Personal & family tax
Global income filing and investment tax planning.
Cross-border tax
Every cross-border decision, handled with care.
A former PwC tax partner. 32 years of cross-border tax for high-net-worth families and global enterprises.
Former PwC tax partner; previously at KPMG, EY, Deloitte and BDO.Chartered Professional Accountant (BC) U.S. CPA (NY & GA)
The full spectrum of cross-border tax, overseen by one partner-level expert.
From personal filing to M&A structuring, complex cross-border questions get a complete answer here.
Cross-border corporate & M&A
U.S./Canada corporate tax, cross-border financing, M&A due diligence, and structuring for international acquisitions and disposals.
Immigration & residency
Residency analysis, offshore trusts and foreign asset disclosure.
Trusts & estate
Family trusts and estate freeze: lock the tax, not the wealth.
U.S. tax filing
1040 / 1120 / 1065, state and local tax, foreign tax credits.
Audit & controversy
Representation before the CRA and IRS: audits, controversy, litigation.
Complex cross-border tax deserves the right hands.
Reviewed by a former PwC partner
Every filing is reviewed and signed off by a partner-level CPA — no junior handoffs, no layers.
One team, both sides of the border
Canada and the U.S. handled under one plan — treaty, FBAR and PFIC considered together.
Fixed fee, agreed upfront
A written scope and fixed fee before work starts — no hourly surprises, no hidden charges.
Every position cited, compliance first
Each conclusion traces to a statute or case; sustained compliance over high-risk schemes.
Find your situation.
Select the scenario that fits you best to see how we address your specific cross-border tax questions.
U.S. persons living in Canada
Dual filing: 1040 + T1
A U.S. citizen or green card holder in Canada must file with both the IRS and the CRA every year.
- Coordinated 1040 + T1 strategy
- TFSA / RRSP treatment for IRS purposes
- FBAR / FATCA foreign account disclosure
Immigration tax planning
Asset and entity decisions made before you land can meaningfully reduce your tax cost for years to come.
- Pre-arrival asset valuation and structuring
- First-year Canadian resident filing (T1)
- T1135 foreign asset annual reporting
Structure · Investment · Compliance
Operating or investing on both sides of the border without aligned structure creates double tax exposure.
- U.S./Canada corporate structure design
- Form 5471 / T1134 controlled foreign entity reporting
- Cross-border real estate acquisition and disposition
Audit response & voluntary disclosure
A tax agency letter demands prompt action — the earlier you act, the more options you have.
- CRA / IRS audit representation
- Voluntary Disclosure Program (VDP / OVDP)
- Multi-year unfiled return catch-up
32年
of cross-border experience
5
international firms served
3
jurisdictions: Canada / U.S. / China
250+
multinational clients served
Upload receipts. Track your file in real time.
A secure portal replaces emailing sensitive documents. Documents are pre-processed automatically; a CPA reviews every key step.
Secure encrypted upload
Documents and status in one place
CPA sign-off at key steps
The latest cross-border developments, explained as they happen.
每日税讯
Newcomer Filing Basics: T1135, FBAR and FATCA for Chinese-Speaking Immigrants
Learn T1135, FBAR, and FATCA filing basics for Chinese-speaking immigrants in Canada and the US. Avoid penalties with our cross-border tax guide.
Read more
每日税讯
Canadians Moving to the U.S.: TFSA, RRSP, FHSA and FBAR Traps to Sort Out Before You Go
Avoid costly tax surprises when moving from Canada to the US. Learn how TFSA, RRSP, FHSA, and FBAR rules change and what to do before you go.
每日税讯
Canada Consults on Draft Legislation for Previously Announced Tax Measures
Finance Canada releases draft legislation for previously announced tax measures. Learn how these proposals may affect your cross-border tax planning.
From official sources · cited · not tax advice
Let's talk about your cross-border tax.
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