Not For Everyone.
Cross-border tax isn’t a generalist’s game. The people we work with can’t afford to guess on residency, treaty positions, or foreign reporting. If you’re here because something doesn’t feel right in your file, you’re probably in the right place.
What We DoAny of this sound familiar?
- Your Canadian accountant and your US accountant have never spoken.
- Nobody will say which country taxes the shares, the rental, or the sale.
- You paid tax twice and were told it comes back eventually.
- A CRA letter about foreign income turned up and your accountant asked you what it meant.
- Something has been missed and nobody will tell you what.
Income in two countries. Tax in two countries. Filed properly, by one firm.
We’re narrow on purpose. Most people who land here aren’t a fit, and we would rather say so now than after you have sent us your documents.
Who
Individuals and the entities underneath them: companies, trusts, holdcos, rentals. We don’t service public companies or private equity groups. Our practice is built for people, not layers of committees.
Where
Canada and the United States. Both sides handled by one firm.
What
It shows up as an athlete earning across six states, a family with a company on one side and a trust on the other, someone selling a vacation property, an executive with US compensation, a dual filer, someone moving in or out of Canada. Different people, same problem.
How we work
You send the whole file, including the parts you would rather not. You let us work out what is actually wrong before we start fixing it. You want the problem gone, not an opinion about it. We’re not here to diagnose in the abstract, we’re here to fix what’s broken.
Fees
Fixed and quoted before any work starts. Cross-border engagements begin at $3,500. We don’t do hourly billing, “quick questions,” or discount returns.
Ready to Get Started?
Book your 30-minute Meet ‘N Greet. We’ll review your file, and if we’re a fit, we’ll send you a scope and quote.
Book Your Meet 'N GreetStill Have Questions?
We’ve answered the most common questions about our services, pricing, and process here.
Read Our FAQ's