A step-by-step eBook built specifically for U.S. citizens in Canada.
Understand the rules clearly, learn what triggers U.S. FBAR and Form 8938 filing requirements, and follow a simple framework to stay compliant year after year.
A conservative, Canada-specific compliance framework that shows you exactly how to file correctly.
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This guide helps you file with confidence — not anxiety.
Misunderstanding even one rule can technically make your FBAR or Form 8938 incomplete.
When you Google FBAR rules, you get a mix of vague articles, generic U.S.-only examples, and conflicting advice.
This guide gives you a clear, Canada-specific explanation of the rules — without vague blogs, IRS jargon, or generic U.S. examples:
what the rules actually mean
how to apply them correctly
what to do if you discover an error from prior years
Inside the guide, you’ll learn how to:
✔ Understand the $10,000 aggregate threshold correctly
✔ Identify when you have financial interest vs signature authority
✔ Know when Form 8938 (FATCA) may also apply
✔ Avoid common misunderstandings involving joint accounts + registered plans
✔ Take action if you missed past filings (and how people typically fix that)
you’re a U.S. citizen living in Canada and filing U.S. taxes
you want a professional-grade explanation in plain English
you want a clear “what to do next” structure
you want to avoid wasting hours on internet research
This eBook shows you how the rules actually work and how to apply them correctly.
The digital guide, 41 Canadian Accounts to Disclose on Your FBAR, tells you what accounts to report.
The Compliance Bundle includes the eBook plus the “41 Canadian Accounts to Disclose on Your FBAR” guide — ideal if you want a complete system.
Most customers choose the bundle for complete coverage.
Built by CPAs specializing in compliance for U.S. persons living in Canada.
Used by U.S. citizens, dual citizens, and green-card holders across Canada.
✔ Canada-specific guidance
✔ Conservative compliance-first framework
✔ Built on real IRS and FinCEN filing rules
✔ Reviewed annually. Free updates included
You've got questions. We've got answers.
Once purchased, you’ll have lifetime access to the digital product as it was at the time of purchase.
We do not offer refunds on any of our digital products—all sales are final.
Because our products include instantly accessible, high-value digital content, there is no way to “return” them once access has been granted. This policy is in place to protect the integrity of our content, the value we’ve built into each resource, and the years of expertise that went into creating them.
We strongly encourage you to review the product descriptions, screenshots, and FAQs carefully before purchasing. If you have any questions or need help determining whether a product is the right fit for your situation, feel free to reach out to us in advance. We’re happy to help guide you before you buy.
No. TreatyWise digital products are strictly educational resources, not a substitute for personalized tax or legal advice.
Our kits are designed to help you understand your obligations, confidently complete your forms, and avoid costly mistakes, but they do not include one-on-one consultation or tax return preparation. If you need specific advice or filing assistance, we strongly recommend working with a qualified cross-border tax professional.
Yes. All TreatyWise products are carefully researched and created based on the most current IRS regulations, forms, and cross-border tax treaty interpretations available at the time of release.
That said, U.S. tax law—especially for expats and cross-border investors—is constantly evolving. If major changes occur, we’ll notify past customers and provide options to access updated content.
Absolutely. In fact, many customers use our kits to get better results when working with their accountant.
The kits help you:
Understand what documents and data your advisor will need
Avoid delays by being organized and prepared
Reduce back-and-forth and potentially lower your professional fees
It’s also a great way to double-check your advisor’s work if you want added peace of mind.
The eBook includes conservative, high-level guidance on how people commonly correct missed FBAR and FATCA filings and when professional help is recommended.