Navigating the complex tax landscapes of the United States and Canada can be challenging for individuals, but our professional tax services are here to make the process simple and stress-free. Our team of experienced tax advisors is knowledgeable about the unique regulations and requirements of both countries, providing customized solutions that maximize your returns and ensure full compliance. Whether you're a dual citizen, an expatriate, or managing income across borders, our dedicated experts will handle your taxes with precision and care in both countries. Trust us to deliver the expertise and personalized service you need, giving you peace of mind and financial clarity in both the US and Canada.
Tax Advisory
We specialize in advising on the ownership structure of assets and evaluating the tax impact of investment opportunities, including employee stock options. Our expertise extends to optimizing company pensions, self-invested pension arrangements, and assessing the tax effects of owning or selling business interests. We coordinate US tax issues with the client’s local tax rules, and handle trust and estate planning, inheritance tax, and gifting. Additionally, we assist with US Tax Treaty claims, tax residency, and US/Canada tax planning and compliance, ensuring comprehensive and strategic tax solutions tailored to your needs.
Expatriate Tax Services
Our Expatriate Tax Services offer expert guidance for individuals navigating the complexities of international tax compliance. We manage the preparation and filing of both US and foreign tax returns, ensuring adherence to tax laws in multiple jurisdictions. Our services include optimizing tax outcomes through US Tax Treaty claims, addressing issues of tax residency, and leveraging available credits and deductions. We also assist with the coordination of US tax rules with those of the client’s country of residence. Additionally, we provide strategic advice on managing expatriate income, investment opportunities, and compliance with reporting requirements to streamline your global tax responsibilities.
Tax Compliance
We offer timely preparation and filing of your US tax returns and informational returns, ensuring compliance with Federal and State laws. Our services also extend to Canadian tax return preparation. For taxpayers with missed filings or compliance issues, we provide expert assistance to bring you up to date, utilizing our extensive experience with IRS Streamlined Voluntary Disclosure Procedures. Whether you need routine tax filing or help resolving past issues, we’re here to ensure your tax matters are handled efficiently and in accordance with the law.