Our Services

Expertise on both sides

The U.S. tax system is one of the most complex and aggressively enforced in the world. We help Americans in Canada and Canadians with U.S. interests stay compliant.

U.S. Individual Tax

We make individual tax preparation and planning clear, efficient, and stress-free, whether you have multiple income sources, investment portfolios, or are self-employed.

Form 1040 & 1040-NR
Foreign tax credits & FEIE
Year-round support

Partnership & LLC Tax

We simplify partnership taxation by ensuring full compliance with federal and state regulations while minimizing your overall tax liability.

Form 1065 & K-1s
State filings
Entity structuring

Canadian Personal Tax

Coordinated T1 returns that apply the Canada-US Tax Treaty correctly to avoid double taxation.

T1 & foreign income reporting
Form T1135
Treaty elections

FBAR, FATCA & Streamlined

Catch up on missed foreign account reporting without severe penalties.

FinCEN 114
Form 8938
Streamlined Foreign Offshore Procedures

Cross-Border Planning

Proactive strategies for moving, retiring, investing or owning property across the border.

RRSP / IRA / TFSA
PFIC & Form 8621
Departure & snowbird planning

ITIN & IRS Representation

As an IRS Certifying Acceptance Agent and Enrolled Agent, we act on your behalf.

ITIN applications (W-7)
IRS notices & audits
Payment plans

Two countries. One trusted advisor.

Let us handle the complexities so you can focus on growing your financial future, seamlessly across borders.

Schedule a Confidential Consultation