Referrals

Are you a lawyer, accountant, investment advisor or other professional looking for help resolving a cross-border tax matter for a client?

W.L. Dueck & Co. LLP frequently accepts referrals from advisors in both Canada and US seeking specialized advice on cross-border tax matters including:

  • US Tax Issues for Canadians with US Real Property
  • Tax Issues for US Citizens Resident in Canada
  • Tax planning for taxpayers moving to the US or Canada
  • Canadian business expansion to US

Our referral relationship with you is intended to enhance the advice and services that you already provide to your clients. Our role in the referral relationship is to help you protect and advance your client’s interests when it comes to cross-border tax matters.

We understand that as a trusted advisor you are looking to protect the best interests of your client. We respect that goal and your relationship with your client. We consult closely with our referring partners to make sure we are fully apprised of the client’s goals and what needs to be done. We do not provide services other than tax. We do not provide other accounting, legal or investment advice.

If we can assist you with with a client who needs our services we invite you contact Nicole Elzinga or call 604.242.1414 to discuss how we may be able to assist you.