Services

Canada–U.S. Cross Border Tax

Cross-border tax isn’t hard because the forms are long — it’s hard because the rules interact. 

If you have filing obligations or assets across Canada and the U.S., you need a plan that is coordinated, documented, and defensible. 

Canada–U.S. cross-border tax — structured support for complex rules. 

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Common situations we help with

  • Canadians working in the U.S. or earning U.S.-source income
  • Americans living in Canada with ongoing U.S. filing obligations
  • Canadian owners doing business in the U.S. (or holding U.S. assets)
  • Cross-border real estate ownership or sale
  • Information reporting and foreign asset disclosure considerations
  • Coordination questions: “Do I file in both countries?” and “How do I avoid double taxation?”

 

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Our approach

Phase 1 — Diagnostic & scoping 

We confirm your residency/tax posture, identify filing obligations, and map what needs to be filed and why. 

 

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Our approach

Phase 2 — Execution (scoped) 

We prepare and coordinate filings and required disclosures, and document the approach.

Where specialist U.S. filings or legal advice are required, we coordinate with your U.S. tax professional and legal counsel so the strategy stays aligned. 

Cross-border files take time to do properly. We accept a limited number each season. 

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