I will provide personal cross border tax preparation, filing

No, I work with both residents and non-residents of the US and Canada. I specialize in cross-border tax issues and can help you navigate tax requirements whether you live in one country, both, or are planning a move.

You’ll need to provide identification, proof of residency, income statements (such as W-2s, T4s, 1099s), self-employment income records, investment income details, and any documentation on foreign income or credits. For a full list specific to your case, I’ll guide you in our initial consultation.

Yes, I analyze tax treaty benefits, credits, and deductions applicable to your unique situation to help you legally reduce or optimize tax liabilities in both countries.

Absolutely. I’ll help ensure that you meet all reporting requirements, such as the FBAR for the US or foreign income declarations in Canada, to avoid penalties and stay compliant.

Generally, filing requirements depend on your residency, income sources, and treaty benefits. I’ll evaluate your situation during our initial review to confirm whether dual filing is necessary and what’s required.

Yes, self-employment in a cross-border context has unique tax considerations. I offer specialized advice on deductions, credits, and compliance for self-employed individuals working across US and Canadian borders.

The timeline depends on the complexity of your situation and the documentation provided. Typically, returns are completed within 1 week after all necessary documents are received, but I’ll keep you updated every step of the way.