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US & Canada filing, one team

Find the service you need in ten seconds.

Most people land here unsure whether they have a US problem, a Canadian problem, or both. Pick the closest match below. Each page tells you what it covers and what it starts at.

We actually answer. Typical reply in under 15 minutes during business hours.

What we do

Six services. Pick the one that matches your situation.

If two of them look like you, start with cross-border. That page covers both sides in one engagement.

Most common

Cross-Border US and Canada Tax

You file in both countries, or you have just found out you should be. Personal and corporate, treaty positions, foreign tax credits.

See cross-border tax

US Tax

You are a US citizen or green card holder living in Canada, or a Canadian resident earning US income. Includes back-year filing.

See US tax

Canadian Tax

You file a personal T1, or you run an Ontario corporation filing a T2. Mississauga based, filing across Canada.

See Canadian tax

FBAR and T1135 Reporting

You hold accounts or property outside the country you live in, and you are not certain what has to be reported.

See FBAR and T1135

Bookkeeping

Your books are behind and every year-end turns into a scramble. Monthly close, or annual bookkeeping bundled with the return.

See bookkeeping

Virtual CFO and Fractional Advisory

You need finance leadership on your numbers without hiring a full-time CFO. Scoped per engagement.

See Virtual CFO

What we do not do

We do not provide audit or assurance services. Everything else on this page is work we take on directly, reviewed by a tax consultant and signed off by a licensed practitioner of record. Full detail is on our credential disclosure page.

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Fixed fees

You will know the number before you commit to anything

Every service above is scoped on the consult and quoted as a fixed fee in writing. Nothing starts until you have agreed that number. If the work changes later, we agree the change with you first, before it happens.

See what a fee is built from on How Our Fees Work.

2-minute check

Not sure which one you need?

Two questions most cross-border filers get wrong, and the penalties for missing them are steep. Answer these and we will point you to the right service page.

Not sure what you found? Book a consult and we will confirm it properly.
Quick filing check
Indicative only, not tax advice
Q1 Do your non-US financial accounts ever total over $10,000 USD?
Q2 Do you hold non-Canadian property or assets over $100,000 CAD?
A tax consultant reviews every return
CFA-led advisory
Signed off by a licensed practitioner of record
US & Canada, one team
20-minute consult, not billed

Still not sure? Ask us.

Twenty minutes. Tell us your situation and we will tell you which filings apply and what they cost.

Typical reply under 15 minutes during business hours