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, where JDM provides personalized tax planning and filing services. Whether you’re a Canadian or U.S. individual, entrepreneur, or business owner we help you navigate the complexities of cross-border taxes, investments, and financial strategy. From asset management to employment considerations, our team is dedicated to maximizing your returns and simplifying your cross-border financial life.
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 reflects factors such as the complexity of your situation, your objectives and time required to accomplish your goal.
During our discovery call and initial assessment, we’ll gain a clear understanding of your needs, allowing us to provide a custom quote.
As a boutique, independent firm and as a small business ourselves, we are committed to making expert cross-border tax advice accessible to other small and medium-sized businesses.