We prepare personal U.S. tax returns for American citizens and residents living in Canada, helping clients meet their filing obligations while navigating cross-border tax complexities:

• Foreign Earned Income Exclusion (FEIE)

• Foreign Tax Credits

• Reporting of Specified Foreign Financial Assets

• Foreign Bank Account Reports (FBARs)

• Cross-border tax planning and advisory services

We work with incorporated businesses to prepare and file annual T2 corporate income tax returns while identifying opportunities to reduce tax and support long-term business growth.

Our services include:

• Annual T2 corporate tax return preparation and filing

• Corporate tax planning and tax minimization strategies

• Scientific Research & Experimental Development (SR&ED) tax credit claims

• Dividend and shareholder remuneration planning

• Ongoing tax advice for growing businesses

Accurate financial records are the foundation of a successful business. We provide reliable bookkeeping and compliance services that help you meet filing deadlines, keep your business organized, and give you confidence in your financial information. Our flexible packages range in price from $250/month to $2000+/month, depending on your unique needs, and can include services like:

• Bookkeeping and account reconciliations

• Payroll processing and reporting

• GST/HST and other sales tax filings

• Financial reporting and performance monitoring

• Budgeting, forecasting, and business planning support

Whether you’re looking to build a deep understanding of how your business evolves or simply ensure you avoid interest and penalties, our flexible packages are designed to support you every step of the way.

*Catch-up bookkeeping services are available in addition to packages and can be purchased as an add-on.

*Retainers are also available for clients with specific reporting, advisory, or compliance needs, and are billed at a per-hour rate.