5.00 · 5 reviews
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Alice Clark
· about 1 year ago
Kevin (aka Beez) is extremely knowledgeable about the nuances and intricacies of US-Canada tax rules. We learned more from him in one hour than we have from consultations with other so-called cross border financial advisors who just made everything more complicated and confusing. If you’re a US citizen, residing in Canada, or making the move back, he’s your man for no nonsense, practical advice.
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Caity
· almost 2 years ago
Kevin and his team have been absolutely fantastic. They provided clear instructions on what they needed from me, then took care of everything else. Their support made a stressful situation so much easier and they were always patient with my questions. Paula was very kind and responsive, and thank you to Eddie for working over the weekend to ensure I met a tight deadline. I’m so grateful to have found Kevin and his team, and I highly recommend their services. Thank you so much!
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Neil Cave
· over 2 years ago
We have been using Kevin's services for several years now and he is an expert in his field. He is knowledgeable and friendly, and goes the extra mile to service his clients. He makes himself available and is very patient in answering lots of detailed questions. His administrative staff are helpful and responsive, and follow up with any queries in a timely manner. We highly recommend Kevin for cross border tax services.
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The Whitlows
· over 2 years ago
Kevin & team were great to work with! Kevin was able to promptly discover the issues in our taxes, report back to us, and send off communications to the CRA and IRS. We've already had a happy resolution of our issues with the CRA! Thank you Kevin!
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Patrick Brill-Edwards
· about 4 years ago
I have looked for several years for someone with Kevin's skills as regards retirement financial planning having funds on both sides of the US/ Canada border. He really knows his stuff! Also, I was very happy that I can call him for advice and still be able to work with my local accountant to actually do our tax filing.
