US & Canada cross-border consulting & tax planning.

We focus on providing comprehensive tax solutions that align with our client’s goals. We are specialists in this intricate area of tax planning, and maintain the most up-to-date resource in all areas of cross-border tax preparation, planning and compliance.

We strive for the highest degree of integrity and quality in our work. We have developed an effective system of gathering information from our clients, with an efficient approach that ensures we capture all the critical pieces of your financial picture.

Our team is efficient and effective, providing valuable services to our clients. If you are unsure or feel any doubts that you are currently not receiving the best tax results you can, we can do an assessment for you.

  • Real Estate Investment
    • Investment in US real estate
    • Canadian non-resident investment in Canadian real estate
  • US and Canadian cross-border estate and gift planning
  • Assistance in US citizenship renunciation, expatriation consulting and compliance
  • US tax planning for ownership or beneficial interests of non-US corporations, trusts and partnerships
  • US tax advice on ownership structures in the US
  • US tax planning in the event of marital separation
  • Residency
    • US tax planning for “Snowbirds” or future “Snowbirds”
    • Relocation and immigration planning to Canada from the US or to the US from Canada
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