Our US Personal and Corporate Tax Services Include:
- US Federal & State personal income tax returns and cross-border taxation for US citizens and US temporary workers
- Report of Foreign Bank and Financial Accounts (“FBAR”)
- Correspondence with the US tax authorities
- Consultation on cross-border tax issues and employment abroad
- US estate and gift tax planning
- US tax implications and advisory services from owning RRSP/RESP/TFSA/Mutual funds, owning shares in Canadian corporations and Permanent establishment analysis under the US-Canada Treaty
- US corporate federal and state tax compliance and advisory including Withholding tax analysis and planning
- US corporate acquisition and expansion planning

- Permanent establishment analysis under the US-Canada Treaty
- US corporate federal and state tax compliance and advisory
- Cross-border State sales tax analysis
Our Canadian Chartered Professional Accountants and US Certified Public Accountants will work with you to achieve all filing requirements in both Canada and the US. We ensure that clients manage their income and assets in a tax-efficient manner no matter where they reside.
Cross-border US tax planning can prevent unexpected penalties for you and your business:
- Avoid failure-to-file and failure-to-pay penalties
- Prevent accuracy-related penalties
- Catch up on years of missed filings
- Avoid being taxed in the US on world-wide income
- Minimize tax exposure of US assets upon death

