"Excellent experience with CBFPC..."

Karlene with “Cross-Border Financial Professional Corporation” was extraordinarily helpful and knowledgable. She addressed each of my questions in a thorough and thoughtful way. Thanks to Karlene, I now have a better understanding of my tax situation and know what areas to explore further as well as how best to proceed. I couldn’t be more pleased with the services I received and would highly recommend CBFPC.

"The Best Birthday Gift"

I thought doing things by myself would save me time and resources, but I was wrong. I am thankful that I came across CBFINPC. who are committed to help people like me to obtain my much needed ITIN. Today, exactly on my Birthday I did received my best gift, my ITIN. Thanks for CBFINPC and staff. The best clientele service I ever had. God bless you more and more.

"Karlene is an absolute pleasure to work…"

Karlene is an absolute pleasure to work with. She is very organized and extremely punctual. She filed my taxes in Canada and the US, and she has made the process as smooth and simple as it can be. I highly recommend her services!

"A fantastic and highly professional…"

A fantastic and highly professional service!

Karlene was simply fantastic! She offered a friendly and highly professional service.
Her responses were prompt and to the point. I can confidently state that she went above and beyond on our behalf to secure our almost “lost cause”tax refund from the IRS, with four years accumulated interest!!!

I would recommend her and team over and over again!!!

"Great First Experience with CB Financial."

The 2020 year was the first tax season for me working with Karlene and her team at CB Financial. The short version is that it was a very positive experience, and I'm glad that I chose to work with Karlene as she made the complex situation of filing tax returns for two countries much more manageable. I'll definitely be sticking with them for future years. Karlene was also very helpful in our initial consultation before I had decided to move forward with them for my tax filings. There are numerous potential pitfalls that you can stumble into when having to file multiple returns, and she made sure to identify them at that time so that we were ready to address them before the filing deadlines.

"Great!"

CBFPC was great at helping me navigate a complicated situation in tax year 2020 during the pandemic and were very responsive to my inquiries

"I recommend this to everyone moving!"

Karlene was such a pleasure to work with and did the necessary research to learn more about my particular situation. Would recommend this service to anyone interested in learning more about what moving to the US looks like for Canadians.

"One Consultation Saved me so Money!"

I had a meeting with a tax expert from Cross Border Financial Professional Corporation to answer several questions I had about US-Canada tax regulations. The expert took time to clearly and concisely answer my questions. She even prepared a written document for me to have as a reference after the meeting. Thanks to her expert knowledge in cross border taxes, I was presented an option that allowed me to avoid unknowingly paying considerably more taxes than necessary!
I will continue consulting with Cross Border for my tax needs. They are knowledgeable, make complicated tax laws easy to understand, trustworthy and very reasonably priced for the financial security they provide. I highly recommend them.

"Consult call for cross border tax implication of a move - great experience"

I had a consult call to understand how to best plan for a move to the US. Karlene was very helpful and informative, clearly answering all of my questions and providing me guidance based on her knowledge of both the Canadian and US tax system. I also received a summary of information based on my circumstances. Very helpful.

"Professional, Concise, Comprehensive Advice and Guidance"

As a CERTIFIED FINANCIAL PLANNER(TM) I have high expectations when it comes to asking for financial advice and Cross-Border Financial Professional Corporation exceeding those expectations.
I was impressed by Karlene from our first interaction - she took the time to carefully listen to all the questions I had and made notes. She then followed up with each and every concern and question I had. Karlene was well-versed at multiple aspects of my cross-border tax questions and volunteered advice.
I highly recommend Karlene and Cross-Border Financial Professional Corporation.