Referral relationships and repeat filing work welcome
A US CPA Partner for Accountants, Law Firms and Advisers Outside the US
Your client has a US filing you do not prepare. We can take on that part, under an arrangement we agree with you first. Forms are prepared by Gurleen Kaur, CPA licensed in British Columbia and Washington State, from our office in Surrey, BC, serving Greater Vancouver.
Quick answer
How does US filing support work for another firm?
You tell us about the client's US filing, and we agree how the work will run: who deals with the client, who holds the engagement and how the client relationship stays with your firm. We prepare the US forms and coordinate with you on the Canadian side. Each engagement has a written scope and a fixed quote after we review the records.
At a glance
- Who it is for
- Accounting firms, bookkeepers, law firms, wealth planners and formation providers in any country
- Forms
- US returns and international information returns
- Your client
- The relationship stays with you, as agreed in writing
- Our fee
- A written scope and fixed quote, after we review the records
- Credentials
- Gurleen Kaur, CPA, licensed in British Columbia and Washington State (profile)
Forms we take on
| Form | For | Read more |
|---|---|---|
| Form 1040 and 1040-NR | US citizens abroad, and foreign residents with US income | Yearly package, Form 1040-NR |
| FBAR and Form 8938 | US persons with accounts and assets outside the US | FBAR and FATCA |
| Form 5471 | US owners of foreign corporations | Form 5471 service |
| Form 5472 and pro forma 1120 | Foreign-owned US LLCs | Form 5472 service |
| Forms 3520 and 3520-A | Foreign gifts, inheritances and trusts | Form 3520 service |
| Form 8854 | People leaving the US tax system | Renouncing |
| Form 1120-F | Foreign companies with US filings | Catch-up guide |
| Form 1042 and 1042-S | US businesses paying foreign persons | Form 1042 service |
When a referral or support helps
- A client tells you they are a US citizen or green card holder
- A client owns a US LLC or rental property, or is selling US property
- A US person owns a corporation you look after
- A client receives an IRS letter
- A client is moving to or from the US
- A client needs both sides of a cross-border question looked at together
How we work with firms
- Introduce the file. Use the form below with the outline, not client documents.
- Agree the arrangement. Who deals with the client, who is engaged and what each firm does.
- Fixed quote. We review the records and give a written scope and fee.
- Prepare and coordinate. We prepare the US forms and share what your side needs.
What we keep clear
- We prepare US filings. Local filings stay with you, unless we agree otherwise.
- Documents come through our secure client portal, never by email.
- Who signs and who files is set out for each engagement.
- We do not give legal advice.
Common questions
Does the client become your client?
That is agreed in writing before work starts. The usual aim is that your relationship with the client continues, and we work only on the US filings in scope.
We could send several clients a year. Can you quote for that?
Yes. Tell us the forms and the rough number of clients, and we will give a written scope and fixed quote for that work.
Do you take on local returns as well?
This service is for the US filings. Local filings stay with your firm unless we agree otherwise.
Who prepares the work?
Forms are prepared by Gurleen Kaur, CPA licensed in British Columbia and Washington State.
How do you price it?
We give a written scope and fixed quote after reviewing the records for that file.
Sources
Every rule and figure on this page links to the IRS, CRA or other official source it comes from. Amounts change; we re-check them before each engagement.
- IRS: Instructions for Form 5471
- IRS: Instructions for Form 3520
- IRS: Instructions for Form 5472
- IRS: Instructions for Form 8854
- IRS: Instructions for Form 1042 (reviewed April 30, 2026)
- IRS: Report of Foreign Bank and Financial Accounts (FBAR)
- IRS: Instructions for Form 8938
Gurleen Kaur, CPA licensed in British Columbia and Washington State. Last updated November 1, 2026. This page is general information, not tax or legal advice for your situation.
Related guides: Yearly US tax package, Form 5471 service, US-Canada business tax, About Gurleen Kaur.
Tell us about your firm
Tell us your situation in a few lines. We confirm whether we can help, what records matter and the next step. Substantive advice begins under a paid diagnostic or signed engagement.
Prepared and signed by a licensed US CPA who can represent you before the IRS. Verify Gurleen Kaur's Washington licence (#41150) on CPAverify