Filing taxes across the Canada–US border is one of the most complex financial challenges individuals and businesses face. One team. Two countries. Zero missed deadlines.
Whether you live, work, or run a business in Canada, the United States, or both — we handle the full spectrum of cross-border tax obligations.
Canadian residents, non-residents with Canadian income, and corporations with Canadian operations.
US citizens abroad, green card holders in Canada, US-based businesses with Canadian operations.
Specialized filing services across individuals, businesses, and cross-border situations.
Comprehensive Canadian personal tax preparation including employment, investment, rental, and self-employment income.
US federal income tax filing for residents, citizens abroad, and dual-status taxpayers — including all schedules and forms.
Specialized returns for individuals changing tax residency between Canada and the US, including deemed disposition rules.
Tax reporting for Canadian property owned by non-residents, US property owned by Canadians, and cross-border rental portfolios.
Reporting of foreign investments, stock options, RRSP/401k cross-border treatment, and capital gains in both jurisdictions.
Voluntary disclosure and back-filing programs to bring delinquent returns current with CRA and IRS — penalty mitigation available.
Full T2 preparation for Canadian corporations including CCPC deductions, SR&ED credits, and provincial allocations.
US C-Corp and S-Corp tax returns including state filings, nexus analysis, and multi-state apportionment.
Partnership tax returns for US entities with Canadian partners, including K-1 preparation and treaty analysis.
Accurate Canadian HST/GST returns including input tax credit optimization and electronic filing with CRA.
Year-round planning to reduce your effective tax rate — salary vs. dividend optimization, holding structures, and timing strategies.
Professional representation during audits, reviews, and correspondence with CRA and the IRS — we stand behind our filings.
Foreign Bank Account Reporting for US persons with Canadian bank accounts exceeding $10,000 — filed separately from your tax return.
Statement of Specified Foreign Financial Assets — required for US taxpayers with foreign financial assets above threshold.
Maximizing treaty provisions to eliminate double taxation on pension income, social security, dividends, and business profits.
Proper cross-border reporting of retirement accounts — RRSP deferral elections for US purposes and 401(k) treatment in Canada.
Elective Section 216 returns for non-residents receiving Canadian rental income to recover excess withholding tax.
CRA VDP and IRS Streamlined Filing Compliance Procedures for taxpayers with unfiled or unreported foreign income.
Cross-border tax is not a niche within what we do — it is what we do.
Most tax professionals know one country. We operate fluently in both the Canadian and US tax systems — treaties, forms, and all.
We don't file each return in isolation. Your Canadian and US returns are prepared together to minimize overall tax and prevent double taxation.
CRA and IRS deadlines are tracked meticulously. You'll receive deadline reminders well in advance — no last-minute scrambles.
One professional handles your file from start to finish — someone who knows your full financial picture across both countries.
If you receive a notice from CRA or the IRS, we handle the response — we stand behind every return we prepare.
Pair your tax filings with our bookkeeping service for seamless year-round financial management — your accounting and taxes handled under one roof.
View Bookkeeping ServicesFlat-fee engagements tailored to your situation. No surprises. All packages include a pre-filing review call.
For individuals with straightforward cross-border income — employment, pension, or investment.
For individuals with rental income, investments, FBAR requirements, or changing residency status.
For corporations, partnerships, and businesses operating across both countries.
Cross-border tax is complicated by nature. Here are answers to the questions we hear most often — and we're always happy to dig deeper.
Ask Us AnythingWhether you're a US citizen in Canada, a Canadian with US investments, or a business operating across the border — we handle it all with precision.
