OUR SERVICES
- U.S. PERSONAL TAX COMPLIANCE
- U.S. CORPORATE TAX PREPARATION
- CROSS BORDER PLANNING
U.S. PLANNING AND COMPLIANCE SERVICES
As part of our Business Family Office and Private Client practice, we provide U.S. tax planning and compliance for families and entrepreneurs with meaningful cross-border exposure.
Many of the clients we serve own U.S. businesses, hold U.S. real estate, invest through U.S. entities, or have U.S. citizenship or residency ties. In these situations, U.S. tax is one component of a broader financial, corporate, and estate strategy that must be managed in a coordinated way.
Our work focuses on complex cross-border situations where U.S. and Canadian planning need to align seamlessly.
What this typically includes:
PERSONAL & FAMILY
- U.S. tax compliance and remedial filings
- U.S. estate, trust, and gift reporting
- Planning for U.S. property, investments, and retirement assets
BUSINESS & INVESTMENT
- U.S. entity and corporate filings
- State and federal compliance
- Structuring for Canadian businesses operating or investing in the U.S.
All services are delivered in close coordination with our Canadian tax and advisory teams.
Our U.S. tax services support Family Office and Business Family Office clients with sophisticated cross-border needs. When U.S. tax is part of a larger planning mandate, we are well positioned to provide the integrated, high-touch support required.