(514) 845-5258

511 Place d’armes, Suite 303, H2W 2Y7 Montréal

You see numbers... We see opportunities. "Providing quality assurance, tax, business advisory & consulting services"

INTERNATIONAL TAXATION FAMILY OFFICE - Montréal, QC : 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)

1040 NR

Streamline filing for US citizens

1120 Corporate return

1120F

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