US Tax Preparation

US tax laws can be daunting, but our experts simplify them for you, no matter your residency status. We stay current with regulations, ensuring accurate and compliant filings.

Who It’s For

US citizens residing in Canada with US obligations, individual moving to the US or Canada, and businesses operating across borders.

Our Approach

Initial Consultation

Discuss your unique cross-border situation and goals.

Compliance Review

Ensure your past filings and records meet FBAR and FATCA requirements.

Tax Optimization & Filing

Identify and claim available credits, exemptions, and deductions.

Ongoing Compliance & Advisory

Provide guidance to maintain compliance and minimize future tax exposure.

Benefits

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Cross-Border Expertise: Benefit from advisors skilled in US/Canada Cross Border tax compliance.

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Tailored Solutions: Strategies are customized to your specific residency and financial goals.

Book a consultation and ensure your US tax obligations are met efficiently.

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ABOUT US

A boutique accounting and financial planning firm located in Ancaster, Ontario. Large enough to serve both small businesses and enterprise clients, but small enough to respond promptly to your individual needs.

BUSINESS HOURS

Monday  8am - 4pm
Tuesday  8am - 4pm
Wednesday  8am - 4pm
Thursday  8am - 4pm
Friday   8am - 4pm
Saturday Closed
Sunday  Closed