Consulting and tax compliance services for:

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

•  Advise for US Citizens living in Canada
• Individuals communiting back and forth between the US and Canada for work
• Canadians who have or plan to move to the US
• US citizens moving to Canada
• Canadians who own or are looking to purchase US real estate
• Canadian businesses with operations in or planned expansion to the US

 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

• 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

•  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

• Who continue to hold US investments such as rental properties
• Who own US company stock incentive plans
• Who require advice on the different taxation by Canada and the US

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

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 US