Fix a filing problem
Identify the years, records and response deadlines that need review.
Cross-border tax and accounting resources
Plain-English guides and practical tools for the filings, financial records and decisions that come with operating, investing or living across borders.
Start with the problem you need solved
Canada-US business support, with dedicated compliance guidance for foreign-owned US entities worldwide.
Operate across borders
Understand which structure or documentation question needs a two-country review.
Get the books current
Define the missing periods and records before agreeing the cleanup scope.
Start with your situation
Cross-Border Tax Help Center
New guides for taxpayers, employees, investors and families navigating the United States, Canada and India. Choose the situation first, then the form or filing question.
Find the right cross-border guide
Move, remote work, foreign investments, gifts, entities, property or missed filings.
Indian mutual funds and PFIC
Form 8621 and foreign-account records for US taxpayers.
Foreign gifts and trusts
Form 3520, Form 3520-A and source-document review.
Foreign entities
Forms 5471, 8865 and 8858 for ownership and control.
Moving to or leaving the US
Dual-status, nonresident spouse and Form 8854 reviews.
India-based US-startup employees
Direct hires, EORs, contractors, RSUs and stock options.
EB-5 tax and financial records
Source-of-funds organization and US tax-readiness support.
More direct guides: foreign trusts, foreign partnerships, foreign branches, nonresident spouses, employee equity, and leaving US residency.
New clusters: property and rentals, retirement and pensions, Americans abroad, treaty residence, and withholding and payroll.
Start with the service
Cross-border business support
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.
US and cross-border compliance
Filings, structures and foreign accounts
Form 5472 filing service
Reportable-transaction test, pro forma Form 1120, scoped preparation and late-year support.
No-revenue Form 5472 test
Why zero revenue is different from zero reportable transactions.
Late Form 5472 vs IRS notice
How the records, deadlines and response scope change after IRS contact.
Form 1040-NR tax return
US nonresident returns for Canadians and other non-US residents with US income or withholding.
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.
Canada and international planning
Withholding, incentives and owner planning
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.
Accounting and financial readiness
Better books, reporting and transaction preparation
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.
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.
Not sure which rules apply?
Use a free 15-minute fit call to confirm whether the matter fits and what records are needed. Substantive advice begins under a paid diagnostic or signed engagement.
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