Canada–US filing support
Discuss personal filings where your life, income or investments cross the border. We confirm the returns and jurisdictions we can support before agreeing the engagement.
Cross-border · Individuals
Life across borders.
A clearer tax conversation.
Personal tax support for people with Canadian and US connections. Tell us about your countries, tax years and income so we can identify the work that fits your situation.
Personal circumstances deserve attention.
Canadian personal returns
T1 preparation and review, including more involved brokerage and investment records. Organize the source records so reporting questions can be addressed consistently.
Investment activity
Support with brokerage reconciliation, adjusted-cost-base records and questions involving trading activity. Treatment is assessed from the facts rather than assumed from a short description.
Foreign accounts and entities
Review foreign-account and foreign-entity reporting questions, including situations involving ownership of a foreign company. Complex positions receive a defined technical scope.
Changes in circumstances
A move, new US income or a change in investments is a useful time to discuss your records and filing history.
A separate personal engagement
You do not need to own a business to contact us. Personal inquiries have their own scope, fees and record-sharing process.
What to bring to the first conversation.
The countries involved, relevant tax years, broad income and investment types, previous filing history and any upcoming deadlines. Leave tax identification numbers and account statements out of the initial inquiry.
Start with a summary. We’ll confirm the work, responsibilities and fees before requesting detailed records through an appropriate sharing process.
Questions you may have.
Can you determine my residency from the inquiry form?
No. Residency and filing obligations need a review of the relevant facts. The first conversation establishes what information and professional work are needed.
Do I need a business name to contact you?
No. Choose Individual on our inquiry form and tell us briefly what you need help with.
How are fees set?
We quote after understanding the countries, tax years, records and complexity involved.
Related support.
A conversation comes first
Let’s talk about your next step.
Tell us what you need, where you operate and the timing. We’ll confirm a practical scope and quote.