Step
1
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3
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STEP 1 - CONTACT INFORMATION
Your Name
(Required)
First
Last
Phone Number
(Required)
Email
(Required)
For the remainder of this form, fill out the information for the potential client (if not yourself:)
Potential client's name
Same as above
Potential client's name
First
Last
Canadian immigration status
(Required)
Citizen
Permanent Resident
Visa
None
U.S. immigration status
(Required)
Citizen
Permanent Resident
Visa
None
State or province of current residence in North America
(Required)
None
Alberta
Alaska
Alabama
Arkansas
Arizona
British Columbia
California
Colorado
Connecticut
District of Columbia
Delaware
Florida
Georgia
Hawaii
Iowa
Idaho
Illinois
Indiana
Kansas
Kentucky
Louisiana
Massachusetts
Manitoba
Maryland
Maine
Michigan
Minnesota
Missouri
Mississippi
Montana
New Brunswick
North Carolina
North Dakota
Nebraska
New Hampshire
New Jersey
Newfoundland and Labrador
New Mexico
Nova Scotia
Northwest Territories
Nunavut
Nevada
New York
Ohio
Oklahoma
Ontario
Oregon
Pennsylvania
Prince Edward Island
Quebec
Rhode Island
South Carolina
South Dakota
Saskatchewan
Tennessee
Texas
Utah
Virginia
Vermont
Washington
Wisconsin
West Virginia
Wyoming
Yukon
New residence
I am moving from one country to a different one
State or province that you used to live in or that you are moving to (put "None" if outside North America)
None
Alberta
Alaska
Alabama
Arkansas
Arizona
British Columbia
California
Colorado
Connecticut
District of Columbia
Delaware
Florida
Georgia
Hawaii
Iowa
Idaho
Illinois
Indiana
Kansas
Kentucky
Louisiana
Massachusetts
Manitoba
Maryland
Maine
Michigan
Minnesota
Missouri
Mississippi
Montana
New Brunswick
North Carolina
North Dakota
Nebraska
New Hampshire
New Jersey
Newfoundland and Labrador
New Mexico
Nova Scotia
Northwest Territories
Nunavut
Nevada
New York
Ohio
Oklahoma
Ontario
Oregon
Pennsylvania
Prince Edward Island
Quebec
Rhode Island
South Carolina
South Dakota
Saskatchewan
Tennessee
Texas
Utah
Virginia
Vermont
Washington
Wisconsin
West Virginia
Wyoming
Yukon
STEP 2 – YOUR SITUATION
Next, tell us more about your (or the potential client's) circumstances.
Sources of income (select all that apply):
Wages
Self-employment (business)
Pension
Rental
Investments (e.g. stocks/bonds/mutual funds)
Sale of real estate
Cryptocurrency
Business entities
Tick this box if you are a shareholder, partner or member of a business entity. (Do not tick this box for investments you hold in an investment account, like stocks, partnership units or trust units traded on a stock exchange or mutual funds.)
The use of a business entity to carry on a small business complicates cross-border filings. Examples of a business entity would be a U.S. LLC (even if disregarded), a Canadian ULC, a corporation or a partnership.
Trusts or Estates
Tick this box if you (or the potential client) is a trustee, executor or beneficiary of a trust or estate.
Being involved with a trust or estate complicates cross-border filings.
STEP 3 – WHY ARE YOU CONTACTING US?
I am interested in the following services (select all that apply):
(Required)
Tax return preparation: I am looking for a tax professional to prepare my tax returns
Tax consultation: I have questions or need advice about my current situation or upcoming changes
Issue resolution: I need help resolving issues (such as past tax return filings, government audits, tax return reassessments, collecting refunds, etc.)
Finally, tell us anything you wish about your situation or what you would like from us. A full explanation allows us to determine how best we can help you and what level of staff should contact you.
(Required)