Services
Cross‑Border Clarity. Professional Guidance. Reliable. Compliance.
US Tax Filing
We support Canadian‑owned and cross‑border businesses with U.S. federal and state tax compliance and advisory needs.
Our services include:
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U.S. corporate tax filings (Form 1120, 1120‑F)
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U.S. partnership tax filings (Form 1065, K‑1 reporting)
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Ongoing compliance for U.S. LLCs and corporations
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Tax support for Canadian companies expanding into the U.S.
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Business setup and initial tax registrations
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Coordination of multi‑state filing obligations
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Ongoing compliance planning and filing support
We help businesses meet U.S. tax obligations accurately while managing cross‑border complexity in a practical and compliant manner.
Canadian Tax Filing
We assist businesses with Canadian corporate, partnership, trust, and individual tax filings and ongoing compliance.
Our services include:
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Canadian corporate income tax filings (T2)
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Trust income tax returns (T3)
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Canadian partnership filings (T5013)
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Individual income tax returns (T1)
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Non-For-Profit/Charity Tax Returns
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Support for Canadian subsidiaries of U.S. businesses
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Indirect tax compliance (GST/HST and provincial sales taxes)
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Cross‑border business activity reporting
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Ongoing compliance and filing support
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Coordination with U.S. tax filings for consistency across jurisdictions
Our focus is on accurate reporting, regulatory alignment, and dependable compliance support.
Cross-Border Advisory
We provide strategic advisory support for individuals and businesses managing cross‑border tax considerations.
Our advisory services include:
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Residency and tax status analysis
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Cross‑border business and ownership structures
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Treaty considerations between Canada and the United States
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Investment‑related tax considerations
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Cross‑border mobility and relocation planning
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Family and personal tax planning with cross‑border implications
Our advisory work is tailored, practical, and grounded in cross‑border compliance realities.
Audit, Review, and Tax Authority Representation
We assist clients in responding to inquiries and reviews from tax authorities in both Canada and the United States.
Our services include:
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Review and response to CRA and IRS notices
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Audit and review support
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Objections and appeal assistance
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Preparation of documentation and supporting schedules
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Liaison support in dealings with tax authorities (within authorized scope)
Our role is to help clients navigate these processes clearly and professionally.