You should know who is handling your money.
Most cross-border filers cannot name a single person at the firm holding their return. That is the problem SV was built around. Every file here has one owner, and you get their name on day one.
The firm
Built for people filing in two countries at once
SV Financial is a cross-border US and Canada tax, bookkeeping and advisory firm based in Mississauga, Ontario.
We work with one kind of client: people and businesses with an obligation on both sides of the border. US citizens living in Canada. Canadians earning US income. Corporations selling into the other country. Anyone who has been passed between two firms that each handle half a problem.
The firm exists because that client keeps getting the same three things wrong done to them. Nobody picks up. Nobody publishes a price. Nobody puts a name on the file. So we inverted all three, and built the firm around it.
- Legal name
- SV FINANCIAL CONSULTING CORPORATION
- Incorporated
- Ontario, Canada. Corporation number 1001604560
- Based in
- Mississauga, Ontario
- Serving
- US-Canada cross-border filers, Ontario, Canada
- Focus
- Cross-border tax, bookkeeping, advisory
Credentials
Who reviews your return, and who signs it
Firms are vague about this on purpose. We are not, so here it is plainly.
The review
Our advisory is led by Chartered Financial Analysts. A tax consultant reviews every return before it is filed. The CFA charter is a designation in investment analysis and financial judgment, which is what a cross-border position actually turns on: which country taxes what, in what order, and at what cost to you.
The sign-off
Returns are reviewed and signed off by a licensed practitioner of record.
What we are not
SV Financial is not a CPA firm. We say so on the page rather than leaving you to infer it from a logo we do not have.
The service boundary
We do not provide audit or assurance services.
Full detail, including what each of those means for your file, is on our credential disclosure page.
Real, named people
The human who handles your file
No offshore anonymity, no shared inbox, no "your account manager". You will know exactly who owns your return, and who to call.
How we work
Three commitments, and what each one actually means
We answer
Instant pickup during business hours, and typical reply in under 15 minutes. Reach us outside those hours and your message is captured, not lost, and picked up first thing.
We fix the price
Your fee is scoped on the consult and agreed in writing before any work begins.
We name the person
One named person owns your file end to end. You are not handed between staff mid-season, and you are never talking to whoever picked up.
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.
The fee we quote is the fee you pay. Scope changes are agreed before any extra work begins, never billed after the fact.
Reach out during business hours and you hear back the same day. If we drop the ball, we make it right.
Meet the person who would handle your file.
Twenty minutes. You will leave knowing who owns your return, what applies to you, and what it costs.