Read the answer before you book the call.
Plain explanations of the filings cross-border people get caught by, a two-question filing check, and the questions we are asked every week. Start with whichever matches your situation.
Guides
Start with the question you actually have
Each guide is written for someone working out what applies to them. None of it is advice on your own situation. The consult is where that happens.
Do I need to file FBAR or T1135?
Two questions, thirty seconds. An indicative answer on the two foreign reporting filings people miss most.
Run the filing checkFBAR and T1135, explained
What each filing is, who it applies to, what the thresholds are, and what happens when one is missed.
Read the guideFiling US taxes from Canada
Why US citizens and green card holders file every year wherever they live, and how open back years get handled.
Read the guideFiling in both countries
How one engagement handles both returns, the treaty positions and the foreign tax credits that connect them.
Read the guideSetting up a company in the US or Canada
What to decide before you incorporate, and how the entity you choose shows up at tax time on both sides.
Read the guideHow a fixed fee is set
What a fee is built from, what changes it, and where each service starts.
See how fees workWho we serve
Guides by situation
Individuals and expats. Americans in Canada, Canadians in the US, and the year you move between them.
Small business and corporations. Incorporated owners with activity on both sides of the border.
E-commerce sellers. Canadian sellers whose US sales start creating US obligations.
Read enough? Ask a person.
Twenty minutes. Tell us your situation and we will tell you which filings apply and what they cost.