What documents do I need for US tax filing?

For US tax filing, you'll need income documents (W-2s, 1099s), deduction and credit information (mortgage interest, charitable donations, education expenses), investment statements, and records of estimated tax payments. Additional documentation may be required depending on your specific situation.

How do I qualify for cross-border tax credits?

To qualify for cross-border tax credits, you need to properly report foreign income on both US and Canadian returns. The Foreign Tax Credit allows you to offset taxes paid to one country against your tax liability in the other, preventing double taxation. Documentation of foreign taxes paid is essential.

When are US and Canadian tax returns due?

US tax returns are typically due on April 15, with extensions available until October 15. Canadian tax returns are due on April 30 for most individuals and June 15 for self-employed individuals, though any balance owing is still due by April 30.

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Our individual tax services are designed to simplify the complexities of tax filing while ensuring you receive every deduction and credit you're entitled to. We stay current with the latest tax law changes in both the US and Canada to maximize your tax position.

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Federal and state/provincial returns
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US Personal Income Tax

Our US tax preparation services cover federal and state returns for all filing statuses. We'll help you navigate complex tax situations and ensure compliance with IRS regulations.

Form 1040 and all related schedules
Itemized deductions optimization
Investment income reporting (Schedule B, D)
Self-employment income (Schedule C)
Rental property income (Schedule E)

Important: The 2025 tax filing deadline is April 15, 2026. Extensions are available until October 15, 2026, but any tax owed is still due by April 15.

Canadian Personal Income Tax

Our Canadian tax services help you navigate the CRA requirements and maximize your refund. We offer comprehensive T1 preparation for all provinces and territories.

T1 General and related forms
Optimization of tax credits and deductions
Investment income reporting (T3, T5)
Self-employment income (T2125)
Rental income reporting

Important: The 2025 tax filing deadline is April 30, 2026 for most individuals, and June 15, 2026 for self-employed individuals and their spouses. However, any balance owing is due by April 30, 2026.

Document Checklist

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