U.S. individual tax
U.S. individual tax support across borders.
We help individuals understand and address U.S. filing obligations when life, work, investments, or family circumstances span countries.
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.
- U.S. citizens or residents living in Canada
- Canadians with U.S. income or U.S. filing questions
- Individuals moving between the two countries
Potential scope
What the engagement may cover
Services and deliverables are confirmed in writing for each engagement.
- Individual return preparation and applicable information reporting
- Review of residency, income sources, and prior filings
- Cross-border coordination when Canadian tax facts affect the work
- Identification of documents and deadlines needed for filing
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 were you resident during the tax year?
- What income, accounts, or property do you have in each country?
- Have you filed returns in either country before?
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