We help US citizens, expats, Canadian residents with US tax exposure, and cross-border businesses navigate IRS, CRA, FBAR, FATCA, Streamlined Filing, and US-Canada treaty matters.
We specialize exclusively in cross-border tax between the US and Canada — it's all we do, and we do it exceptionally well.
Navigating the intersection of US and Canadian tax law is one of the most complex financial challenges facing expats, dual citizens, and cross-border businesses. Whether you are a US citizen living in Toronto, a Canadian with US investment income, or a business operating on both sides of the border, understanding your obligations is critical.
As specialized US Canada tax advisors, we help hundreds of clients every year simplify their cross-border tax situation, stay fully compliant with the IRS and CRA, and minimize their overall tax burden legally and efficiently.
The United States taxes its citizens on worldwide income regardless of where they live. If you are a US citizen or Green Card holder residing in Canada, you typically must file a US federal return each year alongside your Canadian obligations — and FBAR, FATCA, and treaty-based filings may also apply.
For a detailed breakdown of which forms apply and when, see our guide to US tax filing for US citizens living in Canada.
IRS compliance for expats goes beyond filing a return — it covers bank accounts, retirement plans, investments, and real estate across the border. If you have missed prior years, programs such as the Streamlined Filing Procedures and the Foreign Tax Credit can bring you back into compliance and reduce double taxation. Our specialists walk through these options in detail on the US citizens living in Canada resource page.
The most frequent errors — not filing at all, missing FBAR deadlines, mishandling RRSPs and TFSAs, and failing to elect treaty benefits correctly — can trigger penalties even when no tax is owed. We break down each mistake and how to avoid it on the US expat tax filing in Canada page.
Our approach combines deep knowledge of both US and Canadian tax law with proactive planning. We do not just prepare returns — we build strategies tailored to your unique cross-border situation.
For US citizens living in Canada, we maximize Foreign Tax Credits, identify treaty elections, and structure your filings to minimize total tax across both jurisdictions. For Canadian residents with US exposure, we analyze withholding tax obligations and optimize reporting. For cross-border businesses, we provide entity structuring, transfer pricing guidance, and coordinated multi-jurisdiction filings.
Every client receives a personalized tax strategy — not a cookie-cutter approach. Our goal is to ensure you are fully compliant while paying no more tax than the law requires.
Specialized services designed for individuals and businesses with US and Canada tax obligations.
Complete US federal tax return preparation for US citizens and Green Card holders living in Canada. Includes FBAR, FATCA, Foreign Tax Credits, and treaty elections.
Learn more about expat tax filingStrategic planning to minimize double taxation using the US-Canada Tax Treaty, Foreign Tax Credits, and personalized structures tailored to your financial situation.
Learn more about cross-border planningCorporate tax compliance and structuring for businesses operating across the Canada-US border. Entity optimization, transfer pricing, and coordinated multi-jurisdiction filings.
Learn more about business tax advisoryAnnual filings, FBAR compliance, Streamlined procedures. We ensure you meet all US obligations while residing in Canada.
US filing obligations while residing in Canada
We review your cross-border situation and identify all filing obligations and opportunities.
Upload your documents securely through our encrypted Verifyle portal — safe, simple, organized.
Our team prepares your returns with strategic optimization and thorough cross-border analysis.
Review your completed returns, ask questions, and approve before we file on your behalf.
Year-round access for questions, planning, and proactive cross-border tax advisory as needed.
Don't navigate the complexities of cross-border taxation alone. Our specialists will review your situation, identify opportunities, and build a compliant tax strategy that protects your finances on both sides of the border.
Confidential · Secure · No Obligation
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