Anyone with a tax situation that involves both US and Canadian source income could benefit from our services. Canadian residents working in the US, owning property in the US or residents who have other US source income, would benefit from our expertise in cross border taxes. We use our knowledge of US tax law and the Canada/US tax treaty to minimize both your Canadian and US tax liability.
US citizens have filing requirements and other compliance issues, regardless of where they live. In most cases, if done properly you will not owe any money to the IRS. However, there can be significant penalties for failure to file certain forms on a timely basis. Our firm can ensure that US citizens meet their US filing and reporting requirements.
We are CPA's in both Canada and the US. Our firm specializes in cross border issues. We do our best to understand your tax situation. We ask the right questions so that we have all the necessary information to minimize both your US and Canadian taxes.
We provide expertise in an area of tax that is specialized and can be complex. You would think that the cost of this type of expertise would be expensive. However, you will find that our prices are very competitive and, in the vast majority of cases, they are lower than other firms. Let us provide you with a free, no obligation quote.
Each taxpayer's situation is different. The best way to find out is to submit your documents to us for a free quote. We will provide a written price estimate. There is no obligation to proceed with our services.
We send and receive documents using secure email and provide password protection.
Along with your Canadian tax return, you are required to file a US Federal, State and City return depending on where you work. There are certain filing options using the Canada/US tax treaty which may reduce your taxes significantly. Submit your documents for a free quote.
Yes. Please fill out the Information Request Form and we will schedule a phone consultation at an agreeable time. We reserve the right to charge a consultation fee depending on the nature of the inquiry.
Yes. We will be pleased to review your prior year returns for any potential issues and tax savings. There is no charge for this service.
There are a number of things that can be done before you leave Canada to avoid problems down the road. This would include looking at your investments, retirement plans, etc. Contact us before you move so that you can take the necessary steps to avoid problems and compliance issues.
You may qualify for the Streamlined Filing Procedure program. You will have to file the last 3 year's tax returns and 6 years of form Fincen114(FBAR). In most cases no tax is owed and penalties are waived. Contact us to see if you qualify.