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Canada – US

Cross Border Tax

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Understanding Canada – US tax

Personal Clients - Canadians in US

The IRS imposes significant penalties on failure to file or late-filed foreign reporting and treaty claim benefit forms, usually US$10,000 per failure.  It is important that your return is complete when filed.

We are here to help you understand and navigate the complex Canada – US cross border tax system so that you are able to achieve favorable tax results and ensure your tax compliance in both jurisdictions.

Cross border tax consultation

We will work as your tax advisor at every stage of your life to guide you including the following:

  • Initial return planning when becoming resident
  • Final return planning at expatriation
  • Analysis of treaty benefits and exposures
  • Cross border real estate investment planning
  • Choice of investment vehicles
  • Sale of your home
  • Gift and estate tax planning

Cross border tax return preparation

Working closely with your Canadian accountants, we will prepare all your US income tax and informational returns:

  • US federal and state returns
  • US gift and estate returns
  • US trust returns
  • US treaty benefit forms
  • US foreign reporting forms
  • US foreign tax credit calculations
  • US Streamlined Procedures returns
  • US Offshore Voluntary Disclosure Program returns

2016 US personal return extended due date is October 16, 2017

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Adanac Cross Border Tax Ltd.

Call (778) 987-6TAX (6829)

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