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When your financial life crosses the Canada–U.S. border, tax compliance gets complicated fast. At Soberman Goldstein, we specialize in helping individuals, businesses and expats navigate dual tax systems with clarity and confidence.
From U.S. citizens living in Canada to Canadian businesses operating across the border, we coordinate filings, optimize structures, and ensure full compliance with both the CRA and IRS.
We don’t just prepare your forms - we plan ahead, protect your interests and help you avoid costly double taxation or reporting errors. With decades of experience in cross-border tax and finance, we help your numbers work together, not against each other.
We start with a deep-dive into your residency status, income sources, investments and business interests. We use this information to clarify which tax rules apply to your situation.
Our team reviews all U.S. and Canadian filing obligations, determines tax filing jurisdiction and identifies where we can reduce risk and avoid overlap.
We prepare your CRA and IRS returns in sync - minimizing double taxation and making full use of foreign tax credits, exemptions and deductions.
Once filed, we provide full documentation and offer long-term cross-border planning support. Whether you’re staying, moving, or expanding, we help you structure with intention.
U.S. citizens living in Canada, Canadians earning income in the U.S., dual residents, cross-border investors, and businesses with operations on both sides.
Yes. We handle both CRA and IRS filings in-house, ensuring they’re coordinated properly and in compliance with the Canada–U.S. tax authorities.
Not if it’s filed correctly. We use tax provisions and foreign tax credits to eliminate or reduce double taxation whenever possible.
We can help. Whether it’s rental income, capital gains, or business revenue, we align your reporting and structure to minimize taxes and ensure you’re compliant in both jurisdictions.
Capital gains may be taxed differently in Canada and the U.S., especially for real estate or investments. We help you coordinate the reporting across both systems to avoid double taxation.
