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Yes, we offer free initial 15–20-minute consultations to understand your needs better. These consultations do not include specific tax advice; they are more like an informal meet-and-greet to get to know each other and learn more about our firm and expertise.
Yes. Our team has in-depth knowledge of both U.S. and Canadian tax laws, which is essential for clients with cross-border tax needs, such as U.S. expats in Canada or Canadians investing in the U.S.
We prioritize transparency and use a hybrid billing system. We typically charge flat or fixed fees for tax preparation, bookkeeping, and year-end accounting work. For Audit representation, tax advice or planning, or any non-recurring work, we typically bill hourly. Please take a peek at our Pricing and Plan page.
Our fees are based on the scope and complexity of the required work. We offer three primary fee models:
Fixed-Fee: A set price for clearly defined, recurring services (e.g., monthly bookkeeping, annual tax filing). This provides budget certainty.
Value-Based: A fee determined by the value and impact of the advice we provide, often used for complex advisory projects. (large refund recovery projects, grant applications)
Hourly: Used for ad-hoc consulting or projects where the scope is not fully defined upfront.
Typically, we request 50% of the final fee as an upfront retainer, and we ask the remaining 50% before the tax filing process. This ensures we spend more time delivering value to our clients and less time chasing outstanding invoices; overall, it keeps our fees more competitive than other firms.
Firstly, we are CPA, so we are bound by a code of conduct which includes ethics and data privacy. Any compromise of this will be a breach of our duties to you as a client. We maintain a secure client portal in which our clients can upload their information directly it. You can contact us, and we will gladly invite you to this secure portal. Additionally, we allow our clients to share information with us via Google Drive or Dropbox, which are encrypted and safe options.
As CPAs, we are bound by strict ethical and professional standards regarding client confidentiality.5 We utilize:
Secure Portals: We use encrypted, password-protected client portals for the secure exchange of sensitive documents.
Cloud Security: Our cloud-based software adheres to industry-leading security protocols.
Physical Security: Client files are stored in locked, secure premises.
Our accountants primarily work remotely, and we try to keep our firm's overhead as lean as possible. This, in turn, allows us to deliver the cost savings back to you and keep our fees lower than what you can expect to pay at other firms. There are specific times when we will request that clients meet us at our satellite offices. For these meetings, we will advise on the details ahead of our meeting so you can be prepared to meet with us.
Typically, we try to gather as much information as we can to make an informed decision before accepting a new client. We provide you a new client questionnaire in which you have to fill and return to us. We will typically also ask for prior-year tax returns, if applicable, to help paint a picture of what tax considerations we may face during the preparation process. If you are hiring us for bookkeeping, we will request access to your accounting records and/or system. We will also request recent bank statements to assess the transaction volume. Clients who do not feel comfortable sharing this information with us during this process will most likely not receive an accurate fee estimate, and this may change during the course of the project if we identify more work than anticipated. So, the more support information that is provided to us before providing you a fee estimate, the more accurate your fee estimate will be as compared to the final actual fee.
We are insured with up to $1,000,000 in liability insurance per year in both the US & Canada. So, if our firm is responsible for any errors or omissions and as a result you suffer damages, our insurance policy most likely covers this.
Our key differentiator is our in-depth knowledge of both U.S. and Canadian tax laws, allowing us to provide comprehensive solutions for cross-border taxation. We specialize in addressing the needs of expats, multinationals, high-net-worth individuals, and those with international interests, where a tax generalist may not suffice.
We are proud to serve clients across the United States, with a focus on clients in the State of Florida. Given our specialization in cross-border and expat taxation, we also assist U.S. Citizens and individuals with interests in Canada.