CBFIN Intake - Tax Documents & Consultation

Welcome to Cross-Border Financial Professional Corporation!

Rebranded to Brij Professional Corporation

New Name and Same Great Service

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.
Intake - Tax Documents & Consultation

Rebranded to Brij Professional Corporation - New Name and Same Great Service
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
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.
In which country do you currently reside?*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
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
Have you spent a significant amount of time in the U.S. over the last 3 years and at least 31 days in the tax year we are addressing?*

YesNo
When you moved or plan to move countries

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

1-56-1011-1516-20greater than 20
The number of accounts that I have outside of Canada to report are:

1-56-1011-1516-20greater than 20
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
What legal structure was your business operating under (e.g. sole proprietorship, corporation etc.)?
How many rental properties did you own during the tax year
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?
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
Do you have a U.S. Roth IRA?*

YesNo
How many state returns do you need?*
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*

MonthDayYear
Date
To upload a copy of your most recent tax returns

Cancelof
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.
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Welcome to Cross-Border Financial Professional Corporation!

Intake - Tax Documents & Consultation