Services
The full spectrum of personal, family, business and cross-border tax, overseen by a partner-level expert.
Cross-Border Individuals & Families
Having filing obligations in both Canada and the U.S. means two sets of rules, two sets of forms, and two deadlines — and when they aren't coordinated, the same income can end up taxed on both sides. We handle dual Canada–U.S. returns, the tax treatment of cross-border investment accounts, and the disclosure of foreign assets and accounts, so the two filings line up under one plan rather than being prepared in isolation.
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Newcomers, Immigration & Departure
The moment you become — or stop being — a Canadian tax resident resets your cost base, triggers filing obligations, and changes benefit eligibility, and timing it well or badly can be worth years of difference. Whether it's arranging assets before landing, the first-year return, or the deemed disposition on departure, we help you see the tax consequences clearly before the key date rather than remediate afterward.
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Business & Cross-Border Investment
The tax on a cross-border business often turns less on how much you earn than on how the structure is built — the same profit, run through a mismatched entity or withholding arrangement, can be over-taxed on both sides. We handle Canada–U.S. corporate tax, cross-border holdings and e-commerce sales tax, and the clearance and withholding on non-resident real estate, so the structure aligns both countries' rules before it goes live.
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Tax Disputes & Compliance Remediation
A letter from the tax authority, a missed filing from a past year, or a form you realize hasn't been filed in years — each has a formal route to fix it, and the earlier you act, the more options you usually have. We represent clients in CRA and IRS queries and audits, and work through voluntary disclosure, late filing and penalty relief to put things right by the book, rather than letting them escalate.
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Family Wealth & Estate Planning
The cost of passing on wealth usually turns less on how much you own than on whether it was arranged in advance — Canada has no estate tax, but the "deemed disposition" on death or departure taxes all your accrued gains at once, and cross-border families can also meet U.S. estate tax and Chinese-asset disclosure. We handle family trusts, estate freezes, business succession and income splitting, so the tax consequences of succession are locked in beforehand rather than left to the next generation.
Learn moreNot sure which of these fits your situation?
Cross-border situations rarely fit neatly into one box. Start with a conversation with a partner-level expert to get yours sorted out.
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