Here are what some of my clients have said about the assistance I have provided them. I would love to add your testimonial here as well, after your particular concerns have been resolved!
Orion, thank you so much for your assistance in crossing the hurdles of understanding and complying with US tax requirements. Your generosity in answering all my questions, asking the right ones, and helping me navigate the best path forward, was outstanding. Your service was highly personalized and tailored to my unique situation, with extra research and inquiries on your part giving me confidence in a positive result. As a bonus, your look at my Canadian tax filings led me to recover a substantial refund for overpayment several years prior.
N.G. – Victoria, BC
I asked Orion for help when I was surprised by letters from the IRS over things I had no idea how to answer. As a dual citizen of Canada and the US, and with the recent passing of my husband, the closing or our Canadian corporation, and the sale of our property, many complex questions were facing me about my tax responsibilities to both Canada and the US. I was suddenly filled with questions and anxiety over what I feared would be a large unexpected tax bill owing to the US.
Orion was amazing! He was able to comprehend the overall situation and break it down into simple components, immediately making sense of every detail of my situation. He asked astute, clear and precise questions, not only of me, but from the IRS as well. Questions that I would never have known to ask. His diligence to research every requirement the IRS needed was brilliant and always resulted in saving me from paying more than I needed to! In the end, I did not owe a penny! And the IRS was happy!
Orion also helped me to understand various scenarios regarding my financial future empowering me to make the best possible choices for my future. Not only was the outcome an amazing positive result for me, but the entire process went from daunting, overwhelming and fearful to one of a very positive, calming, empowering experience!
I highly recommend Orion for anyone facing cross border tax situations.
S.P. – Sidney, BC