Canadian & US Taxation

  • American (US Citizen) or US resident or Green Card holder living in Canada
  • Canadians with US Business Activities and Investments
  • Cross-Border Ownership strategies, purchasing a business, Real Property
  • State and Local Tax Planning
  • Canadian and US Estate Tax Planning
  • Representation before Canada Revenue Agency and Internal Revenue Service

We provide that following preparation and planning services:

US Income Tax:

  • US Individual Federal and State Tax Returns
  • US Estate tax
  • US and Canadian departure/arrival planning
  • General US tax planning advice – IRA/401K/renunciation
  • US Federal and State Corporation Tax Returns 

Canadian Income Tax:

  • Canadian Individual Income Tax Returns
  • Canadian Corporation Income Tax Returns
  • Canadian Trust Returns