Living, working, or doing business on both sides of the border raises questions about where income is taxed and what must be reported. I prepare both your Canadian and US returns, including US federal individual returns (Form 1040 or 1040-NR), and coordinate the two sides so they are consistent. I was the first employee at FarmTogether, a Silicon Valley (US) farmland investment platform, and helped build its accounting, administration, compliance, and operations.
Who it is for
- Canadian residents with US income, investments, or property
- Canadian corporations selling to US customers or setting up a US entity
- US companies starting operations in Canada
- Individuals moving between Canada and the US
What is included
- Canadian personal and corporate returns that include US-source income
- US federal individual income tax returns (Form 1040 for US citizens and residents, Form 1040-NR for non-residents)
- Foreign tax credit review to help avoid paying tax twice on the same income
- Related cross-border reporting, such as Canadian foreign property and foreign affiliate filings, where it applies
- Planning a US expansion from Canada, or a Canadian expansion from the US
- Bookkeeping and reporting for businesses operating in CAD and USD
- One point of contact for both sides, so Canadian and US filings match
How it works
- Book a free 45-minute call. Tell me about your business, your filings, and what you need help with.
- Agree on scope and fees. I confirm the scope, timeline, and fees in an engagement letter before work begins.
- I handle the work. I prepare your filings and keep you updated, and you can reach me directly along the way.
Frequently asked questions
Will I be taxed twice on the same income?
The Canada-US tax treaty and foreign tax credits are designed to reduce double taxation, but the result depends on the type of income and where you are resident. I review your situation and prepare the Canadian and US filings so the credits line up.
Can my Canadian corporation do business in the US?
Yes, but selling into the US, hiring there, or opening a US entity can create US filing obligations as well as Canadian ones. Planning before you start is usually simpler than fixing things later.
Do you prepare US tax returns?
Yes. I prepare US federal individual returns (Form 1040 and 1040-NR) together with your Canadian return, so both sides are consistent.
This page provides general information only and is not tax or legal advice for your situation.