Canadian and US Personal Income Tax Services

Preparation of Canadian income tax returns and related forms and schedules for:

• Residents of Canada (for tax purposes)

• Individuals moving to or moving out of Canada

• Individuals travelling frequently to Canada

• Non-residents of Canada with certain types of Canadian-source income (investment, rental, pension, business, employment)

• Non-residents of Canada who sell or transfer their interest in real property located in Canada  

Preparation of US income tax returns and related forms and schedules for:

• US citizens, residents, and green card holders living in the US, Canada, or abroad

• Individuals moving to or moving out of the US

• Individuals travelling frequently to the US

• Students staying in the US temporarily for post-secondary education 

• Nonresident aliens with certain types of US-source income (investment, rental, pension, business, employment)

• Nonresident aliens who sell or transfer their interest in real property located in the US

Consulting with respect to circumstances and transactions that give rise to filing requirements, including:

• Residency for Canadian and US tax purposes 

• Surrendering US green card or renouncing US citizenship

• Canadian and US voluntary disclosure programs