Earning, investing, or living across the Canada–US border adds a second layer of tax rules. We help you navigate both systems — from residency and treaty claims to cross-border filings — so you’re compliant on both sides.
What’s included
- Canadian residency and departure return guidance
- US-source income and treaty-based return positions
- Foreign tax credit planning
- FBAR and FATCA-related reporting awareness
- Cross-border investment and rental income reporting
- Coordination with US tax preparers where needed
Who this is for
Canadians working in the US, US citizens living in Canada, cross-border investors, and newcomers navigating tax obligations in both countries.