US–Canada Cross-Border Tax Services

Cross-border tax between the United States and Canada is rarely straightforward. Differences in residency rules, reporting obligations, and tax systems mean that even individuals with simple finances can face unexpected compliance issues, penalties, or double taxation.

We provide specialized US–Canada cross-border tax services for individuals and businesses with financial ties on both sides of the border—delivered by CPAs who work in this space every day.

Our cross-border tax services are designed for:

U.S. citizens living in Canada
Including Americans who have moved to Canada for work, family, or lifestyle reasons and now face ongoing U.S. filing obligations alongside Canadian tax residency.

Canadian residents with U.S. tax exposure
Such as Canadians with U.S. citizenship, green card status, U.S. income, or U.S.-based investments who need coordinated compliance.

Individuals moving between Canada and the U.S.
Whether you are arriving, departing, or transitioning residency, we help manage tax exposure before and after the move.

Cross-border businesses and self-employed individuals
Including Canadian or U.S. businesses with cross-border operations, owners, or reporting requirements.

We focus on compliance-first, coordinated tax filings to ensure accuracy, minimize risk, and avoid unnecessary penalties.

U.S. & Canadian Individual Tax Returns

Preparation and filing of U.S. federal and Canadian personal tax returns, with proper coordination of income, credits, and treaty positions.

Cross-Border Tax Compliance

Ongoing compliance for individuals required to file in both countries, including residency analysis, treaty application, and year-over-year planning.

Business & Entity Filings

Support for cross-border business structures, including required U.S. and Canadian filings for owners, corporations, partnerships, and disregarded entities.

Assistance for individuals who are behind on U.S. tax filings, including Streamlined Foreign Offshore Procedures where appropriate. 

Preparation and review of required disclosures such as FBAR (FinCEN Form 114), Form 8938, and other foreign asset reporting obligations. 

U.S.–Canada cross-border taxation is not just “two tax returns.” It involves:

• Differing residency rules
  
  

• Citizenship-based taxation by the U.S.
  
  

• Complex treaty provisions
  
  

• Foreign account and asset reporting
  
  

• Withholding tax regimes
  
  

• Registered accounts treated differently by each country
  
  

Mistakes are common—and often discovered years later, when correction options are limited.

Our approach is designed to address these issues before they become problems.

CPA-led expertise
All work is handled by qualified CPAs with direct experience in U.S. and Canadian cross-border taxation.

Fixed-fee pricing
You’ll know the cost upfront. No hourly surprises, no open-ended billing.

Fully remote service
We work with clients across Canada, the U.S., and internationally through a secure, virtual process.

Clear communication
Cross-border tax is complex enough. We focus on explaining what matters—clearly and practically.

This page is a good starting point if:

• You are a U.S. citizen living in Canada

• You file (or should file) in both countries

• You have foreign accounts or investments

• You are behind on U.S. filings

• You are planning a move across the border

• You want clarity before making a financial decision

Early advice often prevents years of unnecessary compliance issues.

If you have U.S.–Canada cross-border tax obligations and want clarity on next steps, we’re here to help.

👉 Book a consultation or get in touch using our secure online form.
We’ll review your situation and explain how we can support you—clearly and efficiently.