Contact Us

If you would like to receive more information or ask a question about our services, please fill out the form below and click the “submit” button.

* Indicates a required field.

Reason for Contact*
First Name*
Last Name*
Email Address*
Zip Code
Home Phone Number
Cell Phone Number
How Did You Hear About Us*
Please specify Referral Name or Other
How can we help?

Input this code: captcha

Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
Buying Real Estate in the US
This thorough financial, tax, and legal guide will help snowbirds understand the process, and make informed investments south of the border.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?
Our Locations

Arizona Office

3336 N. 32nd Street, Suite 100
Phoenix, AZ 85018-6241
Phone: 602-955-5007
or: 800-678-5007
Fax: 602-224-5874
Map and Driving Directions

Florida Office

Renaissance Commons
1880 N. Congress Ave., Suite 302
Boynton Beach, FL 33426
Phone: 561-659-7401
or: 800-678-5007
Fax: 561-659-7089
Map and Driving Directions

Calgary Office

1400, 350-7th Avenue SW
Calgary, AB T2P 3N9 Canada
Phone: 403-290-0026
or: 800-678-5007
Map and Driving Directions
Crossing the Border?
Get Updates from Us

Upcoming Workshops
2017 - Phoenix, AZ
2017 - Palm Springs, CA
2017 - Naples, FL
2017 - Boca Raton, FL