SERVICES.

I offer a full range of specialized US and Canada cross-border tax advisory and compliance services for individuals, corporations and other general tax advisers.
If you are an individual, executive or another tax professional or you have any US and Canada cross-border tax questions, I can probably help, or at the very least point you in the right direction. Please feel free to pick up the phone and give me a call. I love to answer questions!

Some of my services include:

US & Canada Cross-Border Tax Preparation, Planning and Compliance

  • General US and Canada cross-border tax planning
  • Relocation and Immigration planning to Canada from the US or vice versa
  • Income tax and stock options planning for US Citizens residing in Canada
  • Client representation with both the US Internal Revenue Service (IRS) & Canada Revenue Agency (CRA)
  • Assistance in meeting foreign asset reporting and disclosure requirements

Services for US Citizens and Green Card Holders

  • Assistance in citizenship renunciation, expatriation consulting and compliance
  • US tax planning for ownership or beneficial interests of non-US corporations, trust and partnerships
  • US tax planning in the event of marital separation
  • Certification applications for the disposition of taxable Canadian property by non-Canadian residents
  • US tax planning for ownership of Canadian business interests

US Tax Filing under the New Streamlined Filing Compliance Procedures

  • Introduced on September 1, 2012
  • Catch up tax returns package for delinquent US citizens and green card holders
  • Eligible for non-resident US taxpayers with low compliance risk
  • IRS will not assert penalties
    US Tax Filing under the Offshore Voluntary Disclosure Initiative (OVDI)

  • Catch up tax returns package for delinquent US citizens and green card holders
  • Liaise between the Internal Revenue Service and the taxpayers on the submission under the OVDI

Services for Canadian Citizens, Residents and Other Non-US Residents

  • US tax advice on the various ownership structures in US real estate investment
  • US tax planning for “Snowbirds” or future “Snowbirds”
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