Filing personal taxes in both Canada and US is increasingly becoming complex. I can help make this process easier for you.

US Tax Returns:

• US citizens living in Canada.

Canadian Tax Returns:

• Residents of Canada who are US citizens or own assets/earn income in the US.

• Individuals becoming Canadian residents.

• Individuals ceasing to be Canadian residents.

• Non-residents owning rental property in Canada.

• Non-residents earning Canadian-source income (e.g. employment, self-employment, pension).

Proactive planning can make a significant difference in your tax outcomes.

I provide consulting advice on:

• Minimizing double taxation between Canada and US

• Canadian and US foreign income and asset reporting requirements

• Canadian tax implications of holding certain US investments and assets

• US tax implications of holding certain Canadian investments and assets

• Tax consequences of entering or leaving Canada

• Cross-border personal tax planning and estimates

If you are a late filer, it is not too late for you to start complying. The earlier you can catch up, the less headache it will be for you down the road when you inevitably will have a taxable event such as new earnings to report, sale of an asset, changing tax residency, etc.

CRA’s Voluntary Disclosure Program gives penalty relief to delinquent Canadian taxpayers provided certain criteria are met. Please contact me for more details.

IRS’s Streamlined Foreign Offshore Program gives penalty relief to delinquent US taxpayers living abroad provided certain criteria are met. Please contact me for more details.

It is common practice by CRA to review certain items reported on tax returns, most commonly foreign tax credits. Because of e-filing, CRA wants to make sure that items reported on tax returns have proper supporting documentation.

It can be very scary for a taxpayer to receive such letters. I can respond for you with the information you provide to me and the documentation I retain in your file.