Cross-Border Tax Planning
The Rainbow Bridge spans the Niagara River and is a border crossing that joins Niagara Falls Ontario Canada to Niagara Falls New York USA.
Navigating Your Tax Needs Across Borders
Welcome to our Cross-Border Financial Hub, your gateway to tailored Cross-Border Tax Planning. Whether you're a Canadian tech start-up eyeing U.S. operations, a U.S. counterpart considering Canadian expansion, or a growing eCommerce business with cross-border sales, our services are crafted to navigate the complexities of cross-border finance. From asset acquisition and sale to addressing employment considerations, we're here to optimize your financial strategy. If you're an online entrepreneur or service-based business embracing a borderless environment, our expert team is dedicated to maximizing your returns. Welcome to a borderless financial experience.
Tax Planning and Compliance
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Implementing domestic tax planning for both the US and Canada.
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Addressing tax obligations for individuals filing in both countries (FBAR, T1135, etc.).
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Tax compliance obligations and tax residency status for both US and Canada
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Assistance in applying for a tax ID number.'
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Evaluating tax implications due to immigration and emigration.
Cross-Border Real Estate Advising
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Sale or rental of U.S. real property by Canadian owners, considering foreign tax credits.
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Services related to the rental or sale of Canadian real estate by non-residents.
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Canadian property disposition, involving Certificates of Compliance and non-resident tax returns.
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Accounting for cross-border investment real estate.
Tax Preparation for Corporations & Individuals
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Individual tax return preparation.
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Corporate tax return preparation.
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Partnership tax preparation for complex cross-border structures.
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Trust tax preparation, addressing the complexities of foreign trusts.
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FBAR and FATCA reporting for U.S. citizens and foreign financial accounts.
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IRS streamlined filing program for taxpayers
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Cross-Border Sales, Operations, and Expansion
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Canadian corporations with sales in the United States.
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US corporations with sales in Canada.
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Managing cross-border hiring of remote employees and contractors.
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Choosing entity structures for cross-border expansion.
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Establishing foreign subsidiaries for operational presence.
Cross-Border Asset Management
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​Accounting for non-Canadian investment portfolios.
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Handling the transfer of retirement assets into Canada.
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U.S. estate/gift tax preparation for residents and non-U.S. citizens.
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Services related to foreign asset reporting on Canadian tax returns.
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Financial Strategies for Cross-Border Entities
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Developing funding strategies (loan vs. equity) for entities operating abroad.
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Managing intercompany charges, including royalties and management fees.
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Facilitating the repatriation of cash and profits between US & Canada subsidiaries.
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Advising on cross-border equity compensation plans.
Custom Quote
Our pricing is influenced by factors such as the complexity of your situation, objectives, identified cash-saving opportunities, and more. Through our discovery call and initial assessment, we'll gain insight into your needs, enabling us to provide a tailored quote.
As a boutique independent CPA firm proudly holding licenses in both countries, we are dedicated to providing expert cross-border advice, enhancing the accessibility of cross-border tax planning for small to medium sized businesses.