We provide specialized cross-border tax planning, compliance, and advisory services for individuals and businesses operating between Canada and the United States. Our focus is to ensure full compliance in both jurisdictions while optimizing tax efficiency and minimizing the risk of double taxation.

Cross-Border Tax Advisory (Canada–U.S.)

• Cross-border tax planning, structuring, and compliance
• Canada–U.S. tax treaty analysis and application
• Tax residency determination (Canada / United States)
• Multi-jurisdiction tax coordination to ensure accurate and compliant filings
• Structuring of cross-border investments, ownership, and business operations
• Coordination of filings to reduce and avoid double taxation

U.S. Individual Tax Services

• U.S. individual income tax returns (Form 1040)
• U.S. non-resident tax returns (Form 1040-NR)
• Tax compliance for Canadians earning income in the United States
• U.S. citizens living in Canada (worldwide income reporting obligations)
• Dual-country tax filing coordination (Canada–U.S.)

U.S. Business Tax Services

• We support small and mid-sized businesses with U.S. tax compliance and advisory services, including:
• Sole proprietorship tax filings (Schedule C with Form 1040)
• Partnership tax returns (Form 1065 with Schedule K-1 reporting)
• S Corporation tax returns (Form 1120-S with K-1 reporting)
• C Corporation tax returns (Form 1120)
• LLC tax classification and reporting (disregarded entity, partnership, or corporation)
• Business entity selection and structuring (LLC, S-Corp, C-Corp)
• Small business tax compliance and advisory services

U.S. Self-Employed & Small Business Owners

• Self-employed and freelancer tax preparation (Schedule C filers)
• LLC taxation for single-member and multi-member structures
• Start-up and small business compliance support
• Quarterly estimated tax planning (Form 1040-ES)
• Ongoing tax advisory for entrepreneurs and consultants

Foreign Reporting & Compliance

• FBAR (FinCEN Form 114 – Foreign Bank Account Reporting)
• IRS Form 8938 (Statement of Specified Foreign Financial Assets)
• Canadian T1135 – Foreign Income Verification Statement
• Cross-border asset and income disclosure compliance

Specialized Cross-Border Advisory

• U.S. LLCs owned by Canadian residents
• Canadians operating businesses or earning income in the United States
• Cross-border entrepreneurs, investors, and consultants
• Structuring of cross-border business and investment arrangements for tax efficiency