We offer a range of services, whether you need to file tax returns in Canada, the US or in both jurisdictions. If you are required to file in both the US and Canada, the tax returns interact and are completed together. We’re happy to help, whether you’re a Canadian or American, working in the US or Canada, a snowbird who owns rental property in the US, an “accidental” American, a delinquent US filer abroad, a small business owner with a business in the US or Canada, a green card holder, a non-US citizen with US income, or a US citizen with Canadian income, or a dual citizen.
Canadian Services
- Canadian Tax Return
- Canadian Non-Resident Return
- Foreign Investments
- Business Income Tax
- Assistance with CRA correspondence
US Services
- US Tax Return (1040)
- US Rental Income
- Students
- Wages (W-2) Income
- Stock Options
- Treaty Claims
- Pension Income
- Social Security Income
- Gambling Income
- Report of Foreign Bank Accounts and Finance Assets (FBar)
- Prepared along with your US Return
- US government requires a report of your Foreign (out side the United States) Financial Assets if the total of your all your bank accounts, investments, RRSPs, and TFSA accounts exceed $10,000 USD ($13,978 Canadian dollars in 2025).
- US Non-Resident Tax Returns
- US Citizen – Never Filed
- Streamlined Procedure available
- US Withholding Reduction (W-8BEN)
- Assistance with IRS correspondence
Moving?
- Pre-departure and re-entry planning to minimize tax
- Tax treaty reviews
- Residency reviews
- Specialized tax filings for US and Canada
For Canadian residents moving to the US, there are several items to consider, including:
- TFSA – IRS requires Foreign Trust Information Return for TFSA (assume this is required)
- Canadian Mutual Funds & ETFs – have complex filing requirements and may be taxed at the highest US tax rate.
- If US Non-Resident return is filed in the year of the move to the US, Canada will tax US income, since the taxpayer is still considered to be a Canadian Resident for the first year. You may qualify for a “First Year” election as a US resident which will eliminate Canadian taxation of US income in year of move (and in the future).
US citizens and green card holders moving to Canada also have issues to consider, including:
- Tax Free Savings Accounts (TFSA) – TFSA are promoted as a saving or investment by banks, investment firms and Canadian government. TFSA income is taxed by the US and most TFSAs require the filing of a Foreign Trust Information Return.
- Canadian Mutual Funds & ETFs – have complex filing requirements and may be taxed at the highest US tax rate.
- Roth IRA may have potential tax complexities for US citizens residing in Canada
- US citizens living in Canada can use the Canada-US Tax Treaty, Foreign Tax Credits and Foreign Earned Income Exclusion to reduce or eliminate any US Taxation.