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US & Canada cross-border filing

Filing in both countries, handled by one team.

Two firms, two timelines, and nobody owning the overlap. That is how cross-border filers end up double-taxed or late. We file both sides, so nothing sits between them.

We actually answer. Typical reply in under 15 minutes during business hours.
Both sides, one file Fixed fee agreed before work starts A tax consultant reviews every return CFA-led advisory
Book a 20-min cross-border consult

Email us a line about your situation and two times that suit you. We reply to confirm a slot.

Typical reply under 15 minutes
Email us to book

Who this is for

If any of these is you, you have a cross-border file.

  • You are a US citizen or green card holder living in Canada, and you still owe a US return.
  • You are a Canadian resident earning US income, from employment, rental property, or a US entity.
  • You moved across the border this year, in either direction, and you have a part-year position on both sides.
  • You run a corporation on one side and sell into the other.
  • You hold accounts or property abroad and you are not certain whether FBAR or T1135 applies.
  • You filed one side and skipped the other, and you want it cleaned up.

Recognise yourself in one of these? Book the consult and we will tell you exactly what you are on the hook for, before you commit to anything.

What you get

What a cross-border engagement covers

Included

  • Personal and corporate returns prepared and filed on both sides
  • Treaty position analysis under the Canada and United States tax treaty
  • Foreign tax credit work, so the same dollar is not taxed twice
  • FBAR (FinCEN 114) and T1135 reporting where they apply
  • Part-year and residency-change positions
  • One named person who owns the file end to end
  • A tax consultant review before anything is filed
  • CFA-led advisory
  • Sign-off by a licensed practitioner of record

What changes a fee

Your fee is scoped and agreed in writing before we start. It moves for one reason only: the work moves. These are the things that change it.

  • Additional entities or additional filing years
  • Rental or business schedules on either side
  • A residency determination that needs a formal position
  • Prior-year cleanup or amended returns
  • A partner or spouse filing added to the engagement

Anything that changes the fee is agreed with you before the work happens. Never after.

Fixed fees

How cross-border filing is priced here

Every fee is fixed, quoted on the consult, and confirmed in writing before any work starts.

Cross-Border US-Canada Tax

Personal and corporate returns filed on both sides, treaty positions, FBAR, T1135, foreign tax credits.

from $1,050 CAD

  • Personal and corporate on both sides
  • Treaty and foreign-tax-credit optimization
  • A tax consultant reviews before filing
  • CFA-led advisory
Book a consult
Starting fees in CAD, before HST, while our fee schedule is finalised. Your fixed fee is confirmed in writing before any work starts.

How it works

Three steps. No phone tag.

01

Book a consult

Email us a line about your situation and two times that suit you. No form to nowhere, no waiting on a callback that never comes.

02

Get a fixed quote

We map both sides of your situation, tell you what applies, and confirm your fee up front. The number you see is the number you pay.

03

A named human files it

One person owns your file end to end, a tax consultant reviews it, and a licensed practitioner of record signs off on both sides.

2-minute check

Do FBAR or T1135 apply to you?

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

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?

Real, named people

Who touches a cross-border file

One named person owns this work. You will know their name before you send us a document.

Muzzammil Iqbal
Principal
CFA Program, all three levels cleared
Owns your file from intake to filing.

Our guarantee

The quoted price is the price.

Two promises we put in writing, because "surprise invoice" and "still waiting to hear back" are why you left your last firm.

No surprise invoices

The fee we quote is the fee you pay. Scope changes are agreed before any extra work begins, never billed after the fact.

Same-business-day reply, or we make it right

Reach out during business hours and you hear back the same day. If we drop the ball, we make it right.

Questions

Cross-border questions we get every week

I already filed in one country. Can you handle just the other side?
Yes, and it is a common starting point. We review what was filed, make sure the second filing lines up with it, and flag anything on the first return that will cause a mismatch. If the two need to be coordinated differently, we tell you before we start.
Will I be taxed twice on the same income?
The Canada and United States tax treaty and the foreign tax credit rules exist to prevent that, and applying them correctly is most of the work on a cross-border file. We take the position that fits your facts and document it. What that means for your specific numbers is exactly what the consult establishes.
I have not filed the US side in years. What now?
Back-year filing is regular work here. We establish how many years are open, what needs to be prepared, and what it will cost, before you commit. What a tax authority does with a late filing is their call, not ours, so we will not promise you an outcome. We will tell you plainly what your options are.
Who reviews and signs my return?
A tax consultant reviews every return before filing, and returns are reviewed and signed off by a licensed practitioner of record. The full detail is on our credential disclosure page.
How fast will you actually reply?
Typical reply is under 15 minutes during business hours, and we commit to a same-business-day reply. Reach us outside business hours and your message is captured and picked up first thing. Nothing falls through.
My situation is complicated. How is my fee set?
The consult is where we scope your actual situation and confirm a fixed fee in writing. You will know the number before you agree to anything, not after.
20-minute consult, not billed

Book the consult. Get a real answer.

Twenty minutes, both sides mapped, and a fixed fee in writing. Bring last year's returns if you have them.

Typical reply under 15 minutes during business hours
A tax consultant reviews every return
CFA-led advisory
Signed off by a licensed practitioner of record
US & Canada, one team