XB Questionnaire

Full Name *

Email Address *

Phone Number *

Primary residence (city, province/state, country) *

Citizenship *

Please specify *

Immigration and Visa Status *

If yes, please describe (e.g., TN, H-1B, L-1, work permit, permanent residency) *

Reason for Cross-Border Activity (Select all that apply.) *

If other, please describe. *

Have you filed Canadian tax returns? *

Year *

Have you filed U.S. tax returns? *

Year *

Sources of Income (Select all that apply and note the country associated with each.) *

If other, please describe. *

Property and Real Estate *

Please specify *

Financial Accounts and Investments (Select all account types you currently hold.) *

If we can help you, are you willing / able to upload to us your prior years tax returns and related documentation? *

What substantial changes have occurred in your immigration, tax, living or employment situation over the past year or two? *

Achen Henderson LLP • 7005 Fairmount Dr SE • Calgary, Alberta • T2H 0K4 • (403) 252 5968