Estimate your liability before year-end while there is still time to act.
What We Do
Operating between Canada and the United States creates both opportunity and exposure. We align U.S. and Canadian tax systems across your personal and business affairs so cross-border complexity becomes manageable, defensible, and predictable
Tax Planning & Preparation
Strategic tax planning and preparation to minimize your tax liability. Strategic tax planning and preparation to minimize your tax liability.
Eliminate underpayment penalties and avoid over-withholding.
Identify and document every eligible deduction before the return is filed.
High-Net-Worth Individual Services
Personal tax strategies, asset protection and estate planning for high-net-worth individuals.
Preparation of complex personal tax returns, taking into account various sources of investment and passive income.
Designing wealth transfer structures to minimise inheritance and gift tax.
Preparation of FinCEN Form 114 and Form 8938 for the declaration of foreign bank accounts and assets.
Tax advice for US citizens living abroad, and the application of the Foreign Earned Income Exclusion.
Professional Athletes
Developing optimal corporate structures for cross-border operations and reducing the effective tax rate.Developing optimal corporate structures for cross-border operations and reducing the effective tax rate.
Preparation and filing of federal tax returns for C-corporations with risk minimisation.
Analysis of tax liabilities at state level, revenue apportionment and the filing of regional returns.
Developing optimal corporate structures for cross-border operations and reducing the effective tax rate.
Initial Consultations
Analysis of tax liabilities at state level, revenue apportionment and the filing of regional returns.
Analysis of tax liabilities at state level, revenue apportionment and the filing of regional returns.Analysis of tax liabilities at state level, revenue apportionment and the filing of regional returns.
Global Workforce
Preparation of FinCEN Form 114 and Form 8938 for the declaration of foreign bank accounts and assets.
Preparation of FinCEN Form 114 and Form 8938 for the declaration of foreign bank accounts and assets.
Americans and Canadians
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ITIN Services
Comprehensive accounting support and payroll services to ensure the company’s financial transparency.
Bookkeeping, bank reconciliation and integration with QuickBooks/Xero
preparation of monthly and annual profit and loss (P&L) statements and balance sheets
Professional Athletes
Payroll calculation, tax deduction and the preparation of payslips for employees.
Payroll calculation, tax deduction and the preparation of payslips for employees.
Payroll calculation, tax deduction and the preparation of payslips for employees.Payroll calculation, tax deduction and the preparation of payslips for employees.
Initial Consultations
Collection of W-9 forms and the annual preparation and distribution of 1099-NEC forms for independent contractors.
Determining tax obligations (nexus), registration and the regular filing of sales tax returns in various states.
Collection of W-9 forms and the annual preparation and distribution of 1099-NEC forms for independent contractors.
Global Workforce
Tax advice and corporate structuring for technology start-ups and early-stage businesses.
Tax advice and corporate structuring for technology start-ups and early-stage businesses
Comparative analysis and registration of the most suitable legal structure (C-Corp, S-Corp, LLC).
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If you have a question about U.S. Tax Compliance, Cross-border tax, need advice on tax-efficient structuring of your U.S. operations or would like to understand succession planning implications, contact us and we will help.