Tax Services by Industry and Tax Advisory

Who We Are

Maxwell Tax Advisory –
U.S. & Canadian Tax | IRS & CRA Representation | Cross-Border Advisory

  • Federally Licensed Tax Professionals

    Maxwell Tax Advisory is led by an IRS Enrolled Agent (EA), a federally licensed tax professional authorized by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service.

  • Nationwide Representation Authority

    As Enrolled Agents, we are authorized to represent individuals and businesses in all 50 states. This federal credential allows us to communicate directly with the IRS, manage audits, and handle collections matters regardless of your location.

  • Specialized in Tax & Compliance

    Enrolled Agents focus exclusively on taxation. Our work centers on federal tax compliance, planning, and representation, providing clients with specialized knowledge in IRS procedures and tax regulations.

  • IRS Enrolled Agent (EA)

    The Enrolled Agent designation is the highest credential granted by the IRS. Licensed by the U.S. Department of the Treasury, EAs specialize in federal taxation and are authorized to represent taxpayers nationwide before the Internal Revenue Service.

Maxwell Tax Advisory is a full-service tax and advisory firm with offices in Miami, Florida and Toronto, Canada. We provide individuals, families, and business owners with practical, reliable tax and accounting solutions tailored to their specific needs. Led by experienced IRS Enrolled Agents and tax professionals, our firm combines technical expertise with a proactive, client-focused approach. We assist with U.S. and Canadian tax compliance, cross-border taxation, business advisory and strategic tax planning. Our objective is simple: help clients remain compliant, reduce unnecessary tax exposure, and build long-term financial stability through thoughtful planning and clear guidance.

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Successful Tax Filings
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Client Retention Rate
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Cross-Border Cases Solved
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Our mission is simple: to make complex tax and accounting services clear, accessible, and effective. We strive to build trust through accuracy, compliance, and personalized support.

Whether you are an entrepreneur starting a small business, a professional with unique financial needs, or an individual with cross-border tax obligations, we provide solutions that fit your goals. Maxwell Tax Advisory is your trusted U.S. Enrolled Agent (EA) & Canada–U.S. Cross-Border Tax Advisory.

Our vision is to be recognized as a trusted U.S. and cross-border tax and advisory firm known for technical excellence, integrity, and long-term client partnerships.

We aim to set a high standard in tax compliance, representation, and strategic advisory by delivering thoughtful solutions and clear guidance in complex financial matters.

Through continuous growth, specialized expertise, and a commitment to client service, we strive to empower individuals and businesses to move forward with confidence.

People Working in an Office

We believe in proactive guidance rather than reactive problem-solving. That means helping you plan ahead with tax minimization strategies, preparing clear financial reports, and providing the insights you need to make smarter business and personal financial decisions.

Our focus on compliance ensures peace of mind, while our advisory services help you grow and protect your wealth.

Why Choose Us

Partnering with the right accounting and tax firm ensures your finances are managed with accuracy and care. We combine years of knowledge, innovative technology, and personalized strategies to support your success. Our goal is to give you peace of mind while helping you achieve long-term financial growth.

IRS Enrolled Agent (EA)

Expertise in Canada and U.S.

Cross-Border Experts

IRS & CRA filings

Personalized Solutions

For businesses & individuals

Industry Knowledge

Multiple market sectors

Contact UsContact Us
Maxwell Tax Advisory Certified CPAs

Meet Our IRS Enrolled Agent

Licensed To Represent Taxpayers in All 50 States

Talk to ExpertTalk to Expert
IRS Enrolled Agent
David Atanel

EA

What Our Clients Say

Trusted Advisors in Tax, Accounting & Compliance

Rating 4.8 / 5.0 (168 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.

Foreign tax credit coordination

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.

T1135 – Foreign Income Verification Statement

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.

Assessment and preparation of foreign asset disclosures

Edward Miller

Florida, USA

need consultation? let’s talk. need consultation? let’s talk. need consultation? let’s talk.need consultation? let’s talk. need consultation? let’s talk. need consultation? let’s talk.

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.

Call For Expert’s Advice

+1 (800) 732-9596
+1 (305) 786-0939

Email

info@maxwelltaxadvisory.com

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.

Free ConsultationFree Consultation
Call For Expert’s Advice
+1 (800) 732-9596
+1 (305) 786-0939

Frequently Asked Questions

We combine CPA expertise, cross-border tax specialization, and industry-focused services to deliver solutions that go beyond basic accounting. Our team provides personalized strategies, accurate compliance, and proactive tax planning to help clients achieve lasting financial success.
While we are based in the Toronto GTA, we serve clients across Canada and the U.S. Our cross-border tax advisors and accounting professionals provide virtual consultations, making our services accessible wherever you are.
Our core services include tax services, accounting services, cross-border tax services, and specialty advisory services. From personal income tax filing and corporate accounting to estate planning and international tax compliance, we cover a wide range of financial needs.
We work with individuals, families, professionals, small businesses, real estate investors, and cross-border workers or business owners. Our industry expertise allows us to provide tailored solutions that fit the unique needs of each client.
Getting started is simple—just contact us to schedule a consultation with one of our CPAs or tax advisors. We’ll review your current situation, identify opportunities, and create a clear roadmap to achieve your financial objectives.