At Crossing Borders Tax Advisory, we offer a comprehensive suite of services to help you navigate the complexities of cross-border tax residency transition and tax obligations that arise from it. Whether you’re moving to or from Canada or the US, our expert team is dedicated to ensuring a smooth, compliant change while minimizing your tax burden and securing your financial future. Filing cross border returns is overwhelming and complex. If you’ve made or feel you have made errors or missed filings, we’re here to help you get back on track.
- After your one-on-one consultation, we'll deliver to you a plan that will help you identify the key tax issues and opportunities that arise when you depart. Be well-prepared, minimize your tax burden and avoid unexpected surprises in your year of departure.
- We’ll assess your personal financial situation and outline the key tax issues and opportunities that come with arriving in a new tax home. We will prepare you for your new tax environment, helping you make informed decisions from day one.
- We review your unique situation, using the latest tax legislation to estimate the tax costs of your relocation. This service provides clarity and peace of mind, helping you plan effectively for the financial impact when you eventually file your tax returns. Only thinking about moving? Let us show you what that looks like tax wise for not only your year of departure or entry but in the subsequent years to come.
- Our team ensures all required forms, elections, and disclosures are accurately prepared and filed on time. This service guarantees that your move is smooth and fully compliant with all tax regulations, leaving you free to focus on your new chapter
- In conducting a thorough review of your previous tax returns and current status in both Canada and the US, we’ll identify any errors, deficiencies, or missed opportunities and present you with a clear plan to address and resolve your tax delinquencies.