Why Choose TreatyWise?

We're not a general tax education platform that "also" covers international compliance. Our team specializes exclusively in researching and teaching the complex requirements unique to U.S. persons living in Canada.

What Makes Our Educational Approach Different:

  • Deep Specialization: Our research team has spent 30+ combined years studying international compliance requirements, analyzing penalty patterns, and understanding regulatory nuances.

  • Evidence-Based Learning: Every product is built from analysis of real-world cases, common violation patterns, and regulatory guidance to help you understand what actually matters.

  • Accessible Education: We translate complex regulatory language into understandable concepts, providing step-by-step learning frameworks that make sense to non-professionals.

  • Current Information: We continuously monitor regulatory changes, IRS guidance updates, and case law developments to keep our educational content relevant.

Our Educational Mission

Too many taxpayers make uninformed decisions about complex compliance requirements simply because accessible, specialized education doesn't exist. Our mission is to bridge that knowledge gap through comprehensive educational resources that help you:

Understand Your Requirements: Learn to identify when FBAR, Form 8938, or other regulations apply to your situation

Make Informed Decisions: Gain the knowledge needed to evaluate your compliance approach and determine when professional help is needed

Ask Better Questions: Understand the subject matter well enough to have productive conversations with tax professionals

Reduce Uncertainty: Replace anxiety about unknown requirements with clear understanding of the regulatory landscape

Testimonials For Our Compliance Tools

"I’ve been living in Canada for years and always felt uneasy about FBAR. I’d read a few articles online and got completely different answers about things and whether small accounts even mattered. I now know which of my Canadian accounts I need to report and why. I don’t feel like I’m guessing anymore."

Joanne S.

U.S. Citizen living in Vancouver, BC

"I was honestly pretty stressed about whether I’d messed something up with FBAR. I wasn’t sure if my pension or TFSA counted, and the $10,000 rule always confused me. What I liked about these guides is that they’re conservative and practical...I feel way more confident about my filings now."

Christina K.

Dual Citizen Living in Calgary, AB

"I already use a tax firm, but I still never really understood what was being reported or why. The eBook and the FBAR account list really helped me understand my own situation for the first time. I finally get which of my Canadian accounts count, how the threshold actually works, and what Form 8938 even is."

Jonathan B.

U.S. Green Card Holder Living in Toronto, ON