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Services

  • Tax planning and compliance
  • Income tax preparation: Federal, all states, and Canada, including fiduciary, corporate, partnership, and individual tax return planning and preparation
  • Canadian cross-border personal taxation
  • All prior year income tax returns
  • FIRPTA US Real Property withholding tax liability
  • FBAR (Reports of Foreign Bank and Financial Accounts)
  • Estate, trust, and gift planning, accounting, and advice
  • After death tax planning – final personal, estate, and trust tax returns
  • Divorce tax and finance planning
  • Compiled and reviewed audited financial statement preparation
  • IRS Acceptance Agent – facilitation of US tax ID issuance