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US & Canada cross-border filing

Cross-border tax that actually answers.

Instant pickup, real-time booking, and transparent fixed fees, for US-Canada filers who are done being ghosted, churned around, or surprised by a bill.

Book a 20-min consult

Email us a line about your situation and two times that suit you. We reply to confirm a slot.

Typical reply under 15 minutes
Email us to book
A tax consultant reviews every return
CFA-led advisory
Signed off by a licensed practitioner of record
US & Canada, one team

Fixed fees

Transparent fixed fees. No surprise invoices.

Every fee is fixed and confirmed in writing before any work starts. Corporate tax and bookkeeping lead, because those two are what keep a cross-border business out of trouble.

Cross-Border US-Canada Tax

Personal and corporate returns filed on both sides, treaty positions, FBAR, T1135, foreign tax credits.

from $1,050 CAD

  • Personal and corporate on both sides
  • Treaty and foreign-tax-credit optimization
  • A tax consultant reviews before filing
  • CFA-led advisory
Book a consult

Bookkeeping, Monthly

Reconciled books every month, so tax season is a routine handover instead of a scramble.

from $2,450 CAD / year

  • Monthly reconciliation and reports
  • Year-round, not just at deadline
  • Annual bookkeeping and tax from $1,400 CAD per entity
Book a consult

Personal Tax

Straightforward returns for individuals filing in Canada, the US, or both.

from $525 CAD

  • Canada personal from $525 CAD
  • US personal from $525 CAD
  • Fee confirmed before any work starts
Book a consult
Virtual CFO / Fractional Advisory, custom engagement. See how we scope it
Starting fees in CAD, before HST, while our fee schedule is finalised. Your fixed fee is confirmed in writing before any work starts.
Modern glass office tower against a bright, clear sky

How it works

Three steps. No phone tag.

01

Book a consult

Email us a line about your situation and two times that suit you. No form to nowhere, no waiting on a callback that never comes.

02

Get a fixed quote

We scope your cross-border situation and confirm your fee up front. The number you see is the number you pay.

03

A named human files it

One person owns your file end to end, a tax consultant reviews it, and a licensed practitioner of record signs off.

A laptop open to a live scheduling calendar on a bright, airy desk

2-minute check

Do I need to file FBAR or T1135?

Two questions most cross-border filers get wrong, and the penalties for missing them are steep. Answer these and we will point you in the right direction.

Not sure what you found? Book a consult and we will confirm it properly.
Tax paperwork and a calculator on a calm, bright desk
Quick filing check
Indicative only, not tax advice
Q1 Do your non-US financial accounts ever total over $10,000 USD?
Q2 Do you hold non-Canadian property or assets over $100,000 CAD?

Real, named people

The human who handles your file

No offshore anonymity. You will know exactly who owns your return, and who to call.

Muzzammil Iqbal
Principal
CFA Program, all three levels cleared
Owns your file from intake to filing.

Our guarantee

The quoted price is the price.

Two promises we put in writing, because "surprise invoice" and "still waiting to hear back" are why you left your last firm.

No surprise invoices

The fee we quote is the fee you pay. Scope changes are agreed before any extra work begins, never billed after the fact.

Same-business-day reply, or we make it right

Reach out during business hours and you hear back the same day. If we drop the ball, we make it right.

Questions

The things people actually ask

How are your fees set?
Every engagement is a fixed fee. We scope your situation on the consult and confirm the fee in writing before any work starts. The number you agree is the number you pay.
Who reviews and signs my return?
Our advisory is led by Chartered Financial Analysts. A tax consultant reviews every return, and returns are reviewed and signed off by a licensed practitioner of record. Full detail is on our credential disclosure page.
How fast will you actually reply?
Typical reply is under 15 minutes during business hours, and we commit to a same-business-day reply. Reach us outside business hours and your message is captured and picked up first thing. Nothing falls through.
Do you handle both US and Canada returns?
Yes. Cross-border US-Canada filing is the core of what we do, personal and corporate, including treaty positions, FBAR, T1135 and foreign tax credits. One team handles both sides, so nothing falls between them.
What if my situation is more complex than a fixed fee?
That is what the consult is for. We scope it, tell you plainly what it takes, and give you a fixed number before starting. For ongoing needs, Virtual CFO and fractional advisory is a custom engagement.
20-minute consult, not billed

Book the consult. Get a real answer.

Instant pickup, a fixed quote, and a named human on your file. Everything the incumbents make you chase.

Typical reply under 15 minutes during business hours