Tax services for cross-border individuals and businesses
A focused CPA-led practice covering tax preparation, Canada–US cross-border tax, and tax advisory. Nothing outside of that, so the work stays with people who do it every day.
Canada–US Cross-Border Tax
Dual filers, US citizens in Canada, Canadians with US income or property. FBAR/FATCA, departure and arrival tax, ITIN, FIRPTA, and treaty-based positions.
Learn more →Tax Preparation & Compliance
Canadian personal (T1) and corporate (T2) returns, and US individual returns for clients with US obligations, prepared, reviewed, and filed by a CPA.
Learn more →Tax Advisory & Planning
Planning for relocations, structuring, and specific tax questions, grounded in current Canadian and US tax law.
Learn more →Every engagement is quoted as a fixed fee, agreed in writing before work begins. The fee does not change unless the scope does.
How an engagement works
Consultation
We start with a conversation about your circumstances, filing obligations, and what you need, so the scope is clear before any work begins.
Plan & scope
You receive a defined scope and fixed-fee engagement, with the documents required and the timeline set out in writing.
Prepare & advise
We prepare, review, and file your returns, and provide the advisory guidance your situation calls for, reviewed by a CPA throughout.
Talk to a CPA about your situation
Book a consultation and we'll help you understand your obligations and your options.
Book a Consultation