Investment in Your Financial Future
We provide comprehensive U.S. and Canadian individual and business tax compliance and strategic planning. You receive clear direction, tailored guidance, and ongoing support based on your specific circumstances and the jurisdictions in which you file.
Individuals
Compliance (Filings & Estimates Only)
Starting at
$1,500/year
Compliance pricing is per individual, per tax year.
Strategy is not included. Includes one jurisdiction (Canada or United States).
Strategy Add-On
First year starting at
$3,500
Exact scope and pricing determined during evaluation.
Businesses
Compliance (Filings & Estimates Only)
Starting at
$3,500/year
Compliance pricing is per entity, per tax year.
Strategy is not included. Includes one jurisdiction (Canada or United States).
Strategy Add-On
First year starting at
$8,000
Exact scope and pricing determined during evaluation.
Additional Services
• Voluntary disclosures and late-filing remediation
• Foreign tax credit disputes/recovery
• CRA or IRS audit support
• Amended or prior-year tax returns
• Cross-border residency and treaty analysis
• Corporate reorganizations and tax planning
• Real estate tax planning for purchasers, sellers, and non-residents
• Foreign reporting such as T1135, T1134, FBAR, 5471, and 3520
Private Advisory
We work with a select group of high-performing individuals each year — including professional athletes, entrepreneurs, and globally mobile professionals — to deliver ongoing tax strategy, cross-border planning, and financial advisory tailored to your income structure, career trajectory, and long-term goals.
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For a deeper look at what’s included and how we structure our flat-fee engagements, view the guide that best fits your situation:
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Investment Guide for Professional Athletes — tailored for those navigating cross-border income, contracts, and global careers.
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Investment Guide for High-Performing Women — designed for founders, executives, and globally mobile professionals building lasting wealth.