Integrated, Compliance-Driven Tax Support
We take a coordinated, cross-border approach to U.S. and Canadian tax compliance, ensuring filings are consistent, technically accurate, and defensible. By aligning IRS requirements with CRA obligations, we help individuals and corporations meet their reporting responsibilities while managing tax exposure efficiently.
Whether you are a U.S. individual living in Canada, a Canadian business with U.S. operations, or a corporation navigating cross-border ownership and income, our team provides the technical expertise and ongoing support required for confident compliance.
U.S. Individual Tax & Cross-Border Compliance
U.S. individuals generally file Form 1040 to report worldwide income, including employment income, self-employment income, investment income, and capital gains. U.S. citizens and residents living in Canada remain subject to U.S. filing obligations regardless of residency, while Canadian residents earning U.S.-source income may also have U.S. reporting requirements.
Cross-border U.S./Canada tax matters often involve:
- Dual filing obligations with the IRS and CRA
- Foreign tax credits to reduce double taxation
- Application of the Canada–U.S. Tax Treaty
- Reporting of foreign financial assets and accounts
- Determining residency and filing status
We assist with:
- U.S. individual income tax return preparation (Form 1040)
- Foreign tax credit planning and treaty relief
- Coordination of U.S. and Canadian filings
- Self-employment and independent contractor tax planning
- Estimated tax payment calculations
- IRS correspondence and audit support
Our approach ensures U.S. filings are accurate while minimizing double taxation and compliance risk.
Cross-Border U.S./Canada Corporate Tax Issues
Corporations operating across the U.S. and Canada face additional complexity, including:
- Permanent establishment and business presence analysis
- Transfer pricing and intercompany transactions
- Withholding taxes on dividends, interest, and royalties
- Treaty-based exemptions and disclosures
- Alignment of U.S. and Canadian corporate tax filings
We support U.S. and Canadian corporations with:
- U.S. corporate tax return preparation (Forms 1120 / 1120-S)
- Cross-border tax structuring and planning
- Treaty application and compliance
- Coordination with Canadian T2 filings
- IRS and CRA correspondence and audits