US Tax Returns

If you are a U.S. citizen living or working in Canada, you are required to file a tax return in both countries. It is important to work with a tax advisor who has a thorough understanding of the tax laws on both sides of the border. Ideally we would prepare both your US and Canadian return at the same time to ensure we reconcile the tax treatment of each and every item, minimize your overall tax by ensuring proper foreign tax credits are taken on both returns.

If you already have another advisor that you have been working with we encourage you to keep that advisor if you are happy with the relationship and we will work with you and your advisor to optimize your situation.

We will review your tax situation from all perspectives, taking into consideration how your income and investments are treated both sides of the border to ensure you are properly taking advantage of tax-saving opportunities. Our personalized services include:

U.S. Citizens or Green Card Holders in Canada

Personal tax planning and advisory services for U.S. citizens or green card holders living in Canada, including estate planning
Personal tax return preparation, including all required state returns.

Canadian Residents

Personal tax planning and advisory services for individuals moving to / returning from the U.S.
Personal tax planning and advisory services for Canadian residents holding U.S. investments (including U.S. real estate)
Personal tax return preparation, including all required state returns