- Essentials
- Essentials +
- Comprehensive
| For us, tax is personal | Essentials | Essentials + | Comprehensive |
| For us, tax is personal | Compliance For all clients we provide comfort and peace of mind ensuring that all of their tax compliance requirements are met with the Essentials Plan, you can feel confident that your tax returns and disclosures are complete and in compliance with current income tax law - more info | Compliance & Advisory For Essentials Plan + clients, our team is quick to identify areas of opportunity in your current tax year for reducing your overall tax burden along with identifying financial risk and exposure that may require the expertise of other qualified professionals - more info | Compliance, Advisory & Planning In addition to addressing their expatriate tax compliance and current year advisory needs, our Comprehensive Plan clients have access to our network of legal, investment and other tax professionals ensuring overall financial, estate and will-planning needs are met - more info |
| Canadian Tax Returns | |||
| US Federal and State Tax Returns | |||
| Basic Foreign Bank and Asset Disclosures (less than 5 items) | |||
| Electronic filing of all eligible Tax Returns | |||
| Tax Checklist to guide you through assembling all information at tax time and access to our secure portal for easy and encrypted file exchange | |||
| Pre-Year End checklist provided to ensure you're not caught by unexpected issues at tax time | |||
| Access to a cross border tax advisor who can review your pre-year end and year-end tax checklist and identify to you possible tax issues at time of submission. | |||
| Consulting with an experienced cross border tax advisor to provide direction both before year end and during tax preparation to propose issue resolution or optimization of your current year tax results (2 hours) | |||
| Access to our extensive network of professionals specializing in cross border immigration, wills and estates, and investment advisory | |||
| Assistance on Complex Compliance Matters involving Foreign trusts, Partnerships and Corporations | |||
| Cross-border tax planning with senior cross-border tax advisor on current year tax returns or in year of exit or entry (3 hours) | |||
| Coordination with your cross-border team of professionals including investment advisors, lawyers and other skilled advisors | Contact Us | Contact Us | Contact Us |