A written position report from a CPA licensed in both the US and Canada: your whole situation mapped, the fix priced, and the things you can safely ignore named.
Credited in full toward the work when you engage us. No deadline on that.




Two filing obligations open, one of them urgent. No back tax owed; the exposure is the missed disclosures, and the door to clear them is still open.
Cross-border tax problems are almost never what they look like from the outside. A "simple move to Canada" can hide an unfiled foreign-account form with $10,000-a-year penalties attached. So we look first, properly, in writing, and you keep what we find.
Written for you, in plain language, by the CPA who read your file. Where a number appears, it's sized from your own documents.
Six pages, client details changed.
Secure checkout in a minute. The intake takes 15 to 20 minutes, and you upload documents only if you have them handy.

He reviews your intake within 2 business days and follows up if anything's unclear. Every diagnostic is his work, personally.
The report lands within 2 more business days, 3 to 4 after you finish the questions. Then we book your 20-minute results call and walk through it together.
If the report doesn't tell you what to file, what it costs, and what happens if you don't, tell us and we'll refund the $250. No forms, no argument.
We do offer a free 15-minute fit call, and it's genuinely useful for figuring out whether the diagnostic is right for you. But real advice takes real work: reading your documents, checking both countries' rules, putting it in writing. Free consultations in this industry are sales calls with a different name. The diagnostic is advice you own. The report is yours either way, and you can take it to any preparer you like.
Complicated situations are the reason it exists. The messier the file, the more it's worth mapping before anyone files anything. If something about your case genuinely doesn't fit the diagnostic, we'll tell you on the fit call before you've paid a dollar.
The last section is a plan with prices on it. You can hire us to run it, run parts of it yourself, or take it somewhere else. There's no meeting where we pressure you. Most people who engage us do it because the report made the decision easy.
Three to four business days after you finish the questions, and we're usually faster. That's business days, not calendar days. If we're traveling or backed up, the current turnaround is shown right above the buy button.
Payment runs through Stripe, we never see your card. Documents go through our secure client portal, the same one our tax clients use.
Buy it, answer the intake, and three to four business days later you'll know exactly where you stand and what it costs to fix.
Credited in full toward the work. No deadline.
Start my diagnosticNot sure it fits your situation? Book a 15-minute fit call