U.S. Tax
We offer the following U.S. compliance and tax advisory services:
- U.S. Tax Compliance Obligations and Tax Residency Status
- Effect of Immigration/Emigration, the Surrender of a Green Card or Renouncing U.S. Citizenship
- U.S. federal and state tax compliance – tax returns, disclosure forms and FinCEN Form 114 (FBAR)
- Applying for a U.S. tax ID number
Canadian Tax
We offer the following Canadian compliance and tax advisory services:
- Canadian Tax Compliance Obligations and Tax Residency Status
- Effect of Immigration/Emigration
- Applying for a Canadian tax ID number
- Canadian income tax return and disclosure form preparation
- Services related to foreign (non-Canadian) asset reporting on Canadian tax returns
- Services related to the rental or sale of Canadian real estate by non-residents
- Foreign taxpayers doing business in Canada
- Canadian payroll services
- Transfer of retirement assets into Canada
- Estate planning for individuals with cross-border assets or beneficiaries
- Accounting for non-Canadian investment portfolios and rental properties