(604) 676-4463

Consulting and tax compliance services for:

  • US Individuals
  • Canadian Individuals
  • US corporations and partnerships
  • US gifts and estates

 

Specific Service Areas


 

Advice for US Citizens living in Canada

Individuals falling into this unique area of taxation need specialized advice; we advise these individuals on:
  • Taxation of US or Canadian income from employment, self-employment and wholly owned corporations
  • Taxation of investments in Canada and the U.S.
  • Tax reporting for ownership of Canadian corporations
  • Tax reporting for interests in Canadian partnerships
  • Tax reporting for interests in US LLCs
  • Tax reporting for interests in Canadian trusts
  • If you are thinking about a specific investment, we can provide guidance on the taxation matters related to them.

 

Are you an individual who recently found out that you legally are a US citizen or that you have a requirement to file US taxes as a US citizen? We specialize in advising these individuals on:
  • Options for getting compliant with US tax laws; we will advise you on your tax filings required and can prepare all required tax filings
  • Taxation matters related to renouncing your US citizenship

 


 

Are you an individual who commutes from the US to Canada for work or a Canadian individual who commutes to the US for work?

  • Individuals falling into this unique area of taxation require a tax advisor who can help them navigate through the complex interaction between US & Canadian tax laws
  • We advise individuals who work on both sides of the border on their tax matters

 


 

Canadians who have, or plan to move to the US

  • US residents who have RRSP’s
  • US residents who have an interest in a Canadian corporation
  • US residents who have an interest in a Canadian trust
  • Students who move to the US
  • Pre departure tax planning
  • Tax planning for individuals on an extended stay in the US with a plan to move back to Canada

 


 

Individuals moving from the US to Canada who:

  • Continue to hold US investments such as rental properties
  • Own US company stock incentive plans
  • Require advice on the different taxation by Canada and the US

 


 

Canadians who own or want to purchase US real estate

Consultations on the many options for holding US real estate including
  • For personal use
  • As a rental property
  • Mixed use as a rental property with some personal use
  • Partnerships holding US rental properties
  • Corporations holding US rental properties

 


 

Canadian businesses with operations in, or planned expansion to the US

Are you a start-up, small or medium size business that is experiencing growth south of the border? We cater to the unique taxation matters affecting these businesses including:
  • Repatriating profits from the US to Canada
  • Transfer pricing agreements
  • Documentation supporting management fees
  • Tax efficient business structures for expanding from Canada into the U.S.