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Whether you’re filing a T1, a T2, or a U.S. 1040, our team ensures your returns are filed accurately, on time, and optimized to reduce what you owe.
With dual-jurisdiction expertise, we serve individuals, business owners, investors and expats navigating income, property, or assets across borders.
Our team is proactive, not reactive - identifying deductions, minimizing risk and offering strategic guidance to keep you ahead of compliance.
From personal tax filings to complex cross-border situations, we offer peace of mind and proactive advice.
We handle the complexity so you don’t have to.
We start by learning about your tax situation - whether you’re an individual, business owner, or dual citizen. We’ll ask the right questions to understand what’s required and what’s at stake.
You’ll receive a secure portal to upload relevant forms (e.g., T-slips, income reports, investment docs). Our team reviews everything to ensure nothing is missed.
We complete your return, identify savings opportunities and flag any compliance concerns. You’ll receive a summary to review before submission.
We file directly with the CRA and/or IRS and provide you with confirmation and secure copies. Need support post-filing or audited? We’ve got your back.
No problem. Cross-border income is one of our specialties. We’ll coordinate filings in both countries to avoid double taxation and ensure full compliance with the Canada–U.S. tax authorities.
Yes. We work with Canadian and U.S. corporations on everything from T2 filings and GST/HST returns to financial strategy, payroll and tax planning for owners.
We combine over 40 years of experience with a modern, tech-enabled approach. Clients stay with us because we’re proactive, responsive and deeply familiar with the complexities of Canadian and U.S. tax systems.
We’ll guide you through exactly what’s needed based on your situation, but typically this includes T-slips, income summaries, investment statements, business financials and prior year tax returns.
We recommend booking a consultation as early in the year as possible, especially if your situation involves multiple income streams, corporations, or cross-border filings. Early prep helps avoid delays and opens up more tax-saving opportunities.
