Federal & State Taxes

At Stateside Tax Solutions, we specialize in guiding people through the complexities of U.S. tax filings. Whether you temporarily work in the U.S., own rental properties across the border or are a U.S. Expat living in Canada, we are here to help.

U.S. Federal & State Personal Income Tax Preparation

All U.S. citizens are required to file a federal income tax return every year if their income is above the minimum filing threshold established by the IRS. This rule applies to all citizens, no matter where in the world they live or where their income originates. The United States taxes its citizens based on citizenship, not location, which means the filing obligation continues even when living abroad.

As a result, U.S. citizens residing in Canada are still responsible for submitting a U.S. federal tax return if their income reaches or surpasses the applicable threshold set for their filing status. This remains true even when all of their earnings come solely from Canadian sources and they are fully compliant with Canadian tax requirements. Paying Canadian taxes does not remove the requirement to report income to the IRS. If your income meets the filing minimum, you must still file a U.S. return and claim any relevant credits, exclusions, or deductions that help prevent double taxation.

Our Latest Videos

What is the W8-BEN form and why its important?

What is the W8-BEN form? This video will tell you when you need to use it when filing your taxes in the United States.

Tax Traps for US citizens living in Canada: TFSA

Tax Free Savings Accounts are not actually “Tax-free” for American citizens living in Canada.

Do I need to file a return if I live outside of USA?

This is our most asked question! Who needs to file a U.S. Tax return?

Renouncing Citizenship?

Stephanie Stickler, CPA, MBA, speaks to the tax requirements involved with renouncing US citizenship.

Stephanie was very helpful in assisting clients with navigating US tax obligations. Stephanie provided exceptional service and walked the clients through every step of the process!

Andrew Lattimore

CPA, CA, LPA Withey Addison LLP

I have been working with Stephanie Stickler and Stateside Solutions since I moved to Canada in 2011. One downside of being a dual citizen living in Canada is the requirement to file U.S. taxes each year. Stephanie and her team have a streamlined process for this, and they send timely reminders each year. She is available if/when I have any questions in completing the filing, or for any other tax questions I may have. I have found her to be professional, responsive, knowledgeable and thorough in all that she does for me.

Monica Klingenberg

Sales Representative, Chestnut Park Real Estate

As a Canadian tax practitioner who also assists individuals with personal tax returns, working with Stephanie and her team to assist our clients in situations where U.S. tax compliance is required has been smooth and efficient. Stephanie and her team’s knowledge of U.S. tax reporting has been beneficial to many of our clients who must navigate both U.S. and Canadian tax reporting systems.

Joshua Quesnelle

CPA MANAGER, TAX MNP

I’ve coordinated with Stephanie and her team for many years, and their work on US tax filings has always been accurate and professional. Our firm has had great success integrating the US tax returns prepared by Stateside Tax Solutions with the Canadian tax returns of our mutual clients (and vice versa). It’s great to have an experienced US tax team that are also members of our local community! Keep up the great work!

Ben Bryden

CPA, CA – Tax Partner, Wilkinson & Company LLP

We understand U.S. tax compliance.

We provide personalized support to minimize your tax liabilities and maximize your financial benefits as you navigate the unique tax regulations between the two countries.