more
US Tax IQ have been just incredibly helpful. I've had several issues over the... last 2 years related to both dual citizenship and some changes in my marital status. They have been patient, kind, knowledgeable, and fantastic value for money. I definitely feel like I'm in good hands with them, and continue to use their services for both Canadian and US taxes. I recommend them to friends whenever possible.read more
I have successfully renounced my US citizenship with the excellent help and... advice from U.S. Tax IQ. I was born in the US but had lived in Canada for over 50 years as a Canadian citizen. I sought their help after finding it too cumbersome to read and understand the IRS documention. They were very professional and knowledgable in completing my 5 years of required taxes and FBARs and in guiding me to prepare for my Loss of Nationality appointment.read more
After contemplating renunciating my citizenship for some time I was advised by... friends to see two different lawyers downtown .I learned that the process was complicated and costly. I spent money quickly for information that was hardly worth the cost. Discouraged ,I was concvinced by my accountant to retry one last time with the us tax iq. After my first interview ,I realized that the process was much more simple and easy then previously advised. With alexeys‘ help, I completed the forms and was on my way to getting things done with excellent help and much less cost.Once I completed the forms, which was far less Formation then explained in the confusing US. Website, I had my interview and was finished with the process.I wouldn’t hesitate to use this firm to help with this process and at least look at options as I know they help people who want to stay citizens. Beware of lawyers that make this way more complicated and thus expensive then it really needs to be.read more
When I became overwhelmed with the thought of maneuvering through the U.S. Tax... code to get my U.S. Tax filings up to date I was fortunate to have U.S. Tax IQ there to walk me through everything. They took care of all of the required paperwork and filings. And when it came time to consider rescinding my U.S. Citizenship, U.S. Tax IQ was able to present me with all my options so that I could make an informed decision. I really appreciated their professionalism and thoroughness. I can't recommend them highly enough!read more
I have been struggling for the last couple of years completing my husband's US... Tax submission. He is a teacher, American and now a permanent resident in Canada, since 2000. It has been extremely difficult to find someone who is versed in US and Canadian Tax laws. I reached out to Brandon recently and he helped us out tremendously. He gave the process clarity and simplification that we have not found anywhere else. I completed not only my 1040 but also the 2555-EZ and FBAR. Thanks so much Brandon and your firm. What a huge weight off of our shoulders. We will definitely recommend your firm to others with complete confidence and satisfaction !read more
I have been dealing with Alexey and his team at US Tax IQ for the past two... years. As a dual Citizen I had back-filing issues to address. I continue to be pleased with the professionalism and timeliness of response and insight that I receive from US Tax IQ and their very capable team.read more
Great firm to work with - very professional and responsive.
My family almost gave up ownership of US real estate properties we bought years... ago due to tax issues. Luckily, we found US Tax IQ and they helped us by providing professional easy to understand advice on how to sort, plan and structure our taxes moving forward. From consultation to execution, I am thoroughly impressed by these guys. Special thanks to Alex and Brandon for showing my family how to save ourselves time and money.read more
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Google Rating
5.0
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OUR INITIAL CONSULTATION PROCESS

We put a lot of thought into our processes that have been continuously improved over the years with one primary goal in mind that is our clients’ satisfaction. Our initial consultation process is reliable and has you covered from the moment you first interact with us until your tax concerns are addressed.

Book Consulttaion - Initial Consultation
STEP 1 - CLIENT
DUE DILIGENCE & RESEARCH
Due Diligence and Research

We recommend you do a 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.

STEP 2 - U.S. TAX IQ
SCHEDULING & PAYMENT
Scheduling & Payment

Our Initial Consultation process starts with scheduling a meeting (in person, by video or by phone). You can choose a desired duration for the consultation, although we would typically recommend a particular length of consultaiton, depending on your tax issue. Because we actually provide you actionable advice and consulting in the first meeting, we do not provide free consultations. As such, you will need to make the payment at the time of scheduling.

STEP 3 - U.S. TAX IQ / CLIENT
PRELIMINARY ADMINISTRATIVE MATTERS
Rules of Engagement: Preliminary Administrative Matters

During the initial consultation, we will provide our recommendations and preliminary advice, as well as a fee estimate for any future work. At the end of the meeting, we will typically expect you to make a decision on whether to retain us to do the work. When you decide to retain us, we will proceed with the engagement setup and retainer invoice, as applicable. If you decide not to retain us, you will leave the meeting with an undertanding of your options and how you could proceed. Please be prepared to make a decision. Note that there is no penalty for saying “no” – we fully understand that our services are not for everyone. We are here to help, and you should only work with someone you like and trust.

STEP 4 - U.S. TAX IQ
FACTUAL REVIEW
Factual Review

After we addressed preliminary administrative matters, we will review your facts and documents (as applicable), ask you additional questions, and try to understand your objectives and tax issues you are facing and would like to resolve.

STEP 5 - U.S. TAX IQ
TAX & LEGAL FRAMEWORK
Tax & Legal Framework

We will provide an overview of applicable tax and legal framework so that you understand the tax treatment applicable to your facts and circumstances.

STEP 6 - U.S. TAX IQ
TAX EXPOSURE IDENTIFICATION
Tax Exposure Identification

At this point, we will identify and review potential tax exposure and any other tax issues that may need to be addressed in your situation.

STEP 7 - U.S. TAX IQ
OVERVIEW OF AVAILABLE OPTIONS
Overivew of Available Options

We will then review options available to you to address your tax issue or to solve your tax dilemma.

STEP 8 - U.S. TAX IQ
ADDRESSING YOUR QUESTIONS
Addressing Your Questions

We will, of course, address all your questions. Note that in rare cases, we may need to follow-up after the meeting in case we may need to confirm certain tax treatment.

STEP 9 - U.S. TAX IQ
PROVIDEING RECOMMENDATION & ADVICE
Providing our Recommendations and Advice

At this point, we will provide you with our recommendations and tax guidance on addressing your tax issues. If we believe that additional work may be warranted, we will recommend it. Otherwise, you may have everything you need to address your tax concerns based on the Initial Consultation.

STEP 10 - U.S. TAX IQ
FREE ESTIMATE
Fee Estimate

We will also provide a fee estimate for any additional work, in case we determined it may be required in your situation.

STEP 11 - CLIENT
DECISION ON RETAINING US
Decision on Retaining Us

In the end of the Initial Consutlation, we will ask you to make a decision to retain us (in case any additional work is needed). When you decide to trust us with your tax concerns, we will start the client onboarding process. If you decide to retain someone else or do not engage us due to any reason, you will have an understanding how to proceed further based on tax advice and recommendations provided during the meeting.

WHY PAID TAX CONSULTATIONS

After all, cross-border taxes shouldn’t be so taxing!

In the realm of tax consultations, the debate between free and paid options persists. While a complimentary initial consultation might seem appealing, it’s important to consider the underlying value and expertise offered. The complexities of U.S. international tax and cross-border Canadian tax laws require specialized knowledge, and this is where a paid consultation with a qualified professional shines. Such consultations provide an opportunity for an in-depth analysis of an individual’s tax situation, identifying potential tax exposure and offering tailored solutions. The dedication of time, experience, and comprehensive understanding offered in a paid consultation sets the stage for informed decision-making and long-term financial security.

A free consultation, though enticing, may lack the depth necessary to address intricate tax matters effectively. It’s crucial to recognize the investment professionals make in their education and experience, making paid consultations a more reliable option. The valuable insights gained from a paid consultation extend beyond mere numbers, offering practical and actionable advice tailored to each individual’s unique circumstances. When faced with the complexities of U.S. international tax and cross-border tax laws, opting for a paid consultation ensures access to a higher level of expertise, accuracy, and personalized guidance.

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  • INVEST IN EXPERTISE: Access specialized knowledge tailored to your tax concerns.

  • DEDICATED TIME: Paid advisory ensures effective, thorough assistance.

  • CUSTOMIZED GUIDANCE: Get personalized recommendations for your situation.

  • INDUSTRY EXPERTISE: Navigate international tax complexities with seasoned advisors.
  • FOCUSED SOLUTIONS: Accurate guidance without irrelevant solutions.

  • TRUSTED PROFESSIONALISM: Build a committed, professional relationship.

  • EFFICIENT DECISIONS: Save time, and prevent future complications.

  • SECURE FINANCES: Trust advisors for peace of mind in cross-border tax matters.

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