OUR SERVICES
- U.S. PERSONAL TAX COMPLIANCE
- U.S. CORPORATE TAX PREPARATION
- CROSS BORDER PLANNING
U.S. PLANNING AND COMPLIANCE SERVICES
Our U.S. tax team is a group of dynamic, proactive professionals who are passionate about providing the highest level of client service and technical expertise. The U.S. tax landscape is exceptionally complex and has the most comprehensive and aggressive tax penalties of any tax regime in the world. The IRS does not accept ignorance of U.S. tax laws as an excuse for non-compliance, and the rules in the Internal Revenue Code are structured to encourage complete and accurate reporting. Our team understands the challenges faced by Americans living in Canada and Canadians doing business in the U.S. and, through careful planning, will help you successfully conquer the tax code. As we learn about you, we will strategically manage your corporate and personal tax needs, help you navigate the complexity of the tax rules and ease the burden of handling the IRS on your own. We deliver the professionalism you expect and the attention to detail your tax issues deserve.
U.S. PERSONAL TAX COMPLIANCE
• Preparation of U.S. Form 1040 resident and 1040NR non- resident tax returns
• Preparation and Submission of catch-up tax filings under the IRS amnesty programs
• Preparation of exemption certificates for entertainers
• Recovery of US withholding tax on gambling tax winnings
• Preparation of US foreign trust returns, Form 3520 and 3520 A for Canadian TFSAs and RESPs
• Preparation of US estate and gift tax returns for US and non US decedents
PERSONAL TAX PLANNING
• Planning for US estate tax using irrevocable Canadian trusts
• Advice on purchasing or selling US vacation property
• Preparation of withholding certificates in connection with sale of US property
• Stock Option election planning
• Assessment of retirement options with 401(k) and IRA
CORPORATE TAX COMPLIANCE
• Application for US Employer Identification numbers (EIN)
• Preparation of Form 1120 F, U.S. Treaty based protective tax returns and branch tax returns
• Preparation of U.S. corporate tax returns, Form 1120 including consolidated returns
• Preparation of State income tax returns including unitary and combined state tax filings
CORPORATE TAX PLANNING
• Advice on properly structuring expansion into the U.S. market
• Check the box tax planning for international tax planning
• Structuring with hybrid instruments
• Subpart F and Controlled Foreign Corporations planning
• Passive Foreign Investment Company planning