Step 1 of 3

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STEP 1 - CONTACT INFORMATION

Your Name(Required)
For the remainder of this form, fill out the information for the potential client (if not yourself:)
Potential client's name
Potential client's name
New residence

STEP 2 – YOUR SITUATION

Next, tell us more about your (or the potential client's) circumstances.
Sources of income (select all that apply):
Business entities
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
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)