Engagement Pieces
- General Client Welcome Package
- FBAR Client Acknowledgement
- Engagement Letter Tax
- Tranches PDF
- Audit Assist Policy
- Privacy Policy
- Streamlined Client Acknowledgement
- T1135 Client Acknowledgement
- Value Added Service Bundles
- US Return Pricing
- Canadian Return Pricing
- 2025 Client Newsletter
Worksheets
- FBAR Worksheet – Multiple Years
- FBAR Worksheet – Single Year
- T1135 Worksheet
- Business Worksheet
- Home Office Worksheet
- 8858 Worksheet
- Streamlined Narrative Worksheet
- Rental Worksheet
- Vehicle Expense Worksheet
- Medical Travel Worksheet
Questionnaires
- US 1040 Full Questionnaire
- Foreign Entities Questionnaire – New Clients
- US 1040 NR Questionnaire
- Canadian Return Full Questionnaire
- US Simplified Questionnaire
- Canadian Simplified Questionnaire
- VOTG/Pinetree Questionnaire
General Information
- Annual Newsletter 2025
- Tax Preparation Checklist
- FBAR Quicksheet
- Comparison of FBAR and Form 8938
- FBAR Exchange Rates CAD-USA
- T1135 Quicksheet
- Streamlined Quicksheet
- US Tax Basics for Canadians
- US Return Basics
- US Citizen Basics
- US Dependent Basics
- CRA and Rentals of NRs
- PFIC Quicksheet
- Gambling FAQ
- Expatriating From the US
