Six questions. No email needed to see your results. Built by Sadek Osseily, CPA — Vaughan's cross-border tax specialist.
Pick the one that fits today. We'll handle edge cases on the call if you book one.
Average across the last 3 years. The IRS Substantial Presence Test trips at 31 days this year + a weighted total ≥ 183 across 3 years — most snowbirds cross it without realizing.
Check every account you've held at any point in the last 3 years — even closed ones.
Sum across ALL the accounts above, at the highest single point in any year. Currency converted to USD using the year-end Treasury rate.
Anything you own, rent out, or are thinking of selling in the next 2 years.
Forms 5471 / 5472 are some of the highest-penalty filings in the IRC — and the most missed.
Based on your inputs and current IRS rules. Citations are real — verify any of them.
Based on IRS published penalty schedules for the forms above, assuming non-willful conduct. Willful penalties can be substantially higher.
One-pager with your specific forms, penalty math, and Sadek's recommendation. No newsletter list. No spam.
By submitting, you agree to receive your personalized report and 1 follow-up offer. CASL-compliant.
"Most of my Vaughan clients walk in thinking they have a Canadian tax problem. Half the time, it's actually a missed US filing — and the IRS penalties are the part nobody warned them about. I built this audit so you'd know before we even talk."
Disclaimer: This audit provides general information based on IRS published rules and your inputs. It does not constitute tax advice for your specific situation. Penalty figures are estimated ranges from IRS publications and assume no abatement is granted. For a binding assessment, schedule a 15-minute consultation with a licensed CPA. © 2026 TaxAssist Accountants Vaughan. A franchise of TaxAssist Accountants Canada.