Resources

Self-serve tools for the questions before your consultation

A starting point for questions to discuss with us. Not a substitute for advice on your own returns.

Residency Quiz

A few optional questions, based on the substantial presence test and CRA residential ties, for a directional read on where you may file.

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FBAR and/or Form 8938 Quiz

Find out whether your Canadian accounts, including RRSPs, TFSAs, and RESPs, may need to be reported to the US, and when to get advice.

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Tax Guides

1040NR, T2209, W-8BEN, FBAR, and Streamlined catch-up filing, explained.

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Currency Converter

Published IRS and Bank of Canada annual average rates, 2021 to 2025.

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