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Cross-border tax services, from one firm with nine US offices.
Preparation, compliance, planning and estates. The same team handles both returns, so the credits reconcile and nothing falls between two advisers.
Both returns, one engagement, no gap in the middle.
Almost every cross-border problem we are asked to correct was created in the space between two advisers who each did their own half correctly.
You upload once, covering both countries, and we work out what is missing.
The credit claimed on one return is traced to the tax actually paid on the other.
Not a queue, and the same person next year.
Agreed in writing before any work starts.
What we do
Four service families. Most clients need two of them, and almost nobody needs all four.
Preparation and compliance
- US federal and state returns
- Canadian federal and provincial returns
- Foreign account and asset reporting
- Treaty positions and elections
- Amended and late filings
- ITIN applications
Planning
- Pre move and pre departure modelling
- Residency and day count strategy
- Equity compensation timing
- Retirement account coordination
- Entity and compensation structure
- Multi year projections
Estates and business
- Cross-border estate and gift planning
- Executor and administration support
- Corporate returns both sides
- Permanent establishment reviews
- Payroll registration and withholding
- Sales tax, GST and HST
Compliance is the floor. Planning is where the money is.
Almost every cross-border firm sells preparation, because it is the visible product. A return is due, someone prepares it, you pay a fee. It is necessary work and it has to be right.
It is also, by definition, retrospective. By the time a return is being prepared, every decision that determined the number has already been made. The move happened. The property sold. The options vested. The account was opened in the wrong place three years ago.
The largest sums we save clients are almost never saved on a return. They are saved in the conversation eight months before it.
That is why planning and preparation are scoped and priced separately here. If you only ever buy compliance from us we will do it properly, and we will keep telling you when an earlier conversation would have been worth more.
Cross-border work is not a sideline here. It is what the firm is built around, which is why the same team can hold both sets of rules in view at once.
Who we work with
Three groups, very different problems, very different fee profiles.
People filing in both countries
Americans in Canada, Canadians in the US, dual citizens, green card holders, and anyone whose move left them filing on both sides.
Businesses trading or hiring across the border
Permanent establishment risk, payroll in two systems, entity structure, and the sales tax and GST that follow remote sales.
Estates, gifts and inheritance
Cross-border estates where the two systems tax death completely differently, and the planning that stops that difference becoming a bill.
Where we are
Nine offices across the United States, with the practice running remotely across every state and province.
Bellingham
Washington
Everett
Washington
Portland
Oregon
Austin
Texas
Rockville
Maryland
Philadelphia
Pennsylvania
Hainesport
New Jersey
Harvard
Massachusetts
Miami
Florida
Common questions about our services
This is general guidance rather than advice on your situation.
Do you handle both countries, or just the US side?
Both, on the same engagement. That is the point of the firm. A US return prepared without sight of the Canadian one, or the reverse, is where most of the double charges we correct originate.
Can I use you for planning only?
Yes. Planning engagements are scoped and quoted separately, and plenty of people use us for a one off modelling exercise around a move or a sale while keeping their existing preparer.
What does a cross-border tax accountant do differently?
The mechanics of each return are ordinary. The skill is in the interaction: which credits are claimed where, which elections are made in which order, and which positions have to be filed rather than assumed.
Do I need to be near one of your offices?
No. The practice is remote by default, with video calls and an encrypted portal. The offices exist for people who would rather sit down with someone.
Start with your situation
If one of these describes you, that page will be more specific than this one.
Tell us the situation and we will scope it properly.
Twenty minutes, no charge, and a written fixed quote afterwards.
Book a call