Our firm focuses only on U.S. and Canadian taxes for individuals living in Canada. We know how the two countries tax systems work together and where they don’t. We prepare annual 1040 and FBAR submissions and also prepare 'Catch Up' Streamlined Procedure submissions. We prepare non-resident U.S. tax returns for taxpayers that work in the U.S. or have rental properties. Selling a U.S. Property? We can help with that too. Located in the Okanagan, we provide a completely paperless process so that we can help clients nationwide. Through email, our secure portal and phone calls, we can get what we need from you and send you everything electronically. We are a small firm with big firm experience and every client is important to us. Please visit our website for more info.more...See more text
Heather did our taxes for a decade, very poor communications. In 2022 she jumped on the “inflation” bandwagon and slapped us with a 36% increase in fees, then kicked us off her client list when I complained.
Hi, I am not sure which client you are but I am sad that you feel the need to give this review of me. If we worked together for a decade, I can only assume the communication and service was actually pretty good. As you know, there is way more back story than inflation for my fee increase. It was not an easy decision and I spent a lot of time and effort coming up with a fee structure that I felt was still very much reasonable in the cross border tax marketplace.
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