Financial Tax Advisory Services
Income Tax Planning and Tax Return Preparation
Our expertise in tax law, tax planning and tax preparation helps you to protect your resources and minimize your tax burden.
On-going tax consultation service throughout the year to advise and update you on the latest in tax legislation and opportunities.
Year-end tax planning, to ensure all benefits due are maximized prior to year-end. This service includes preparation of tax estimates early in the year so you can act upon them.
Expert tax return preparation including Canadian returns, cross-border situations, US returns, taxation for immigrants, emigrants and non-residents.
US Cross Border services for US citizens
1040 individual returns
FBAR( Fin 114)
Streamline filing for US citizens
1120 Corporate return
Canada and US Tax Preparation
Our domestic and cross-border taxation services also include tax preparation and tax compliance for clients living, working, investing, transitioning residency and/or conducting business in the U.S. and Canada. Our team of professionals specialize in providing the following list of services:
Canada and U.S. tax preparation, including all provinces and states
Tax preparation for Canadians living, working or investing in the United States
Tax preparation for Americans living, working or investing in Canada
Tax planning for Canadians moving to the U.S. and Americans moving to Canada
Reporting of Canadian financial accounts in the United States, e.g., FinCEN Report 114 (FBAR), Form 8938
U.S. and Canadian tax residency status determination, including any applicable exemptions
Canadian departure return and deemed disposition filings
U.S.-Canada Tax Treaty elections review to eliminate double taxation
Canadian foreign tax credit claims in the United States
Comprehensive review of CPP/OAS taxation in the United States and social security-CPP equalization
Tax advice for Canadians returning to Canada and Americans returning to the U.S., as well as on the Offshore Voluntary Disclosure Initiative