Get expert tax and accounting help!
Call (866) 681-2140
Call (866) 681-2140
Worried about paying twice? Returns still unfinished? Conflicting advice? Get both sides of your US–Canada taxes reviewed together.
Your move, income, accounts and any missing returns.
Agree the returns, supporting forms and cost before we begin.
Our US and Canadian specialists prepare and cross-check the file.
Over 3000★★★★★Reviews
US Form 1040 and Canadian T1 preparation, with applicable state and provincial requirements considered. Your income and taxes paid are reviewed across both returns.
Personal cross-border taxTax paid in both countriesReconcile eligible US and Canadian foreign tax credits, income categories and tax-payment records. We review the relief available before either return is finalized.
Foreign tax credit helpA move across the borderYour move date, residential ties and continuing income set the starting point. Review reporting periods, departure schedules and the facts behind your filing position.
Canada–US filing supportOverseas accounts and assetsForeign account and asset reporting has its own rules. Establish whether FBAR, Form 8938 or Canadian T1135 applies, and which supporting forms belong in your engagement.
International reportingRetirement and savingsA Canadian account’s local tax treatment does not settle its US treatment. Review contributions, withdrawals and reporting before making a cross-border decision.
Cross-border planningStocks, funds and compensationBrokerage activity, stock options, RSUs and foreign funds can affect both returns. We work through income, cost basis, exchange rates and potential PFIC reporting.
PFIC and investment reportingProperty on either sideKeep rental summaries, gains, withholding and relevant non-resident requirements connected with your personal returns. Tell us before a purchase, sale or change of use.
Cross-border property taxOwners and companiesIdentify self-employment income and foreign ownership reporting at intake. Canadian T2 returns, corporate filings and valuation work are scoped and quoted separately.
Canadian business taxUnfiled returns or disclosuresReview the years outstanding on either side. We prepare prior-year returns and assess whether a streamlined US route fits your circumstances before a submission.
Catch-up filing supportTell us where you live, when you moved and what is outstanding. We’ll identify the US and Canadian work and explain what the quote includes.
Your US return and Canadian return share income, payment records and timing decisions. Our specialists work on both sides of the file, so those connections are checked before filing. You review the drafts and authorize each return before submission.
The work is not finished when each return balances on its own. We check how the income, taxes paid and reporting positions connect across the two countries.
Prepares the federal and applicable state returns, classifies Canadian-source income for US reporting and reviews foreign credits, FBAR and Form 8938 within the agreed scope.
US international taxThe Canadian sidePrepares the T1 and included schedules, reviews Canadian and foreign income, and handles T1135 or departure reporting when these are part of the engagement.
Canadian tax servicesThe shared figuresCompares the prepared returns, exchange-rate treatment, tax paid and withholding. Open questions are resolved before the file moves to your approval and payment instructions.
Discuss your filing workYour approvalReview drafts of every return before filing. We explain balances, the proposed filing sequence and the records used, so corrected documents and notices can be traced back to the file.
Get a filing quoteCross-border files vary. Your quote should identify the returns, supporting schedules and records needed, rather than leave you guessing after preparation starts.
We confirm the personal returns, states or provinces and supporting forms included. Corporate returns, business valuations, advisory projects and missed years are identified and quoted separately where needed.
Discuss what your file needsThe number of returns, income categories, foreign accounts, departure work and condition of the records all affect the work. We explain the scope and fee before preparation begins.
Request your filing quoteStart with prior returns, W-2 and T4 slips, your move date and account records. We flag missing information before preparation begins.
Review the move-date facts, residency conclusion, income sources and account types. Confirm the engagement and separate business work.
Prepare the US and Canadian returns and included schedules. Reconcile tax credits, withholding and the treaty position relevant to your facts.
You review the drafts and approve filing. We explain the sequence and payments, with support for notices, corrected documents and next year’s file.
A move is only part of the story. The accounts you keep, income you continue to receive and assets you sell can all affect the US and Canadian file.
You do not need to settle every form before contacting us. Start with your situation and the years involved. We will tell you which records are relevant, what is missing and how to share documents securely.
Our team brings the US and Canadian work into one coordinated process. The specialist preparing each side knows which figures the other return relies on, and the final review checks those connections.
Remote consultations are available across the US and Canada. Bring last year’s returns and the date of your move to the first conversation. If planning decisions are still open, we can scope that advice before return preparation.
Preparation, planning and foreign reporting may need different work. Explore the relevant service or ask us to confirm what your file requires.
Tell us where you live, when you moved and which returns are outstanding. Our US and Canadian specialists will identify the work and explain the fee before preparation begins.
Tax information on this page is general and is not a substitute for advice based on your circumstances.
