The Only Cross-Border Tax Diagnostic Built for Canadians With U.S. Exposure
A complete, end-to-end evaluation of your U.S.–Canada tax position — uncovering missed opportunities, hidden exposures, and structural fixes that save you money and eliminate uncertainty.
See What’s IncludedCross-Border Tax Is Not Domestic Tax — And Most Accountants Treat It Like It Is
If you earn in one country and file in another, every decision affects both sides of the border. Most accountants only look at one jurisdiction at a time — creating misalignment, double taxation, and missed opportunities. Your diagnostic fixes this by analyzing your entire cross-border position as a single system.
A complete view of your cross-border position — and what to do next.
Full Cross-Border Tax Evaluation
A complete review of every U.S. and Canadian tax exposure, opportunity, and structural decision — mapped across both jurisdictions.
Precision Mapping of U.S.–Canada Interactions
See exactly how each tax decision in one country affects the other, eliminating guesswork and preventing costly misalignment.
Immediate, Actionable Wins
Quick tax wins, compliance fixes, and structural improvements identified in your first review cycle.
Built for High-Income, High-Complexity Profiles
Optimized for multi-entity structures, cross-border income streams, treaty considerations, and dual filings.
A Clear Roadmap to Optimization
Your diagnostic becomes a strategic roadmap showing how to restructure, re-sequence, and optimize your position.
A Simple, High-Value Process Designed for Busy Professionals
Intake & Document Review
You complete a streamlined intake built specifically for cross-border complexity. We review filings, structures, income flows, and treaty positions.
Full Cross-Border Analysis
We map your U.S.–Canada tax interactions, identify exposures, and uncover optimization opportunities.
Your Diagnostic Report
You receive a clear, actionable roadmap showing exactly what to fix, optimize, or restructure.
Optional Advisory Engagement
If you want ongoing support, the diagnostic becomes the foundation for your premium advisory relationship with us.
Built for Canadians With U.S. Income, Equity, or Business Interests
Transparent Pricing. No Surprises. High ROI.
The Cross-Border Diagnostic is $2,500 CAD.
Most clients recover multiples of this through tax savings, structural optimization, and compliance fixes.
You will increase value to your business with our advisory diagnostics.
Ready to Eliminate Cross-Border Tax Uncertainty?
Get clarity, confidence, and a fully optimized U.S.–Canada tax strategy.
Book Your Cross-Border Tax Optimization Diagnostic Now →