SERVICES
Canada & U.S. tax services
Specialists in RSU and stock reporting for people moving to or from Canada — plus personal, corporate and cross-border tax, bookkeeping and business registration, in our Surrey office or online.
01
Canadian personal tax
T1 returns for individuals and families, prepared with any U.S. income or accounts in view.
T1 personal returns
Employment, investment and pension income.
Self-employment income
Sole proprietors, contractors and gig work.
Rental property income
Canadian and U.S. rental properties.
Foreign income
U.S. wages, pensions and investment income.
02
U.S. tax returns
U.S. filings for citizens, green-card holders and non-residents with U.S. income.
Form 1040
U.S. citizens and green-card holders living in Canada.
Form 1040-NR
Canadians with U.S. rental or business income.
State returns
Where U.S. state filing applies.
Catch-up filing
Getting current after years of not filing.
03
Cross-border planning
Coordinating both tax systems so you aren't taxed twice on the same income.
Canada–U.S. tax treaty
Treaty positions and elections.
Foreign tax credits
Claiming credit for tax paid to the other country.
Retirement accounts
RRSP, TFSA, 401(k) and IRA across the border.
Snowbird planning
U.S. day counts and the closer-connection statement.
04
Corporate & business
Corporate tax, bookkeeping and business registration for small businesses and their owners.
T2 corporate returns
Annual returns for Canadian corporations.
Financial statements
Compiled year-end statements for your business.
Bookkeeping
Clean records through the year.
GST/HST returns
Sales tax filings on schedule.
Payroll
Payroll and year-end slips for your employees.
Business registration
Setting up your sole proprietorship or corporation.
05
Foreign reporting
The disclosure forms both governments expect for accounts and assets abroad.
FBAR (FinCEN 114)
Reporting Canadian bank and investment accounts.
Form 8938
Specified foreign financial assets.
T1135
Canada's foreign property disclosure.
Missed-year filings
Catching up on forms you didn't know about.
06
Moving between countries
Our specialty: reporting RSUs and stock compensation when you move to or from Canada — and getting the year of your move right on both sides.
Newcomer returns
Your first Canadian return after arriving.
RSUs & stock options
Vesting, sales and sourcing when you move to or from Canada.
Departure returns
Leaving Canada, including departure tax.
Dual-status U.S. returns
For the year you become or stop being a U.S. resident.