Moodys Private Client Law

What Moodys Private Client Law does

Moodys Private Client Law LLP is a Calgary-based, Alberta-governed limited liability partnership operating as part of the Moodys Private Client group of affiliated firms (alongside Moodys Tax Law and Moodys Private Client Accounting). Founded in 2007 and employing 11-50 people, the firm delivers specialized business law, immigration law, and trust and estate law services, with its most differentiated offering being what the firm describes as the world's largest US Citizenship Renunciation Practice, handling over 400 renunciations and green-card terminations annually for clients on six continents. The practice is built around an integrated bench of Canadian and US lawyers plus Chartered Professional Accountants and Certified Public Accountants, allowing cross-border tax planning, immigration, succession, and compliance work to be delivered inside a single engagement.

The firm's product surface extends beyond pure advisory into MTSnowbird (a mobile tax-tracking app for Canadians traveling to or staying in the US), MPC+ (a subscription-based extended advisory tier), a CCH-hosted Client Portal for document and invoice access, and a dedicated US Citizenship Renunciation service module. The go-to-market is a relationship-based, content-driven professional services motion: thought-leadership blogging, webinars, in-person seminars in Toronto and Montreal, podcasts, and media appearances in outlets such as The Guardian and CBC drive top-of-funnel demand, which is then converted through phone and online consultation requests and an international seminar/webinar funnel targeting the UK, Europe, the Middle East, and Africa.

Commercial mechanics are professional services on a per-engagement basis, with one disclosed pricing data point being the US citizenship renunciation government fee of $450 USD (reduced from $2,350 USD as of March 2026) plus applicable legal fees; otherwise pricing is not publicly disclosed. Revenue is not publicly reported, no institutional or venture backing is identified, and ownership sits with the Moodys LLP group. The firm is a member of GGI Geneva Group International, a global professional services network that supports cross-referrals. There are no disclosed AI/ML capabilities, no funding rounds, no acquisitions, and no regulatory actions against the firm in the source material.

Name

Moodys Private Client Law

Legal name

Moodys Private Client Law LLP

Website

https://moodystax.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Moodys Private Client Law LLP is a Calgary-based Canadian law firm specializing in business, immigration, and trust/estate law for clients with cross-border Canada-US tax interests. It is known for operating what it describes as the world's largest US Citizenship Renunciation Practice, serving clients across six continents.

Ownership category

akta.pro rank

Product category

Cross-Border Tax Law Services

NAICS

Offices of Lawyers (541110), Trusts, Estates, and Agency Accounts (525920)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Tax Law (BPAHAAAG)

akta.pro secondary industries

Family & Private Client (Trusts & Estates) Law (BPAHAAAK), Transfer Pricing & International Tax Services (BPAHABAI)

Keywords

• Cross-border tax planning
• US citizenship renunciation
• Corporate tax law
• Estate and succession planning
• Immigration tax services

Headquarters

HQ city

Calgary

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Legal Advisory Services: Professional legal services billed at hourly rates or fixed fees for consultation, with services including tax planning, US citizenship renunciation, corporate reorganizations, succession planning, and tax dispute resolution

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Moodys Private Client Law is a Calgary-based tax and business law firm that delivers cross-border (Canada–US) tax planning, corporate tax structuring, estate and succession planning, immigration-related legal services, and what the firm describes as the world's largest US Citizenship Renunciation Practice, serving clients across six continents through an integrated team of Canadian and US lawyers together with Chartered Professional Accountants and Certified Public Accountants.

Product overview

Moodys Private Client Law operates as a unified legal and tax advisory firm with Moodys Tax Law as its primary service brand. The core offering encompasses Canadian tax law services (personal tax planning, corporate tax planning, succession planning, estate planning, tax dispute resolution), US tax law services (personal tax planning, corporate tax planning, cross-border tax planning, estate planning, tax dispute resolution), and global/international tax planning for cross-border situations. Supporting products include the MTSnowbird App (mobile tool for cross-border travelers), MPC+ subscription service, and Client Portal. The US Citizenship Renunciation Practice is a notable specialized service module. The firm also offers complementary legal services through Moodys Private Client Law including trust and estate law, immigration law, and business law, which are accessible through the same consultation intake system.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Over 400 US citizenship renunciations handled annually
• +1 more outcomes

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• GGI Geneva Group InternationalminorOthersMoodys Private Client Law LLP is a member of GGI Geneva Group International, a global network of professional services firms providing cross-referrals and international collaboration among member firms.

Scale indicators2 records

Recent moves1 record

Expansion highlights5 records

Direct peers

• 1040Abroad: US-focused expat tax preparation and advisory firm serving Americans abroad. Direct competitor in the cross-border/US expat tax niche with overlapping service offerings.
• Greenback Expat Tax Services: Specialist firm focused on US tax filing and advisory for American citizens living overseas. Directly comparable in targeting the same primary customer segment with similar renunciation-adjacent services.
• HMCPA (Hajro & Marinez CPAs): Cross-border tax and accounting firm serving clients with US-Canada tax obligations. Comparable dual-jurisdictional practitioner model and target customer base.
• Taxes for Expats (TFX): Specialized US expat tax preparation and advisory firm with deep focus on Americans overseas, including renunciation planning. Comparable service mix and customer persona.
• Bright!Tax: US expat tax firm serving Americans abroad with tax preparation, FBAR/FATCA compliance, and renunciation-related services. Closely aligned business model and customer base.

Broad incumbents

• Baker McKenzie: Global law firm with deep cross-border tax, trusts, and private client practices. Comparable in serving internationally mobile individuals and families with complex tax planning needs.
• Andersen Tax: Global tax and advisory firm with extensive cross-border capabilities including expat tax services. Overlaps with Moodys' practice but operates across many other tax disciplines at greater scale.
• Dentons: World's largest global law firm with extensive cross-border tax and private client capabilities. Provides overlapping services to internationally mobile HNW individuals and families.
• KPMG Canada Tax Practice: Big 4 tax practice with cross-border Canada-US capabilities serving individuals and businesses. Competes for the same HNW and business-owner segment but as part of a much broader portfolio.

Regional players

• McCarthy Tétrault: Leading Canadian law firm with strong tax, trusts, and private client practices and significant cross-border US capability. Competes for similar HNW Canadian clients but operates primarily in Canada.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/MPCLLP

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Moodys Private Client Law