Cross-Border U.S. Tax Preparation
Navigating U.S. tax obligations while living in Canada can be complex—but we make it simple. We specialize in preparing both U.S. resident (1040) and non-resident (1040NR) returns for Canadians with U.S. tax filing requirements.
Services Include:
U.S. 1040 & 1040NR tax return preparation
State tax filings for U.S. persons or non-residents
U.S. expatriation tax returns
Coordination with your Canadian return for consistency
U.S. tax advice for cross-border RRSP/RESP/TFSA and mutual fund reporting
Advisory for U.S. persons with Canadian private corporations (PFIC, GILTI, Subpart F)
Voluntary Disclosures & Amnesty Programs
Falling behind on U.S. tax obligations? We help you catch up with confidence. Whether you’re filing late or correcting past returns, we guide you through programs designed to reduce penalties and restore compliance.
Programs & Services:
Streamlined Filing Compliance Procedures (Domestic & Offshore)
Relief Procedures for Certain Former Citizens
Canadian Voluntary Disclosure Program (CRA)
Expatriation tax filings for relinquishing U.S. citizenship
Delinquent FBAR and international form submissions (DIIRSPs & DFSPs)
Annual Information Reporting & Compliance
U.S. persons in Canada often face additional filing requirements beyond just tax returns. We ensure you stay compliant with annual information returns required by the IRS and the U.S. Treasury.
Services Include:
Annual FBAR (FinCEN 114) filings for foreign accounts
Form 5471 for ownership in foreign corporations
T1135 filings for Canadian foreign income verification
Modern Solutions in Accounting, Tax and beyond
Led by Alex Ataman