Moving from one country to another can be assisted with forward thinking and a plan. We are specialist in this intricate area of tax planning and maintain up-to-date knowledge in all areas of cross-border tax preparation, planning and compliance.

The following are areas we have expertise in advising clients in:

Investments in US and/or Canadian real estate
Assistance in US citizenship renunciation, expatriation consulting and compliance
US tax planning for ownership or beneficial interests of non-US corporations, trusts and partnerships
US tax advice on ownership structures in the US
US tax planning in the event of marital separation
Residency status for either US or Canadian tax filing
Tax planning for current or future "snowbirds"
Relocation and immigration planning between Canada and US

Our office offers the following compliance services:

US and Canadian personal income tax returns related forms
US FBAR & Form 8938 foreign disclosure assessment and preparation
US Form 8854 expatriation assessment and preparation
Assistance in meeting US and Canadian foreign asset reporting and disclosure requirements
Canadian Certificate of Compliance applications for the disposition of taxable Canadian property by non-Canadian residents