Welcome to Brij Professional Corporation!

Completing this form will allow us to gather some basic information about your specific tax needs.

Our pricing calls do not include tax consultations. To schedule, a tax consultation you should provide details on your tax concerns and the specific queries you need a response to.

If both spouses have income, pricing calls will benefit from details on the type of income for each spouse to avoid the need to reschedule. Simple situations may be captured in the comment section below. More complex situations may suggest the need for a separate intake form.

This Form should not be used for issues regarding tax IDs. Please use the ITIN Intake Form.

Pricing Summary

Intake Meeting @ $299

U.S. & Canadian Dual-Status/Part-Year Returns start @ $4,999

U.S. & Canadian Resident Returns start @ $2,999

U.S. Streamlined Filings start @ $3,999

Tax consultations start @ $500 for up to 30 mins

U.S. ITIN Application, including courier to IRS, Form W-7 preparation and review, ID certification, and document review @ $495

Full name*

First NameLast Name

Email*

example@example.com

Phone number*

Please enter a valid phone number.

Name of spouse

First NameLast Name

Spouse's e-mail for communication and signatures, if spouse is filing a tax return

example@example.com

Spouse's phone number, if spouse is filing a tax return

Please enter a valid phone number.

What do you need assistance with?*

Tax documents/returnsTax consultationBoth tax documents/returns and tax consultation

Which option best describes you?*

I need assistance with filing U.S. tax returnsI need assistance with filing Canadian tax returnsI need assistance with both U.S. and Canadian tax returns

Tax consultations start at $500 for the first 30 minutes.

Preferred rates for tax consultations are available when booked with a tax preparation service.

Advice on legal entity structuring is not within our practice area.

Pricing starting at $2,999+ for U.S. and Canadian returns

In which country do you currently reside?*

Street Address

Street Address Line 2

Country

Are you a U.S. citizen or Green Card holder?*

U.S. citizenU.S. Green Card holderNeither a U.S. citizen or Green Card holder

Are you a Canadian citizen or Permanent Resident?*

Canadian citizenCanadian Permanent ResidentNeither a Canadian citizen nor a Canadian Permanent Resident

Did you move countries or states during the tax year being considered, or are you considering a move between countries or states?*

YesNo

When you moved or plan to move countries

Date

U.S. dual status/part-year returns start at $4,999+

Canadian part-year resident returns start at $4,999+

Are you up-to-date on your tax filings?*

YesNo

Tell us the tax documents/filings you need to update.

Tell us the tax years you need assistance with updating.

Tell us if you need assistance with a U.S. Streamlined Filing.

YesNo

Streamlined filings start at $3,999+

Help us understand your UNITED STATES foreign asset reporting needs by selecting all the options applicable to you:*

I am filing a U.S. return and had assets with a value greater than US$10K outside the US during the tax yearI am filing a U.S. return and had assets with a value greater than US$50KNone of the above applies to me

Help us understand your CANADIAN foreign asset reporting needs by selecting all the options applicable to you:*

I am filing a Canadian return and had assets with a cost greater than C$100K outside of CanadaI am filing a Canadian return and had assets with a cost greater than C$250K outside of CanadaNone of the above applies to me

U.S. FBAR priced from $150, U.S. Form 8938 from $180, Canadian Form T1135 from $150

The number of accounts that I have outside the United States to report are:

The number of accounts that I have outside of Canada to report are:

Are you hoping to file a joint U.S. tax return?*

YesNo

If you have a spouse, did your spouse also have income? (If both spouses have income and you are either entering or departing the U.S. and not a U.S. citizen, consider sharing details on both spouses (see comment box below) to allow the pricing call to proceed smoothly.

YesNo

Additional fees apply for reporting the income of multiple taxpayers

What are your sources of income?

EmploymentInvestmentsSelf-employmentRental

Does your income exceed $500,000?

YesNo

How many employers you had during the tax year

How many trades did you execute during the tax year?

How many businesses did you run during the tax year

U.S. Schedule C and Canadian T2125 priced from $185, U.S. Form 8858 Priced from $325

How many rental properties did you own during the tax year

U.S. Schedule E and Canadian T776 priced from $185, U.S. Form 8858 Priced from $325

Did you sell real estate during the tax year*

YesNo

How many properties

Did you have other sources of income?*

YesNo

Please specify

Did you have income from country that relates to income earned partly within and partly outside of that country?*

YesNo

Are you an individual filing a U.S. tax return that owned mutual funds or ETFs in an account outside the U.S. that is NOT AN RRSP?*

YesNo

How many mutual funds or ETFs did you hold in a financial institution outside the U.S., while you were a U.S. tax resident that are NOT IN AN RRSP?

In which year did your first acquire mutual funds or ETFs in a financial institution that are NOT IN AN RRSP outside the U.S., while you were a U.S. tax resident/U.S. person?

U.S. Form 8621 priced from $290+ per fund/account - *** An hourly rate may be applicable to detailed statements not provided in an excel or CSV file.

Did you own a rental property outside the U.S.?*

YesNo

Did you have self-employment income outside the U.S.?*

YesNo

Are you a U.S. person with an investment in a partnership outside the U.S. that is 10% or greater?*

YesNo

Are you a U.S. person with an investment in a corporation outside the U.S. that is 10% or greater?*

YesNo

Did you own greater than a 50% share?

YesNo

Note: We are currently not onborading new clients filing a U.S. return with investments in a foreign corporation owned greater than 50%. We recommend contacting another professional regarding tax support.

Are you a U.S. person with investments in another business entity outside the U.S.?*

YesNo

Are you the owner or beneficiary of any trusts?*

YesNo

In which country were the trusts formed?

Are you a U.S. person that received gifts or a bequest of U.S. $100K of more from persons outside the U.S. during the taxation year?*

YesNo

Are you a U.S. person with a private pension plan outside the U.S.?*

YesNo

Form 3520/3520-A priced from $399

Do you have a U.S. Roth IRA?*

YesNo

Roth deferral letter priced from $275

How many state returns do you need?*

Priced from $275 each

When do you expect to have all tax documents available? This date will likely be the date ALL your tax documents are due to be submitted to us. As well, the team will schedule resources to work on your return based on the assumption we would have received ALL your tax documents by this date. U.S. DOCUMENTS SUBMITTED AFTER MARCH 15 ARE EXPECTED TO BE FILED ON EXTENSION. CANADIAN INDIVIDUAL TAX DOCUMENTS ARE DUE NO LATER THAN APRIL 1*

Date

To upload a copy of your most recent tax returns

Is there anything else you would like to share at this point?

Tell us a bit about the matters you would like to consult on.

I understand that after submitting this form, I will receive a link to request a proposal for an intake meeting. Should we determine that we may be able to assist you, a proposal will be shared via email for your review and signature. Following this, a calendar link to book your intake meeting will be provided.

I understand that I will not receive tax advice on an intake call/fit check call. Instead, we will confirm your tax needs, share information about how we may potentially work together and may proceed with sharing a proposal that includes a quote for us to assist with your tax needs after our call.

Intake - Tax Documents & Consultation

Welcome to Brij Professional Corporation!