Canada–US Cross-Border Tax
Connect the Canadian and U.S. sides of your tax picture.
Cross-border income, ownership, work, and assets can create questions in both countries. We review the facts and define which Canadian and U.S. tax work belongs in scope.
Discuss your needsAll tax servicesWho this is for
Start with your situation
We review your facts and confirm the relevant returns and reporting obligations before work begins.
- Canadians with U.S. income, investments, or business activity
- People moving between Canada and the United States
- Companies with owners, operations, or transactions in both countries
Potential scope
What the engagement may cover
Services and deliverables are confirmed in writing for each engagement.
- Review residency, income sources, ownership, and prior filings
- Identify relevant filing and information-reporting questions
- Coordinate the sequence of Canadian and U.S. tax work
- Flag questions that require specialist legal or tax advice
Before we begin
Questions we clarify first
Your answers help us identify the right work and avoid assuming that one filing fits every case.
- Where did you live and work during the year?
- Which entities, assets, and income sources cross the border?
- What returns or notices have you received in either country?
Discuss your tax situation
Send us a summary of the entities or people involved, the countries, and the filing question or deadline.
Contact our team