Cross-Border and U.S. Tax

We offer both personal and corporate U.S. tax return preparation. U.S. tax compliance and filings are a requirement for the following:

1. American citizens living in Canada
2. Canadian individuals with U.S. rental income
3. Canadian individuals who have sold their U.S. real estate
4. Certain Canadian corporations who have a U.S. permanent establishment
5. U.S. corporations
6. Certain Canadian corporations filing a treaty-based protective return

We take the time to understand your cross-border tax situation and we help to develop a plan to meet the U.S. tax regulations. We also provide tax planning to mitigate U.S. tax exposure. Some of the common U.S. tax situations we advise on include the following:

Individuals moving to/from the U.S.

A U.S. citizen with ownership of a Canadian corporation

Structuring options for operating a business in the United States through a Canadian corporation or a U.S. corporation

A corporation's sales tax exposure in the United States

U.S. estate tax exposure

Selling U.S. real estate

A U.S. citizen owning a home in Canada

Retroactively catching up on missed U.S. tax filings (Foreign and Domestic Streamlined services)

Renouncing your U.S. citizenship

U.S. withholding tax matters

State-by-state tax matters