Our cross-border tax services
Individual Clients
Our tailored tax services are designed for individual clients with U.S.-Canada tax exposure. We navigate the intricate tax landscapes of both countries, providing clear, expert guidance.
When it comes to taxes, every question matters
Below are some of the nuances of common tax scenarios. We urge individuals to pre-plan their situation and reflect on pivotal questions that define their unique tax standing. Explore this space to gain valuable insights and make informed choices, ensuring your tax strategy aligns seamlessly with your individual circumstances.
I’m a U.S. citizen or green card holder living in Canada...
U.S. citizens and green card holders are subject to tax on a worldwide basis. Therefore, maintaining the benefits of U.S. citizenship requires filing a U.S. tax return, no matter where you reside in the world. Canada is increasingly attractive for individuals seeking new opportunities. However, this comes with the complexities of Canadian taxation.
Whether you're in Canada for a day or longer, there are important tax details to consider. We're here to help you sort them all out.
Related questions we help answer:
- Do I have to pay taxes in both countries?
- Can I avoid paying foreign taxes?
- Will I be caught if I don’t pay U.S. taxes?
- I don’t want to pay any U.S. tax. How can I avoid it?
- What happens if I give up my U.S. citizenship?
- I’ve never lived in the U.S. so why do I now owe U.S. taxes?
- Am I double taxed?
- I’m on foreign payroll. Can the U.S. tax me?
- How is my employment income taxed now that I am working outside the U.S.?
- What is the foreign earned income exclusion?
- How will Alternative Minimum Tax (AMT) effect me?
- Can I continue to pay into U.S. Social Security?
- What happens to my U.S. investments?
- What happens to my foreign investments when I return to the U.S.?
- Can I keep my foreign bank accounts when I return to the U.S.?
- Why does the U.S. want to know about all my foreign bank accounts?
- Are there investment restrictions as a result of my move?
- What should I do with my IRA or 401(k)?
- Can I shelter assets from Canadian taxation?
- I own a Canadian corporation, what do I have to report to the U.S.?
I'm a Canadian expat working in the U.S...
It's essential to manage your tax situation with care and precision. We're here to help ensure everything is handled smoothly and efficiently.
Related questions we help answer:
- When am I considered a non-resident of Canada?
- Do I have the choice to be Canadian tax resident or not?
- What planning is needed to become a non-resident of Canada?
- Do I want to keep Canadian residency?
- What tax rate will I continue to pay?
- Will I be double taxed?
- What tax returns do I need to file? Federal or state?
- Do I need to stay on Canadian payroll?
- How is my employment income taxed now that I work overseas?
- Can I continue to contribute to the Canada Pension Plan (CPP)?
- What if I’m paid in U.S. or Canadian dollars, or any other currency?
- Does it matter if my pay cheque is deposited in a Canadian, U.S. or foreign bank account?
- What is departure tax and is it a concern for me?
- What income tax returns do I need to file?
- Are there investment restrictions as a result of my move?
- Will RRSP income be taxed in the foreign country?
- Do I need to sell all of my investments when I leave Canada?
- What impact will currency changes have on my investments and future?
- Can I rent my Canadian home while overseas?
I'm a Canadian snowbird living in the U.S. for months at a time...
Many Canadians are moving to the U.S. for warmer weather, and with this move comes the need to navigate U.S. tax laws and minimize tax exposure.
Our knowledge of U.S. tax and the Canada-U.S. tax treaty means we can help make your tax journey smoother and less stressful.
Related questions we help answer:
- Will I become a U.S. resident?
- What forms do I need to file and when are they due?
- Do I need to be in the U.S. for less than 183 days for U.S. tax minimization?
- What planning is needed to become a non-resident of Canada?
- Do I want to keep Canadian residency?
- What forms do I need to file and when are they due?
- Do I need to be in the U.S. for less than 183 days for Canadian tax purposes or Canadian health coverage purposes?
- What do I need to file if I rent my U.S. home?
- What if I sell my U.S. home?
- What is the most tax advantageous way to own my U.S. home?
- Are there estate tax concerns?
- Should I take a mortgage on my U.S. property?
- What is a single purpose corporation?
Need help answering questions?
Our personal tax services
Our team specializes in departure and repatriation tax planning, trust returns, and estate planning. Committed to unparalleled professionalism and client satisfaction, we tailor our services to meet your individual tax needs.
Canadian individuals
T1 personal tax return preparation & planning
Immigration tax planning
Estate planning
T3 Canadian trust returns
Canada Revenue Agency appeals
shareholder remuneration planning
- T1 personal tax return preparation & planning
- Immigration tax planning
- Estate planning
- T3 Canadian trust returns
- Canada Revenue Agency appeals
- Shareholder remuneration planning
U.S. individuals
- U.S. Federal, state, & local tax preparation
- Immigration tax planning
- Internal Revenue Service appeals
- U.S. estate planning
- U.S. Personal tax planning
- U.S. expat tax planning
U.S. federal, state, & local tax preparation
Immigration tax planning
Internal Revenue Service appeals
U.S. Estate planning
U.S. personal tax planning
U.S. expat tax planning
Get clarity on your cross-border taxes today
Whether you're looking to optimize your tax situation, manage risks, or simply understand the interplay of U.S. and Canadian tax laws, we are ready to assist.