Cross-border tax and accounting resources

US-Canada business tax

Entity, filing and owner-reporting support for Canadian founders with US operations.

Bookkeeping and payroll

One monthly accounting process across connected Canadian and US entities.

CFO and transaction readiness

Reporting, forecasting and preparation for lender, investor or buyer review.

Form 5472 for foreign-owned LLCs

Annual filing duties and the automatic $25,000 penalty.

FBAR and FATCA

Foreign accounts, thresholds and late-filing options.

TFSA and PFIC reporting

US treatment of Canadian accounts and investments.

Streamlined catch-up filings

Options for non-willful missed foreign reporting.

Snowbird tax and Form 8840

US day counting and closer-connection filings.

FIRPTA withholding

Selling US real estate as a Canadian resident.

FinCEN BOI filing

Current filing rules for foreign-formed US registrants.

US LLCs for Canadians

Hybrid-entity treatment and double-tax exposure.

E-2 visa tax and accounting

Corporate structure and financial evidence for founders.

Regulation 105 and 102 waivers

Canadian withholding relief and Section 116 clearance.

SR&ED and US R&D credits

Coordinate incentives across employee locations.

LCGE and QSBC readiness

Balance-sheet issues that can put the exemption at risk.

NRI property sale in India

TDS, capital gains and repatriation considerations.

Quality of earnings readiness tool

Assess accounting, EBITDA and diligence gaps.

PE and M&A exit readiness

Sell-side cleanup, consolidation and data-room preparation.

Amazon and e-commerce accounting

Settlement reconciliation, margins and foreign-owned entities.

Dental and DSO accounting

Practice analytics, compensation and cash-flow reporting.

Startup accounting

Monthly bookkeeping and financial reporting for founders.

How we build financial infrastructure

Our approach to connected, validated financial systems.