A U.S. and cross-border tax boutique.

We help U.S. expatriates, Canadian residents and international businesses understanding and complying with their U.S. Federal, state and local tax obligations.

We also offer our cross-border tax expertise to U.S. and other non-Canadian residents and businesses having Canadian Federal and provincial tax obligations.

We work directly with individuals and businesses but also assist other tax professionals, financial advisors and their clients.

We work remotely: it is the nature of our industry. Our clientele is from British Columbia, Alberta, beyond the Canadian Rockies and throughout the United States.

OUR FIRST ADVICE: KEEP YOUR TAX SIMPLE.

Areas of Practice: from Advisory to Compliance.

Individual, partnership, corporate, estate and trust tax advisory and compliance for any taxpayer subject to the U.S. Federal and state/local tax systems, including:

U.S. expatriates living in Canada;
U.S. residents with previous ties to Canada;
U.S. beneficiaries of a Canadian estate;
Canadian residents working, studying or investing in the United States; and,
Canadian and Canadian-owned U.S. entities engaged in a business in the United States.

Canadian tax advisory and compliance from an international perspective, including:

Taxation and residency determination; and,
U.S. residents owning Canadian real estate or working in Canada.