🌎
Fully Virtual
Work with us from anywhere in Canada or the United States
⚖️
Dual-licensed CPA
Licensed in both British Columbia, Canada and California, USA
📍
100+ Cities Served
Serving clients across Canada and the U.S. year-round
Your Cross-Border
CPA Partner
Specialized cross-border tax advising.
Clarity. Structure. Peace of mind.
CANADA–U.S. TAX ADVISORS
Trusted by:
- Canadians living in the US
- American citizens in Canada
- Dual-citizen families
- Canadian founders expanding to the U.S.
- Cross-border businesses
Dual Licensed CPA
- Charted Professional Accountant (BC)
- Certified Public Accountant (California)
- Licensed Public Accountant (Ontario)
Virtual advising
- 100+ cities served
- Year round availability
A Rare Combination of
Canadian & U.S. Expertise
About McHugh cross-border tax
Working with McHugh Cross Border Tax means more than seasonal tax support; you gain a trusted advisor who is available year-round to help you plan strategically, answer your questions, and simplify the complexities of cross-border finances.
As a dual-licensed, cross-border CPA, James has built a niche in cross-border taxation. His experience spans personal tax planning, business structuring, cross-border strategies, and more. He helps clients optimize their tax positions, comply with regulations in both countries, and make informed financial decisions.
'It is our mission to provide all of your tax and accounting needs under one virtual roof'
James McHugh, CPA (BC), CPA (California)
Founder of McHugh Cross-Border Tax
Comprehensive Cross-Border Tax Services
What we do
We cover every dimension of your Canada–U.S. tax and accounting needs - from personal filings to complex corporate structures.
Individual Tax Planning
Navigating dual tax obligations with precision, from residency determinations to minimizing double taxation
-
US & Canadian domestic tax planning & strategy
-
Tax residency & immigration analysis
-
US ITIN and tax ID applications
-
Cross-border estate planning
-
Pre-move cross-border tax planning
Tax Preparation & Compliance
Accurate preparation of all return types - individuals, corporations, partnerships, and trusts in both countries.
- T1 & Form 1040 personal return
- Foreign asset reporting
- T2 & Form 1120 corporate returns
- Partnership & trust tax preparation
-
Complex cross-border structures
Business & Corporate Tax
Structuring, expanding, and operating cross-border businesses - from incorporation to ongoing compliance and filing.
-
Cross-border entity structuring
-
Foreign subsidiary establishment
-
US & Canadian operations compliance
-
Transfer pricing agreement review
Business Advisory Services
Ongoing financial management and operational support to keep your business accurate, organized, and decision-ready.
-
Financial record maintenance & reconciliations
-
Payroll setup and administration
-
Remote employee & contractor management
-
Reporting and internal financial oversight
Cross-Border Real Estate
Expert guidance on real estate transactions that cross the border - whether buying, selling, or renting.
-
Sale/rental of US property by Canadians
-
Canadian real estate for non-residents
-
Certificates of Compliance
-
Foreign tax credit optimization
-
Cross-border investment accounting
Assurance Services
Compilation, review, and audit engagements for businesses that require third-party financial assurance.
-
Compilation engagements
-
Review engagements (Ontario only)
-
Audit services (Ontario only)
-
Financial statement preparation
WHAT WE DO
How WE work
Our Process
A straightforward four-step process designed to make cross-border tax simple, even when it isn't.
04
ADVISORY
Tax planning doesn't stop at filing. We're available year-round to answer questions, plan ahead, and adapt to your changing needs. Our availability provides year round peace of mind.
03
IMPLEMENTATION
We collect your information, prepare your filings and keep you informed every step of the way. Everything is handled securely online, giving your finances clarity and structure
02
ENGAGEMENT
We assess your needs and provide a custom quote. Pricing reflects complexity, objectives and time required. We aim to be transparent and fair.
01
CONSULTATION
We start with a conversation to understand your goals, situation and cross-border exposure. No obligations, just clarity.
how we work
Built for Cross-Border Lives & Businesses
Whether you live, work, invest, or operate on both sides of the Canada–U.S. border, we have the expertise to help.
Canadians with U.S. Ties
Snowbirds, dual citizens, Canadians with US investment accounts, rental properties, or employment income south of the border.
Cross-Border Businesses
Canadian companies expanding into the US, US companies entering Canada, and businesses with remote employees or contractors across the border.
Who We Serve
U.S. Citizens in Canada
US citizens and green card holders residing in Canada who must file with both the IRS and CRA - a uniquely complex situation we navigate daily.
Entrepreneurs & Investors
Business owners structuring cross-border entities, investors managing real estate or portfolios in both countries, and founders navigating cross-border compensation.
WHO WE SERVE
The People Behind the Practice
OUR TEAM
Each team member brings unique knowledge that has been curated to meet the needs of cross-border clients.
James McHugh
Founder — CPA (BC) · CPA (Cal)
James is a dual-licensed cross-border CPA, holding his CPA designation in British Columbia and California. He has built his practice entirely around cross-border taxation, helping individuals and businesses optimize their tax positions across both countries. James also lives the cross-border life himself — he owns homes in Kelowna, BC and Orange County, California, giving him firsthand experience with the residency, property, and personal tax issues his clients navigate every day.
Trevor Hoyland
Principal — Audit Lead, CPA (ON)
Trevor is a Chartered Professional Accountant and Licensed Public Accountant in Ontario. Drawing on managerial experience at a global accounting firm, he brings extensive expertise in audits and assurance across a broad range of businesses.
Trevor is a Chartered Professional Accountant and Licensed Public Accountant in Ontario. Drawing on managerial experience at a global accounting firm, he brings extensive expertise in audits and assurance across a broad range of businesses.
Principal — Audit Lead, CPA (ON)
Trevor Hoyland
our team
Tell us about your cross-border tax needs and we'll get back to you promptly.
EMAIL
james@mchughcrossbordertax.com
CANADIAN OFFICE
1628 Dickson Ave, Unit 100, Kelowna BC, V1Y 9X1
250-681-0472
Our typical response time is 1–2 business days.
USA OFFICE
15090 Kensington Park Drive, Ste 430, #1033, Tustin California, 92782
949–740–6380
Credentials
Charted Professional Accountant (BC)
Certified Public Accountant (California)
Licensed Public Accountant (Ontario)
GET IN TOUCH
Let's Discuss Your Situation
GET IN TOUCH