VOICE-FIRST TAX INTAKE

Talk through your cross-border situation.
Get a professional tax checkup report.

Answer a few questions by voice — just talk it through with a cross-border interviewer — or type them if you prefer. We turn your answers into a personalized, primary-source-cited CA–US Dual-Citizen Tax & Finance Assessment, delivered as a professional report.

$79flat, one-time · delivered in 3 business days · no sales call

🎙️ After checkout, talk it through by voice or fill the form · anonymous by default

Secure checkout via Stripe · For Canadians in the U.S. & Americans in Canada

Finally understand your dual-citizen tax situation.

A personalized, primary-source-cited assessment of your CA–US cross-border tax and finance position — FBAR, TFSA/RRSP/RESP treatment, PFIC exposure, treaty positions, and your biggest risks and opportunities. Delivered as a professional PDF you can act on.

Built from IRS, CRA, and the US–Canada Tax Treaty — cited to primary sources
Personalized to your accounts, income, and residency — not generic advice
Flat $79. No hourly billing. No sales call.
Anonymous by default — we only need what's material to your assessment

What you get

Executive summary & risk rating
Your compliance position (US & Canada)
FBAR / FATCA exposure
Registered account treatment (TFSA/RRSP/RESP/FHSA)
PFIC / investment structuring
Treaty positions available to you
Prioritized action plan
When to hire a licensed professional
Sources (IRS / CRA / treaty citations)

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This assessment is high-level informational analysis, not licensed tax, legal, or investment advice. It does not create an accountant/attorney–client relationship. Complex or high-stakes situations are flagged for referral to a licensed cross-border professional.

Talk through your cross-border situation.Get a professional tax checkup report.

Finally understand your dual-citizen tax situation.

What you get

Not ready to buy yet?

Talk through your cross-border situation.
Get a professional tax checkup report.