Paid upfront and non-refundable. Bookings require confirmation.
Understand your likely filing requirements
Discuss your move, work pattern and potential obligations in each country.
Identify what needs attention
Raise your priority questions about income, accounts, property or the timing of your move.
Know the next steps
Understand what further planning or filing work may be needed and how to proceed.
Detailed written advice and tax preparation are separate services.
If you decide to continue, we agree the scope and fee in writing before work begins.
US$99 filing credit: eligibility and full terms
US$99 consultation—fully credited toward your first filing package.
Paid upfront and non-refundable. New clients only; one credit per household.
Sign the Engagement Agreement and pay the required deposit within 60 days.
No cash value or transfer. Excludes the Residency & Filing Approach,
standalone advice or add-ons, and future-year work.
About the practice
Cross-border focus. Clear communication.
SK Tax Advisory is a CPA-led practice focused on Canada–U.S. tax planning
and filing for individuals and families. We help you understand the issues,
define the work you need, and coordinate the next steps across both countries.
Professional qualifications
CPA Canada & USA
Professional background
Big Four experience
Accessible wherever you are
Online consultations in English and Mandarin, across Canada and the United States.
Fees at a glance
Typical starting fees.
We’ll confirm what your situation needs and quote any additional work before it begins.
All fees are in U.S. dollars (USD).
Filing in both countries
From US$1,199
Coordinated Canadian and U.S. individual filing for one primary taxpayer in the same year.
One Canadian return and one U.S. federal return
One standard state return
Basic coordination of foreign tax credits for the same year
Foreign account and asset reporting costs extra when needed
Starting fees assume complete, organized records and one review round. Applicable
sales tax is additional. Any additional work is quoted before it begins.
Yes. Consultations are online, and we support clients across Canada and the United States. Toronto, Vancouver, Seattle, California, Texas and New York City are examples of the locations our clients move between, alongside other provinces and states.
Can I book if I have already moved?
Yes. We help with planning before a move, questions after arrival, and ongoing cross-border filing. Start with the situation that best describes you.
What should I prepare for the call?
Bring your expected or actual move dates, citizenship or visa status, an overview of your work and accounts, and the questions you most want to resolve.
Does the consultation include tax preparation?
The US$99 fee covers the 30-minute consultation. Detailed written advice and tax preparation are scoped separately. Eligible new clients can apply the consultation fee toward their first filing package; see the full credit conditions.