Engagement Pieces
- Privacy Policy
- Engagement Letter-Tax
- Audit Assist Policy
- AET Services – Client Handout
- FBAR Client Acknowledgement
- T1135 Client Acknowledgement
- Streamlined Client Acknowledgement
- Value Add Service Bundles
- Pricing – US Returns
- Pricing – Canadian Returns
Client Organizer Questionnaires
- US 1040 Return
- US 1040NR Non-Resident return
- US 1040NR Non- Resident Return – Gambling
- Canadian Return
- Canadian Return – Joint
- US 1040 and Canadian Returns
- T1135 Worksheet
- US Simplified Questionnaire
- Canadian Simplified Questionnaire
- FBAR Worksheet – Single Year
- FBAR Worksheet – Multi Year
General Information
- Welcome to 2022
- 2021 Year End Update
- Getting Ready for Tax Season
- FBAR Quicksheet
- Comparison of FBAR and Form 8938
- FBAR Exchange Rates CAD-USA
- T1135 Quicksheet
- Streamlined Quicksheet
- US Tax Basics for Canadians
- US Citizen Basics
- US Dependent Basics
- PFIC Quicksheet
- US Gambling FAQ
- Expatriating From the US
