Professional Associates

We welcome referrals or collaborative working relationships from professionals who may have clients that require U.S. tax assistance.

We provide expert U.S. tax support for Canadian Professionals who need certainty, clarity, and compliance for their Cross-Border clients.

Canadian CPA Firms

If you’re a Canadian accounting firm with clients facing U.S. tax obligations—whether they are U.S. citizens establishing a life in Canada, Canadians who own or lease property across the border, or individuals earning employment or investment income from the United States—you understand how complex cross-border tax work can be. Your clients seek clarity and confidence from you, and you rely on our expertise to ensure their U.S. filings are accurate, compliant, and managed with care. We’re here to support you and your team every step of the way, so your clients feel protected, informed, and well served.

Financial Advisors

If you’re a professional who helps clients navigate their investments or retirement planning—especially when those clients have any kind of U.S. connection—I know how important it is to have a reliable U.S. tax expert you can trust. Maybe you work with U.S. citizens living in Canada, Canadians who hold U.S. securities, or individuals earning income south of the border. Whatever the situation, you want to feel confident that your clients’ cross-border planning and compliance are handled correctly. That’s why you may be looking for a dedicated U.S. tax partner who understands the nuances and can support both you and your clients every step of the way.

Lawyers

If you’re a lawyer supporting clients with cross-border estate matters, business interests, or personal legal issues involving the United States, you know how crucial it is to have a dependable U.S. tax specialist you can turn to. Whether your clients are U.S. citizens living in Canada, Canadians who own U.S. assets, or individuals earning income across the border, the tax implications can quickly become complex. To ensure you’re giving your clients the strongest possible guidance, you may be looking for a trusted U.S. tax partner who understands the intricacies of cross-border compliance and can work alongside you to protect your clients’ best interests.

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