Mike & Mary L – Phoenix, Arizona

Our tax situation for 2023 was pretty complicated. I'd moved from Canada to the US, yet my wife spent half the year in Canada and then moved down to join me. We had investments in both countries; We'd sold a house in Canada and were looking to purchase one in the US.  My employer was instrumental in helping the with the transition to the USA, however I knew we were going to need help figuring out all the tax implications.

After researching many options in the Phoenix area, one of the larger firms recommended Ted Richardson with American Tax Compliance.  Ted provides quick, reliable, and accurate service and also allows you to ask him questions related to taxes throughout the process.

The entire process was stress-free, and the returns were completed in the proper format and were very professional. Both my US and Canadian tax returns were filed on time and without any issues, he removed all the stress of closing out our Canadian filings and beginning the start of our new lives in Arizona. We highly recommend Ted Richardson and American Tax Compliance and will continue to have him prepare our taxes.