Simplify Your Cross-Border Personal Tax Journey.

The Canadian and US tax rules are complicated enough. Dealing with your cross-border tax specialist does not have to be. I’m with you from start to finish.

How I Can Help

Primarily for US Citizens Living in Canada:

  • Includes foreign asset reporting.

  • Foreign tax credit calculations to minimize double taxation.

CDN and US Personal Tax

  • Guidance on compliance requirements.

  • Assistance in navigating cross-border tax challenges.

Consulting

  • CRA: Voluntary Disclosure Program.

  • IRS: Streamlined Foreign Offshore Program.

CDN Relief & US Amnesty Programs

  • Assistance with preparing responses and resolving issues raised by Canada Revenue Agency.

CRA Review Responses

My Commitment

  • Knowledge-Sharing

    Guiding you through the complexities of tax rules.

  • Transparency

    Communication at every step.

  • Collaboration

    Working with you to address your unique tax situation and needs.

  • Care

    Diligent and thorough tax preparation for your peace of mind.

  • Timeliness

    Meeting deadlines to avoid penalties.

View Credentials