For nurses commuting to Michigan, remote employees on a US payroll, TN/H1B movers, and US citizens in Canada with FBAR reporting.
1040 / 1040NR
US federal returns prepared with care and reviewed before filing
For Canadian residents with US income, foreign property to disclose on the T1135, and anyone with ties on both sides of the border.
T1 / T1135
Foreign property reporting reviewed with your return
One life, two tax systems. We file for both.
Cross-border US and Canadian tax returns, prepared together by a practice that has been solving tax problems since 1992, so the foreign tax credit and treaty rules work the way they should.
Who we work with
Built around cross-border work and filing
Every situation below starts the same way: income, residency, or a move that touches both the US and Canada at once.
How it works
Three steps, from documents to two filed returns
Tell us about your situation
Start with a short summary. Once we have agreed on scope, send your documents electronically (W-2, T4, 1099, T5) through the route we give you.
We map your residency and credits
We determine which country taxes you first, work out the foreign tax credit, and flag anything that needs FBAR or T1135 reporting.
You review, we file
You get both returns to review in plain language before anything is submitted to the IRS or CRA.
Foreign tax credits
How credits can reduce double taxation
Why the credit is worked out from both returns, not from a percentage of income.
The short version
If you live in Canada and earn income in the US, both countries may tax it. Canada generally allows a foreign tax credit for eligible US tax paid on that income, which can reduce the Canadian tax on it.
The credit is limited. It generally can't exceed the Canadian tax on that foreign income, and the rules differ by type of income, so the result depends on the actual figures on both returns.
Credentials
Experience on both sides of the border
In tax practice since 1992
Canadian taxation from the start, US taxation since 2010, and today a focus on expatriate, nonresident, and cross-border returns. Experience that has also been taught to other US tax practitioners.
CPA (Canada)
Chartered accounting standing for the Canadian side of your return, from T1 filings to corporate structures.
FBAR & FATCA Compliance
We review applicable foreign-account reporting requirements, such as FBAR, Form 8938 and T1135, alongside your returns.
From clients
What crossing the line looks like, done right
“Serge provided extraordinarily accurate, thoughtful, and caring services in complex U.S. tax matters. He is a credit to his profession. I recommend him most highly.”