TESSIER TAX SOLUTIONS
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Streamlined Procedure - checklist

Information and documents needed

- 3 years of Canadian (or other country) tax returns
- Full Address
- Date of Birth
- Country of Birth and year when moved to Canada if applicable
- Marital Status
- Occupation in latest 3 years
- US SSN
- Capital gains and dividends associated with funds in TFSA account. These will not appear on the Canadian tax return.
- 6 years of bank account information for the FBAR
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