1. U.S. Personal Tax & Residency Compliance

U.S. personal tax obligations apply based on citizenship, residency, and income source, not only where an individual lives. U.S. citizens, green card holders, and certain non-residents may be required to file U.S. tax returns even while living abroad.
We assist individuals with U.S. personal tax compliance and residency-related reporting, with a focus on cross-border situations involving Canada.

Who This Service Is For

  • U.S. citizens and green card holders living in Canada
  • Dual residents of the U.S. and Canada
  • Individuals relocating to or from the United States
  • Canadians required to file U.S. tax returns
  • Cross-border families and professionals

  • 1a. U.S. Individual Income Tax Returns
    Preparation of U.S. personal income tax returns, including reporting of worldwide income where required.

    Common form:
    Form 1040 – U.S. Individual Income Tax Return

  • 1b. U.S. Filing Obligations for Americans Abroad
    Support for U.S. citizens and green card holders living outside the United States, including coordination with foreign income and foreign tax reporting.
  • 1c. U.S. Tax Residency Determination
    Assessment of U.S. tax residency status, including classification as a U.S. citizen, resident, or non-resident for tax purposes.
  • 1d. Canada–U.S. Filing Coordination
    Coordination of U.S. and Canadian personal tax filings to ensure consistent reporting, proper credit claims, and alignment with the Canada–U.S. tax treaty.

Our Approach

We take a coordinated, cross-border approach to U.S. personal tax compliance, ensuring filings are accurate, consistent, and aligned with Canadian tax positions where applicable.

Book a consultation with our experts. If you have U.S. personal tax obligations or questions about residency and cross-border filing requirements, professional guidance can help reduce uncertainty and compliance risk.

2. Non-Resident & Cross-Border U.S. Tax Filings

Individuals who are not U.S. citizens or residents may still have U.S. tax filing obligations if they earn U.S.-source income or own U.S. assets. These filings often involve withholding rules, treaty considerations, and coordination with Canadian tax returns.
We assist non-residents and cross-border individuals with U.S. tax compliance, ensuring accurate reporting and alignment with Canadian filings where applicable.

Who This Service Is For

  • Canadians earning U.S.-source income
  • Canadians owning U.S. rental property
  • Non-U.S. residents investing in the United States
  • Individuals required to file both Canadian and U.S. tax returns
  • Foreign nationals subject to U.S. withholding tax

  • 2a. U.S. Non-Resident Income Tax Returns
    Preparation of U.S. non-resident income tax returns for individuals with U.S.-source income.

    Common form:
    Form 1040-NR – U.S. Non-Resident Income Tax Return

  • 2b. U.S. Rental & Investment Income Reporting
    Reporting of U.S. rental income, investment income, and related expenses in accordance with U.S. tax rules for non-residents.
  • 2c. Withholding & Treaty Considerations
    Review of U.S. withholding taxes and application of Canada–U.S. tax treaty provisions where applicable to reduce over-withholding.
  • 2d. Cross-Border Filing Coordination
    Coordination of U.S. non-resident filings with Canadian tax returns to ensure consistent reporting and proper use of foreign tax credits.

Our Approach

We focus on clear, compliant reporting for non-resident U.S. tax filings while coordinating closely with Canadian tax obligations. Our goal is to reduce double taxation and ensure filings are aligned across jurisdictions.

Book a consultation with our experts. If you earn U.S.-source income or have U.S. assets as a non-resident, professional guidance can help ensure proper compliance and avoid unnecessary tax exposure.

3. U.S. Expat Tax Services (Americans Abroad)

U.S. Expat Tax Services (Americans Abroad)

U.S. citizens and green card holders are generally required to file U.S. tax returns regardless of where they live. For Americans living abroad, especially in Canada, this often involves reporting foreign income, coordinating with local tax systems, and managing additional U.S. reporting requirements.

We assist Americans abroad with U.S. expat tax compliance, with a strong focus on Canada–U.S. cross-border coordination.

Who This Service Is For

  • U.S. citizens living in Canada
  • Green card holders residing outside the United States
  • Dual citizens with U.S. filing obligations
  • Americans working for Canadian employers
  • U.S. expats with foreign income or investments

  • 3a. U.S. Expat Income Tax Returns
    Preparation of U.S. individual income tax returns for Americans living abroad, including reporting of foreign income.

    Common form:
    Form 1040 – U.S. Individual Income Tax Return

  • 3b. Foreign Earned Income Exclusion & Foreign Tax Credits
    Support in applying available relief to reduce double taxation.

    Common forms:
    Form 2555 – Foreign Earned Income Exclusion
    Form 1116 – Foreign Tax Credit

  • 3c. Reporting Foreign Income & Assets
    Assistance with required U.S. reporting of foreign income and financial assets, coordinated with Canadian filings.
  • 3d. State Tax Considerations
    Review of potential U.S. state filing obligations for individuals who maintain ties to a U.S. state while living abroad.

Our Approach

We take a coordinated approach to U.S. expat tax compliance, ensuring U.S. filings align with Canadian tax reporting and treaty considerations where applicable. Our focus is on clarity, accuracy, and long-term compliance.

Book a consultation with our experts. If you are a U.S. citizen or green card holder living abroad, professional guidance can help simplify your U.S. tax obligations and reduce compliance risk.

4. Foreign-Owned & Cross-Border U.S. Businesses

Foreign-Owned & Cross-Border U.S. Businesses

Foreign individuals and companies that own or operate U.S. businesses are subject to specific U.S. tax filing and reporting requirements. These rules apply even when the business has little or no U.S. activity and are often misunderstood, leading to significant penalties if missed.

We assist foreign owners — including Canadians — with U.S. business tax compliance, ensuring accurate filings and proper coordination with Canadian tax obligations.

Who This Service Is For

  • Canadians owning U.S. LLCs, S Corps or C Corporations
  • Foreign individuals with U.S. business interests
  • Canadian companies with U.S. subsidiaries or branches
  • Non-U.S. residents operating U.S. businesses remotely
  • Cross-border entrepreneurs and investors

  • 4a. Foreign-Owned U.S. Entity Compliance
    Support with U.S. tax filings required for foreign-owned entities, including informational and compliance reporting.

    Common forms:

    • Form 5472 (Reportable Transactions with Foreign Owners)
    • Form 1120 (Pro-forma filing, where required)

  • 4b. U.S. Partnerships & Multi-Member LLCs
    Preparation and coordination of U.S. partnership filings for cross-border business structures.

  • 4c. U.S. Business Income Reporting
    Reporting of U.S. business income and expenses in accordance with U.S. tax rules, coordinated with Canadian personal or corporate filings.
  • 4d. Withholding & Information Reporting
    Review of U.S. withholding obligations and related reporting for cross-border payments, including owner distributions and intercompany transactions.

Our Approach

We focus on compliance first, ensuring required filings are completed accurately and on time, while coordinating U.S. business reporting with Canadian tax positions to reduce risk and duplication.

Book a consultation with our experts. If you own or operate a U.S. business as a foreign resident, professional guidance can help ensure compliance and avoid costly penalties.

5. U.S. International Information Reporting

U.S. International Information Reporting

U.S. taxpayers with foreign financial accounts, assets, or business interests are subject to additional U.S. international information reporting requirements. These obligations exist separately from income tax filings and apply even when no U.S. tax is owed.

We assist individuals and businesses with identifying and meeting these reporting requirements, while coordinating with Canadian disclosures to ensure consistency.

Who This Service Is For

  • U.S. citizens and residents with foreign bank or investment accounts
  • Americans living in Canada with foreign assets
  • U.S. taxpayers with interests in foreign corporations or partnerships
  • Individuals holding foreign mutual funds or investment vehicles
  • Cross-border individuals with overlapping U.S. and Canadian reporting obligations

Canadian businesses with cross-border activities face additional tax and compliance requirements. Whether operating in the United States, receiving U.S.-source income, or owned by non-residents, proper coordination is essential to remain compliant and manage tax exposure.
We support Canadian corporations and owner-managed businesses with cross-border tax compliance and reporting, with a focus on Canada–U.S. business activity.

  • 5a. Foreign Financial Account Reporting (FBAR)
    Assistance with reporting foreign financial accounts held outside the United States.

    Common form:
    FinCEN Form 114 (FBAR)

  • 5b. FATCA Asset Reporting
    Support with reporting specified foreign financial assets as required under U.S. tax law.

    Common form:
    Form 8938 – Statement of Specified Foreign Financial Assets

  • 5c. Foreign Business & Investment Reporting
    Reporting requirements related to foreign business interests and certain foreign investments.

    Common forms may include:

    • Form 5471 – Foreign Corporations
    • Form 8865 – Foreign Partnerships
    • Form 8621 – Passive Foreign Investment Companies (PFICs)
  • 5c. Canada–U.S. Reporting Coordination
    Ensuring U.S. international reporting aligns with Canadian disclosures, such as foreign asset reporting requirements, to reduce inconsistencies and compliance risk.

Our Approach

We take a structured approach to international reporting, helping clients understand what must be reported, preparing required filings accurately, and coordinating disclosures across borders.

Our focus is on compliance, consistency, and risk management, not unnecessary complexity.

Book a consultation with our experts. If you are unsure whether U.S. international reporting applies to you, professional guidance can help clarify your obligations and ensure proper compliance.

6. Cross-Border U.S. Tax Planning & Treaty Advisory

Cross-Border U.S. Tax Planning & Treaty Advisory

Cross-border tax planning is essential for individuals and businesses with ongoing ties to the United States and Canada. Without proper planning, taxpayers may face double taxation, inconsistent filings, or unintended tax exposure across jurisdictions.

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.

Who This Service Is For

  • Canadians with U.S. income, assets, or business interests
  • U.S. citizens and green card holders living in Canada
  • Individuals relocating to or from the United States
  • Cross-border families and professionals
  • Business owners with U.S. and Canadian operations
  • 6a. Canada–U.S. Tax Treaty Advisory
    Canada–U.S. Tax Treaty Advisory
  • 6b. U.S. Residency & Treaty Tie-Breaker Considerations
    Advisory support for individuals with potential tax residency in both countries, focused on U.S. tax implications and treaty coordination.
  • 6c. Cross-Border Income & Asset Planning
    Planning for U.S.-source income and U.S. assets held by non-U.S. residents or dual residents, with attention to U.S. reporting and taxation.
  • 6d. Double Taxation Mitigation
    Strategies to reduce or eliminate double taxation through coordinated use of exclusions, credits, treaty provisions, and proper filing positions.
  • 6e. U.S. & Canadian Filing Coordination
    Ensuring U.S. tax positions are aligned with Canadian filings to reduce inconsistencies, compliance risk, and future disputes.

Our Approach

We focus on proactive planning and coordination, helping clients make informed decisions before issues arise. Our advisory work is designed to complement compliance services and support long-term cross-border tax efficiency.

Book a consultation with our experts. If you have ongoing U.S. tax exposure and are seeking proactive cross-border planning, professional advisory support can help reduce uncertainty and long-term risk.

7. IRS Representation, Reviews & Compliance Support

IRS Representation, Reviews & Compliance Support

When issues arise with the Internal Revenue Service (IRS), timely and informed action is critical. Notices, audits, late filings, and unresolved compliance matters can create uncertainty and financial risk if not addressed properly.

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.

Who This Service Is For

  • Individuals or businesses contacted by the IRS
  • Taxpayers with unfiled or late U.S. tax returns
  • Clients facing IRS audits or reviews
  • Individuals with unresolved international reporting obligations
  • Cross-border taxpayers seeking to correct past filings
  • 7a. IRS Audits & Correspondence
    Representation and support in responding to IRS audits, examinations, and written correspondence.
  • 7b. Late & Corrective Filings
    Assistance with bringing unfiled or incorrect U.S. tax returns up to date, including prior-year filings.
  • 7c. Penalty & Interest Relief
    Support with requests for penalty abatement and interest relief where appropriate.
  • 7d. Payment Plans & Compliance Resolutions
    Guidance on resolving outstanding tax balances through payment plans or other IRS compliance programs.
  • 7e. International & Cross-Border Compliance Corrections
    Support in addressing missed or incorrect international reporting filings, coordinated with Canadian disclosures where applicable.

Our Approach

We take a calm, structured approach to IRS matters, focusing on accuracy, communication, and resolution. Our goal is to reduce uncertainty, address compliance issues efficiently, and help clients move forward with confidence.

Book a consultation with our experts. If you are dealing with an IRS notice, audit, or unresolved U.S. tax issue, professional representation can help clarify your options and protect your interests.

U.S. Tax Services Advisory

Services include:

Need Help?

Talk to Our Expert

+1 (800) 732-9596

need consultation? let’s talk.