Tax services for cross-border individuals and businesses
A focused CPA-led practice covering tax preparation, US–Canada cross-border tax, and tax advisory — nothing outside of that, so the work stays in expert hands.
US–Canada 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 and tailored to your situation.
Learn more →A clear, professional process
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 the options available to you.
Book a Consultation