Our Cross-Border Tax Services

US Citizens, Green Card Holders, and Other Residents Living in the US

• US Tax Return Preparation

Reporting worldwide income, foreign tax credit maximization, foreign (non-US) assets disclosure including reports of foreign corporations, trusts, partnerships, and financial accounts.

• Canadian Nonresident Tax Return Preparation

Reporting Canadian business income, Canadian rental income, sale of Canadian property and other Canadian source income.

• Preparation of Canadian Certificate of Compliance

Reporting disposition of taxable Canadian property by a nonresident of Canada.

US Citizens and Green Card Holders Living Abroad

• US Tax Return Preparation

Reporting worldwide income, complex inter-country tax credit computations, foreign tax credit maximization, foreign earned income exclusion, and foreign housing exclusion. Expatriate optimizations between foreign earned income exclusion, foreign housing exclusion/deduction, foreign earned income and housing exclusion, and foreign tax credit. Foreign (non-US) assets disclosure including reports of foreign corporations, trusts, partnerships, and financial accounts.

• Canadian Resident Tax Return Preparation

Reporting worldwide income, foreign tax credit maximization, and foreign (non-Canadian) assets disclosure.

• Communication with Canada Revenue Agency

Amnesty Relief for US Taxpayers with Undisclosed Foreign Assets and Unreported Foreign Income

• Preparation of Amended or Delinquent Tax Returns Including All International Information Returns and FBARs

• Streamlined Filing Compliance Procedures, Delinquent International Information Return Submission Procedures, Delinquent FBAR Submission Procedures, and the new Relief Procedures for Certain Former Citizens

Nonresident Aliens of the US

• Determination of Federal and State Filing Requirements Including Evaluation of Tax Treaty Issues

• US Income Tax Return Preparation

Reporting US business income, US rental income, sale of US real estate, and other US source income (dividends, royalties, etc.).

• Preparation of US Closer Connection Exception Statements

• Obtaining US Tax IDs "Individual Taxpayer Identification Numbers" (ITINs)

IRS Certified Acceptance Agent services to obtain a US Tax ID.

• Preparation of Forms W-8BEN and W-8ECI

To eliminate or reduce income tax withholding on interest, dividends, royalties, and effectively connected income (such as rental income, income from a partnership, etc.).

US Estate Tax Considerations

• US Estate Tax Planning

• Evaluation of Tax Treaty and Community Property Applicability

• US Estate Tax Return Preparation

Reporting US assets of decedents who are not resident aliens of the US.

• Obtaining IRS Transfer Certificates and Estate Tax Closing Letters

FIRPTA Withholding on Sale of US Real Property Interests

• Consultations Regarding Reducing or Eliminating Withholding on Sale

• Preparation of Applications to Eliminate or Reduce FIRPTA Withholding

• Preparation of FIRPTA Tax Withholding Forms

Individuals Immigrating/Emigrating to/from the US or Abandoning Green Card or Relinquishing US Citizenship

• Pre-move Consultation and Planning

• Compliance With US and Canadian Departure Rules

• US and Canadian Departure Tax Returns

• Dual-Status Tax Returns and Dual-Residency Tax Year` Compliance

• Consultations Regarding US Expatriation Tax Implications of Surrendering a US Green Card and/or Renouncing US Citizenship

US and Foreign (Non-US) Entities Owned by Foreigners 

• Determination of Federal and State Filing Requirements, Evaluating Tax Treaty Issues Including Permanent Establishment and Branch Tax Matters

• Structuring US Business Activities or Investments Including Planning for Federal and State Income Tax and State Sales Tax

• Obtaining US Tax IDs "Employer Identification Numbers" (EINs)

• US Income Tax Return Preparation

Preparation of domestic and foreign corporate, partnership, trust, and estate tax returns with special cross-border/international reporting forms.

Foreign (Non-US) Entities Owned by US Persons

• Structuring Foreign Investments

• Consultations Regarding Rules for:

  • Controlled Foreign Corporations
  • Transition Tax Reporting 
  • Global Intangible Low-Taxed Income (GILTI) Reporting including the Section 962 Election 
  • Foreign Partnerships
  • Passive Foreign Investment Companies
  • Foreign Personal Holding Companies
  • Foreign Disregarded Entities

• Determination of US Entity Classification for US Tax Purposes

• Preparation of Tax Returns and Special Reporting Forms for Transactions With Foreign Entities

• Preparation of Forms W-8BEN-E, W-8ECI, and W-8IMY

To eliminate or reduce income tax withholding on interest, dividends, royalties, and effectively connected income (such as rental income, income from a partnership, etc.).

Cross-Border and International Tax Consulting

Cross-Border and International Income Tax Planning

US Estate Tax Planning