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Get your questions answered, and let me ask the ones you didn’t know to ask.

Orion is available for tax filings, bookkeeping or instruction…  his home or yours.

Here are some of the tasks Orion has helped other clients with:

• Regular tax filings, Canada, US, or both… bundle and save.
• Streamlined Procedure filings (penalty-free US tax amnesty program)–my specialty.
• “What-if” research–explore the cross-border implications of various financial arrangements.
• Free audit assistance for existing clients.
• US citizenship renunciation or relinquishment
  • If you have no “ties” to the US, you may not have to file taxes to relinquish… ask for details.
• Assistance for do-it-yourself tax preparers (Canada, US, or both).
• Assistance to certified accountants for bookkeeping, reconciliation, auditing or tax preparation tasks.
• Affordable instruction on US tax system to accountants or individuals *.
• In-home or take-away assistance to individuals preparing their records for an accountant.
• Assistance with Canadian tax-shelter filings:
  • CRA questionnaires, NOO’s, Release of Funds in Dispute, etc.
  • Let Orion’s care and thoroughness take the tedium out of these tax shelter filings for you (please note: Orion cannot provide tax advice on these programs).

*Accountants please note: learning the US tax system from scratch can be time consuming and frustrating on your own.  The IRS is not the relatively fair, friendly institution we enjoy in Canada, and key information can be buried in lengthy instruction documents–and obscurely worded even when you find it.

Click here for how one Canadian accountant’s well-meant efforts went sideways.