Tax Services (U.S.)

We prepare Canadian and U.S. tax returns for all Canadian and U.S. citizens. Cross-border taxation services include tax preparation and tax compliance for clients living, working, investing, transitioning residency and/or conducting business in the U.S. and Canada.

We provide complex cross-border investment management, tax, estate and financial planning services.

Services we provide include:

  • Tax planning
  • Tax preparation
  • Financial planning
  • Cross border investment management
  • Estate planning