Cross-Border Tax Services for US and Canadian Taxpayers in Canada
One coordinated strategy across both tax systems, compliant on both sides of the border.
Book a Strategy CallUsing sophisticated cross border software we electronically file your US returns for both Citizens/green card holders and for those with US rentals, pensions or other US reporting requirements.
Outcomes
What you can expect
Dual-Compliance Confidence
Correct, on-time filing under both the CRA and the IRS with no missed forms, no surprises.
Foreign Tax Credits & Treaty Positions
Foreign tax credits and Canada-US treaty positions applied and documented across both returns.
Penalty Protection
Get compliant and stay compliant on FBAR, FATCA, and information returns that carry steep penalties.
Coordinated Planning
Cross-border structuring for individuals and businesses that anticipates both systems before you act.
What's Included
Both tax systems, one team
Most firms know one side of the border. We work in both. That means your Canadian and US positions are planned together: treaty elections, credits, and reporting handled as a single strategy so nothing falls through the cracks between two tax authorities.
Get StartedUS federal and state personal returns (Form 1040 / 1040-NR)
Canadian personal and corporate returns (T1 / T2)
FBAR (FinCEN 114) and FATCA (Form 8938) reporting
Canada-US tax treaty positions (Form 8833)
Foreign tax credits and foreign earned income exclusion
IRS Streamlined Filing Compliance for late or back filings
PFIC reporting for Canadian mutual funds and ETFs
Departure and arrival (emigration / immigration) tax planning
ITIN applications and cross-border business structuring
Let's build a smarter financial strategy
Schedule a free strategy call to discuss how we can deliver these outcomes for your business.