Simone Barrett

CROSS-BORDER TAX EXPERT

Simone is a dual-licensed tax lawyer in Ontario and Florida, specializing in cross-border tax solutions. With a talent for simplifying complex tax issues, she helps clients navigate U.S. and Canadian tax landscapes with ease, ensuring financial security for snowbirds, real estate investors, and accidental Americans alike.

BIOGRAPHY

Licensed in both Ontario and Florida, Simone is a cross-border tax lawyer with a knack for turning tax chaos into calm. Whether you’re a Canadian who is looking to buy a beach house in Boca or an “accidental American” quietly wondering if the IRS knows you exist (don’t worry, they probably don’t yet) Simone’s got your back.

She helps clients structure Florida real estate to avoid probate and minimize taxes, sets up cross-border trusts that don’t trigger unwanted tax surprises, and guides future U.S. residents through strategic departure tax planning – so you don’t step on a financial landmine after you’ve already unpacked in Miami.

Simone has worked with Barrett Tax Law since 2009, transforming snowbirds into savvy tax-planning migratory experts. Her specialty? Keeping both the CRA and IRS at bay with well-laid plans that follow the rules but feel like magic.

If you’re planning your great Canadian escape, or just trying to clean up your U.S. status without waking sleeping tax giants, Simone’s your first call.

TAKE THE NEXT STEP IN SOLVING YOUR LEGAL PROBLEM. CONTACT DALE BARRETT AND SET UP YOUR INITIAL CONSULTATION.

“THEY WERE ABSOLUTELY FANTASTIC AND GOT THE JOB DONE.”

I initially spoke with Mr. Barrett (the lawyer) at the very beginning, and he was honest, straightforward and patient, which I very much appreciated. Once we got started, Darryl Getz was the person I dealt with the most. He kept me updated and always in the loop, and got it done. He was so easy to deal with. Also, Robyn (the office manager), was also absolutely lovely and was always on top of things.