About Us

We offer specialized services for individuals and businesses navigating the complexities of U.S. and Canadian tax regulations. Our team provides tailored tax solutions to help you manage your cross-border tax obligations efficiently and effectively. Whether you’re a Canadian business, a U.S. investor, or a U.S. individual or business operating in Canada, our services cover:

• Canadians Living in Canada: Expert guidance on Canadian tax laws and filing requirements.
• Canadians Living in the U.S.: Cross-border tax planning and filing to ensure compliance with both U.S. and Canadian tax obligations.
• Canadians with Property in the U.S.: Advice and assistance on tax implications of owning property in the U.S.
• S. Residents/Citizens Living in the U.S.: Comprehensive tax services for U.S. residents and citizens, including federal and state tax filings.
• Expats (U.S. Nationals) Working in Canada: Specialized services for U.S. citizens working abroad, ensuring compliance with IRS requirements, including filing forms such as FBAR and FATCA.
• Canadian Corporations Doing Business in the U.S.: Cross-border corporate tax solutions for Canadian companies expanding or operating in the U.S.
• S. Incorporated Companies Doing Business in Canada: Tax planning and compliance services for U.S. companies with operations in Canada.
• Canadian Trust and Estate Returns (T3 RET): Assistance with trust income tax and information returns in Canada.
• S. Income Tax Return for Estates and Trusts: Filing and advisory services for U.S. estate and trust tax returns (Form 1041).
• Canadian Foreign Income Verification Statement: Ensuring compliance with foreign income reporting requirements for Canadian residents.

We are authorized to file U.S. tax returns for all States
Also act as authorized representatives for clients dealing with the CRA (Canada Revenue Agency).
Our expertise spans across various important tax forms, ensuring that your tax filings are accurate and compliant with both U.S. and Canadian tax laws.