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.