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U.S. & Canadian tax

Tax services organized around your filing obligations.

We support corporate and individual tax work in the United States and Canada. Where business or personal circumstances cross the border, we review how the filings connect.

Discuss your needsExplore the four tax areas
Choose your path

Four tax areas, one clear starting point

The right filing approach depends on your residency, entities, income, ownership, and where business is carried on.

01

U.S. corporate tax

Federal and state corporate tax work, entity and ownership review, and cross-border reporting where applicable.

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02

U.S. individual tax

Individual filing and planning support for people with U.S. tax obligations and cross-border income or assets.

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03

Canadian corporate tax

Canadian corporate tax compliance and planning informed by the company’s operations and ownership.

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04

Canadian individual tax

Individual tax support for Canadian residents and people with income, assets, or filing questions across the border.

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Our approach

Start with the facts that drive the return

A coordinated engagement can involve more than preparing one form. We establish the facts and define which filings and reporting obligations are in scope.

  • Identify the taxpayer, entity type, and relevant tax jurisdictions
  • Review income sources, ownership, transactions, and prior filings
  • Confirm the returns and information reporting required for the engagement
  • Document open questions, deadlines, and the materials needed for preparation
Common questions

Answers before you begin

These answers describe our process; the tax treatment of your situation depends on its facts.

Do you handle both U.S. and Canadian filings?

Yes. We offer corporate and individual tax services in both countries. The specific filings included are confirmed in your engagement scope.

Can you help when I have an entity or income in both countries?

We review the relevant entities, ownership, activities, and existing filings first, then identify the work needed on each side.

What should I bring to an initial conversation?

Tell us which countries are involved, the type of taxpayer or entity, recent returns, and the issue or deadline you are facing.

Start with a clear tax scope

Share the countries, entities, and tax questions involved. We’ll help determine the next step.

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