Services

End-to-end tax support for individuals and businesses with Canada–U.S. connections — filings, foreign reporting, planning and cross-border structuring.

Individual Returns

U.S. and Canadian individual tax returns
U.S. expatriation-related tax matters
IRS Streamlined Filing

U.S. citizen living in Canada · IRS Streamlined Filing · U.S. expatriation

Business & Entity Filings

U.S. and Canadian business tax filings
U.S. LLC, S corp and Partnership tax filings
Cross-border business and entity structuring

Canadian businesses in the U.S.

Foreign & Information Reporting

FBAR & FATCA reporting in the U.S. and foreign reporting in Canada
Canadian T1134 and T1135 reporting
U.S. Forms 3520, 5471, and 8621
Foreign corporation and trust reporting
PFIC reporting and related investment considerations

FBAR, FATCA & T1135 explained

Cross-Border Planning

Cross-border tax planning and residency analysis
Cross-border investment and account planning
Immigration and relocation-related tax planning
Treaty-based tax positions
Coordination of tax obligations arising in both countries

Moving from Canada to the U.S.

Departure, Property & Compliance

Canadian departure tax planning and filings — what you owe when you leave Canada
T2062 filing — nonresidents disposing of taxable Canadian property, seeking a CRA Certificate of Compliance under section 116

Selling Canadian property as a non-resident

Not sure which service you need?

Cross-border situations are rarely one-size-fits-all. Tell us about your situation and we will point you in the right direction.