Who You Are

Not For Everyone.

We work best with a specific group of clients, and if you’re reading this, there’s a chance our services might not be the right fit for you. We prefer to be upfront about that so we can save you some time.

What We Do

Want to have us look at your file? Here's who tends to get the best value from our services:

You, The Client.

You’re an individual, business owner, or professional athlete dealing with cross-border tax challenges. While we might involve your financial advisors or legal team in specific discussions, we work directly with you, the decision-maker.

Independence.

You’re independent and not part of a larger corporate structure. We don’t work with holding companies or private equity firms—our focus is on individuals and privately held businesses.

Location.

While most of our clients are based in North America, we also work with clients internationally, including those in the UK, South America, Asia, and Australia. Cross-border tax issues don't have borders, and neither do we.

Size.

We work best with individuals + their families, and/or businesses with up to 100 employees. Our expertise lies in anticipating the problems that these entities experience, and guiding you or your organization through what comes next.

Engagement Style.

You’re sick of googling for answers, and just want your problem solved. You don’t need hand-holding, but you do need real advice to help you navigate your real world tax situation. (No more ChatGPT copy/paste.) We fit well with clients who are decisive and hands-off.

Scope of Engagement.

Typical tax-guy answer: "It depends." But services typically range from CAD$6,000 to CAD$25,000, with some offerings starting at CAD$3,000. Engagements are either quoted upfront and prepaid, or handled on a retainer basis where we work against an advance deposit.