Maxwell Tax Advisory
From IRS to CRA : End-to-End Tax Services for Individuals & Corporations
Our Services
Expertise for Complex Canada–U.S. Tax Matters
Why Choose Us
Maxwell Tax Advisory specializes in Canada–U.S. cross-border tax, residency, and business structuring, providing coordinated planning and compliance for individuals, families, and businesses with cross-border exposure. Our focus is on clarity, alignment, and long-term compliance across both jurisdictions. View More
What We Do
IRS problems
IRS Audit Representation
We represent individuals and businesses during IRS audits, including correspondence, office, and field audits. As an Enrolled Agent (EA), we are authorized to communicate directly with the IRS on your behalf, review documentation, prepare responses, and protect your rights throughout the examination process.
IRS Liens and Levies
If you are facing tax liens, bank levies, wage garnishments, or aggressive collection notices, we provide structured representation and resolution strategies. We work to reduce enforcement pressure, negotiate with the IRS, and restore compliance while protecting your financial stability.
IRS Payment Plans & Installment Agreements
When full payment is not immediately possible, we assist with IRS installment agreements and structured payment plans. We evaluate your financial position, prepare required disclosures, and negotiate sustainable monthly terms aligned with IRS guidelines.
Offer in Compromise (OIC)
In qualifying situations, the IRS may allow settlement of tax debt for less than the full amount owed. We assess eligibility, prepare financial documentation, and guide you through the Offer in Compromise process to maximize the likelihood of acceptance.
Innocent Spouse & Injured Spouse Relief
If you are being held liable for a spouse’s tax debt or facing refund offsets due to joint filings, we evaluate whether Innocent Spouse, Separation of Liability, Equitable Relief, or Injured Spouse Relief may apply and assist with proper filing and representation.
Penalty Abatement & Removal
IRS penalties for late filing, late payment, or reporting errors can significantly increase your tax burden. We review your case for First-Time Penalty Abatement, reasonable cause relief, or statutory defenses to reduce or eliminate penalties and related interest where possible.
Canadian Tax Services & CRA Compliance
Canadian Personal Tax & Residency Compliance
We assist individuals with Canadian personal tax compliance where residency status and international income must be properly assessed and reported.
Canadians with U.S. Income, Assets & Investments
We help Canadians with U.S. financial exposure comply with CRA requirements while coordinating with U.S. tax filings to avoid double taxation.
Canadian Tax Residency Changes & Cross-Border Life Events
Changes in work location, family circumstances, or time spent abroad can affect Canadian tax residency and filing obligations.
Departing Residents & Emigration (Exit Tax Considerations)
Leaving Canada can trigger specific tax consequences that require careful planning and reporting.
Canadian Corporate & Business Tax (Cross-Border Focus)
Maxwell Tax Advisory supports Canadian businesses and owner-managed corporations with cross-border activities, ensuring accurate reporting and compliance.
Cross-Border Tax Planning & Treaty Advisory (Canada-Side)
For clients with ongoing cross-border exposure, we provide Canadian-side tax planning to reduce risk and improve long-term outcomes.
CRA Reviews, Voluntary Disclosures & Compliance Support
When issues arise, we assist clients in addressing CRA inquiries and correcting non-compliance.
U.S. Tax Services & IRS Compliance
U.S. Personal Tax & Residency Compliance
We assist individuals with U.S. personal tax compliance and residency-related reporting, with a focus on cross-border situations involving Canada.
Non-Resident & Cross-Border U.S. Tax Filings
We assist non-residents and cross-border individuals with U.S. tax compliance, ensuring accurate reporting and alignment with Canadian filings where applicable.
U.S. Expat Tax Services (Americans Abroad)
We assist Americans abroad with U.S. expat tax compliance, with a strong focus on Canada–U.S. cross-border coordination.
Foreign-Owned & Cross-Border U.S. Businesses
We assist foreign owners — including Canadians — with U.S. business tax compliance, ensuring accurate filings and proper coordination with Canadian tax obligations.
U.S. International Information Reporting
We assist individuals and businesses with identifying and meeting these reporting requirements, while coordinating with Canadian disclosures to ensure consistency.
Cross-Border U.S. Tax Planning & Treaty Advisory
We provide U.S.-side cross-border tax planning and treaty advisory services, helping clients understand U.S. tax implications while coordinating with Canadian tax obligations.
IRS Representation, Reviews & Compliance Support
As an IRS Enrolled Agent (EA), we are federally authorized to represent taxpayers before the IRS. We assist individuals and businesses with U.S. tax compliance issues, providing clear guidance and structured support through the resolution process.
Business Acquisition, Incorporation & Structuring
Business Incorporation & Entity Formation
We assist entrepreneurs and business owners with business incorporation and entity formation in Canada and the United States, with a focus on tax efficiency and cross-border alignment.
Cross-Border Business Structuring (Canada–U.S.)
We provide cross-border business structuring advisory services to help clients align their Canadian and U.S. business activities in a practical and compliant manner.
Business Acquisition & Due Diligence (Tax Focus)
We assist buyers with tax-focused due diligence and acquisition planning, helping identify potential issues and structure transactions in a tax-efficient and compliant manner.
Foreign Ownership & Market Entry (Canada & U.S.)
We assist foreign individuals and businesses with market entry and ownership structuring in Canada and the United States, with a focus on tax compliance and cross-border alignment.
Ongoing Business Restructuring & Optimization
We assist businesses with ongoing restructuring and optimization, helping ensure their structures remain aligned with operational needs and cross-border tax requirements.
Exit Planning & Business Transitions
We assist business owners with tax-focused exit planning and transition advisory, helping them prepare for future events while minimizing disruption and tax exposure.
Cross-Border Tax & Immigration Advisory
Pre-Immigration & Pre-Relocation Tax Planning
We provide pre-immigration and pre-relocation tax planning to help individuals and families understand the tax implications of a move to or from Canada and the United States, and to plan accordingly before residency begins or ends.
Cross-Border Residency & Treaty Advisory
We provide cross-border residency and treaty advisory services to help individuals understand their tax residency position and coordinate reporting between Canada and the United States.
Moving to Canada (Tax Advisory Focus)
We provide tax advisory services related to moving to Canada, helping individuals understand Canadian tax implications and coordinate ongoing foreign tax obligations.
Moving to the United States (Tax Advisory Focus)
We provide tax advisory services related to moving to the United States, helping individuals understand U.S. tax implications and coordinate their transition from a Canadian tax perspective.
Global Mobility for Executives & Remote Workers
We provide tax advisory services for globally mobile individuals, helping executives and remote workers understand and manage the cross-border tax implications of their work arrangements.
Cross-Border Family & Wealth Considerations
We provide cross-border tax advisory support to help individuals and families understand the tax implications of holding assets, earning income, and making financial decisions across Canada and the United States.
What Our Clients Say
Trusted Advisors in Tax, Accounting & Compliance
Rating 4.8 / 5.0 (3400 total reviews)
As a small business owner, I came to Maxwell Tax Advisory with no idea how to manage taxes or bookkeeping. Their team walked me through everything — from CRA requirements to optimizing my filings. I feel much more confident knowing my finances are in expert hands.
Daniel Thompson
Toronto, ON
Maxwell Tax Advisory has been a reliable partner in managing my tax and accounting needs. Their team keeps me informed with timely updates and helpful insights, making everything easier to understand and navigate.
Linda Martinez
Toronto, ON, Canada
I’ve been a client of this firm for over a decade, and their dedication to accuracy and long-term results continues to impress me. They’ve helped me navigate complex tax matters and stay on track with my financial goals.
Edward Miller
Florida, USA
Industries We Serve
From freelancers and families to cross-border business owners, our tax and accounting services are built around the unique financial needs of every client segment. Whether you’re navigating CRA and IRS compliance or managing real estate investments, we offer customized solutions that support your goals.
Various
Market Sectors
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Get in Touch Today
Have a question or need tailored advice? Maxwell Tax Advisory LLC team is here to help you make informed decisions, navigate complex financial challenges, and reach your long-term goals.
Get in Touch Today
Have a question or need tailored advice? Our team is here to help you make informed decisions, navigate complex financial challenges, and reach your long-term goals.
Tax Services Near Me: South Florida & Toronto GTA
Looking for professional accounting and tax services near you? Maxwell Tax Advisory proudly serves individuals and businesses across South Florida and the Toronto GTA.
Whether you need personal tax filing, business accounting, cross-border tax planning, or corporate advisory, our experienced team provides trusted support on both sides of the border.
U.S. Office: 16500 Collins Ave, Sunny Isles Beach, FL 33160
Canada Office: 1110 Finch Avenue West, Suite 710. Toronto, ON, M3J 2T2
With locations in the United States and Canada, we’re uniquely positioned to support local and cross-border tax needs — helping you stay compliant while planning confidently for your financial future.
