Services

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