Please complete Forms 1a, 1b, 2, NR73 and scan back with a full copy of last T-1 tax assessment received from Revenue Canada for each. On receipt of your information, we will mail or scan our list of services and fee structure to sign and return. We will need copies of RRSP and investment statements to reduce both risk and tax filing implications, once you decide to use our services.

Click on FORMS on top banner. Tax advice and future departure or rotation tax returns are part of our financial planning process to reduce investment risk and taxes, for long term retirement planning strategies including will updates, better currency exchange etc. The NR73 is never filed but used as our non residency guideline for advice. Complete the NR73 to the best of your ability and we will advise what to keep or not.

Following a personal or telephone meeting review, you will receive our "Red" non resident kit that includes corrected forms, sample documentation letters to mail, Rental and tax forms required in future, wills and sample non resident problems.

Departure tax returns cannot be efiled or sent to Winnipeg taxation office, but are couriered hard copy to International taxation office. It is more complex than you believe. Our fees for tax advice and returns are 30-50% less than major CA firms and offers more than tax. We offer "peace of mind" and will avoid Revenue Canada penalties and help you kick-start your future retirement planning. See our client references.

Thank you.