Services

I offer a full range of specialized US and Canada cross-border tax advisory and compliance services for individuals, corporations and other general tax advisers. If you are an individual, executive, or another tax professional or you have any US and Canada cross-border tax questions, I can probably help, or at the very least point you in the right direction.

US & Canada Cross-Border Tax Preparation, Planning and Compliance

General US and Canada cross-border tax planning
Relocation and Immigration planning to Canada from the US or vice versa
Income tax and stock options planning for US Citizens residing in Canada
Client representation with both the US Internal Revenue Service (IRS) & Canada Revenue Agency (CRA)
Assistance in meeting foreign asset reporting and disclosure requirements

Services for US Citizens and Green Card Holders

Assistance in citizenship renunciation, expatriation consulting and compliance
US tax planning for ownership or beneficial interests of non-US corporations, trust and partnerships
US tax planning in the event of marital separation
Certification applications for the disposition of taxable Canadian property by non-Canadian residents
US tax planning for ownership of Canadian business interests

Streamlined Offshore Filing Compliance Procedures

Catch up tax returns package for three years for delinquent U.S. citizens and green cardholders
Liaise between the Internal Revenue Service and the taxpayers in the submission under the streamlined offshore program

Services for Canadian Citizens, Residents and Other Non-US Residents

US tax planning for “Snowbirds” or future “Snowbirds”
US tax advice on the various ownership structures in US real estate investment
Canadian individuals and businesses/corporations tax planning and filing
As an IRS Certified Acceptance Agent, obtaining a U.S. Tax ID & certification of the passports
Applying & Obtaining U.S. Employer Identification Number (EIN)

US Tax Filing under the Offshore Voluntary Disclosure Initiative (OVDI)

Catch up tax returns package for 6 years for delinquent us citizens and green card holder
Liaise between the Internal Revenue Service and the taxpayers in the submission under the streamlined offshore program