X-Border Tax Advisory

Who We Are?

XBorder Tax Advisory specializes in US-Canada cross-border tax solutions, helping individuals and businesses navigate complex tax laws with confidence. Our expertise covers IRS and CRA compliance, tax optimization, and cross-border planning, ensuring clients minimize liabilities while staying fully compliant. Whether you're a dual citizen, expat, or business operating across borders, we provide tailored strategies to simplify your tax obligations and maximize financial efficiency.Led by a team of experienced cross-border tax professionals, we combine in-depth regulatory knowledge with a client-focused approach. At XBorder Tax Advisory, we don’t just file returns—we build long-term partnerships, offering proactive guidance to keep you ahead of changing tax laws. Let us handle the complexities so you can focus on growing your financial future, seamlessly across borders.

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• Services

U.S. Individual Tax

We make individual tax preparation and planning clear, efficient, and stress-free. Our goal is to help you keep more of what you earn while remaining fully compliant with tax laws.Whether you have multiple income sources, investment portfolios, or are self-employed, our experienced team offers personalized strategies to maximize deductions and minimize your tax liability.Our services go beyond tax filing. We provide year-round support to help you make informed financial decisions and achieve long-term peace of mind.

Partnership & LLC Tax

We simplify partnership taxation by ensuring full compliance with both federal and state regulations while helping you minimize your overall tax liability.Because partnerships are pass-through entities, we handle the preparation of Form 1065 and Schedule K-1s with precision, making sure that income, deductions, and credits are properly allocated among partners.Our team also works with you to develop effective tax strategies, including profit-sharing arrangements, deduction planning, and self-employment tax optimization. The result is a streamlined approach that helps you retain more of your earnings and stay focused on building your business.

Corporate Tax

We help businesses navigate corporate tax filing with confidence, ensuring full compliance and maximizing deductions for both C-Corporations and S-Corporations.Our experienced team streamlines the entire process, allowing you to focus on running and growing your business while we handle the tax details.For C-Corporations, we manage the challenges of double taxation by optimizing available deductions and credits to reduce overall tax liability.For S-Corporations, we ensure accurate income allocation, proper shareholder compensation, and full compliance with IRS regulations so you can benefit from the advantages of pass-through taxation.

Entity Classification & Elections

We help LLCs (Limited Liability Companies) navigate the complexities of entity classification and select the tax structure that best aligns with their financial goals.LLCs have the option to be taxed as a C-Corporation, which can offer advantages such as reinvesting profits at the corporate level. However, this structure may also result in double taxation and additional regulatory requirements.Choosing an S-Corporation election provides pass-through taxation, helping to avoid double taxation. This option does come with certain shareholder restrictions and compliance requirements.Our team offers expert guidance to help you evaluate the pros and cons of each structure, make informed decisions, and stay fully compliant with IRS regulations.

ITIN & EIN Numbers

At XBorder Tax Advisory, we help individuals and businesses with their ITIN and EIN needs.An ITIN (Individual Taxpayer Identification Number) is essential for non-residents and others who aren't eligible for a Social Security Number but need to file U.S. taxes. We guide you through the application process, ensuring smooth and accurate submissions.For businesses, an EIN (Employer Identification Number) is required for tax reporting and compliance with the IRS. Whether you're starting a new business or need to update your information, we assist with obtaining your EIN and ensure you're set up correctly for tax purposes.As an IRS Certifying Acceptance Agent (CAA), we make the process simple and efficient, offering expert support every step of the way.

Accounting & Business Solutions

At XBorder Tax Advisory, we offer comprehensive accounting and bookkeeping services to help businesses maintain accurate financial records and make informed decisions. Our team handles everything from day-to-day bookkeeping to more advanced financial reporting, ensuring your books are up-to-date and compliant with tax laws. We specialize in accounts receivable (AR) and accounts payable (AP) management, helping streamline your cash flow and maintain positive vendor and customer relationships.In addition to accounting, we provide payroll services tailored to your business’s needs, ensuring employees are paid on time and in compliance with federal and state regulations. Our business consulting services focus on helping you optimize your operations, improve profitability, and navigate the complexities of financial planning. Whether you need guidance on tax planning, business growth strategies, or improving financial performance, we’re here to provide the expertise and support you need to succeed.

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