Specialized tax filing for U.S. citizens, green card holders, and cross-border clients living in Canada.
Stay compliant with both CRA and IRS while avoiding double taxation.
U.S. citizens and green card holders living in Canada generally must report their worldwide income to the IRS, even if they also file a Canadian return.
People who moved into or out of the U.S. during the year and earned income in any state may need to file a non-resident alien (1040NR) return and, in some cases, state tax returns.
Individuals with U.S. investment income or rental properties may have U.S. filing obligations even if they live in Canada.
Dual filers often have to coordinate Canadian and U.S. tax rules to make sure they don't pay tax twice on the same income.
IRS + CRA
Coordinating Both Systems
If you're a U.S. citizen, green card holder, or you have U.S. income, you may need to file a U.S. return even if you haven't lived there for years.
Canada and the United States have an extensive tax treaty designed to prevent the same income from being taxed twice.
Determine which country has the first right to tax specific types of income.
Claim foreign tax credits and treaty benefits correctly.
Coordinate filing deadlines and documentation for both CRA and IRS.
Determine what needs to be reported in each country based on your specific situation and income sources.
Use the treaty provisions and foreign tax credits strategically to minimize or eliminate double tax on your income.
Ensure all required forms and disclosures are filed on time to maintain compliance with both tax authorities.
Expert Treaty Navigation
Our cross-border specialists understand the nuances of the Canada-U.S. Tax Treaty and can help you maximize your benefits while staying fully compliant.
Comprehensive tax solutions for individuals and businesses with U.S. connections
Prepare and file U.S. returns for citizens, green card holders, and non-residents with U.S. income.
Assist with tax filings for LLCs and other U.S. entities connected to Canadian residents.
Help respond to IRS letters, reviews, and audits, and guide clients through the appeals process when needed.
Assist with foreign bank and financial account reporting and other disclosure forms so clients stay compliant.
Provide guidance on the setup and tax treatment of grantor trusts with U.S. connections.
Prepare corporate returns and advise on tax matters for U.S. corporations owned or controlled by Canadian residents.
Whether you're an individual with U.S. filing requirements or a Canadian business with U.S. operations, our team can coordinate both sides of your tax picture.
Real-world cross-border scenarios our clients face every day
U.S. citizens living in Canada for many years who haven't filed U.S. returns recently and are unsure where to start or what their obligations are.
Canadians working temporarily in the U.S. who receive U.S. employment income and need both Canadian and U.S. filings to properly report their earnings.
Cross-border commuters and remote workers being paid by a U.S. employer while living in Canada, navigating complex withholding and reporting requirements.
Canadian residents with U.S. rental properties or investments who must report this income properly in both systems and optimize their tax position.
Let's discuss your specific cross-border tax needs and create a solution that works for you.
Schedule a ConsultationCommon questions about U.S. and cross-border tax obligations
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Every cross-border tax situation is unique. Schedule a consultation to discuss your specific circumstances.
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