Have you been outside Canada for less than two years?
Do you have significant investments or personal assets?
What time of year are you moving back to Canada?
The answers to these questions (and many more) can present unique tax situations that you will need to address with the Canadian Revenue Agency.
The timing of filings and what needs to be reported varies significantly from individual to individual and omitting what seems like insignificant details can result in severe penalties with the CRA.
We can help you navigate these complexities and ensure you avoid unnecessary tax problems on your return to Canada.
Depending on your needs we offer a variety of services.
Bronze
$325 Phone Consultation
A phone meeting with our team to discuss your specific tax risks and available mitigation plans.
Silver
$700 Phone Consultation and Personal Taxes
In addition to discussing your tax risks and mitigation we will assist you with filing your first personal tax return when you return to Canada. This can include some unique forms not included in a standard personal tax return.
Additional returns (i.e. for a spouse) will be billed at $300 each
Gold
$1,350 Comprehensive Consultation for Complex clients
Audit protection. If your residency return is audited by the CRA we will respond to the audit free of charge
Unlimited phone consultations
Coordination with your tax accountants in your non-Canadian jurisdiction
One Canadian Tax Return. Additional returns (i.e. for a spouse) will be billed at $300 each
US Gold plus
$2,600 Comprehensive Consultation for Complex clients PLUS a US Tax Return
Audit protection. If your residency return is audited by the CRA we will respond to the audit free of charge
Unlimited phone consultations
Coordination with your tax accountants in your non-Canadian jurisdiction
One Canadian Tax Return. Additional returns (i.e. for a spouse) will be billed at $300 each
We file your US personal tax return
Additional US returns (i.e. for a spouse) will be billed at $1,250 each