Cross Border Tax Planning Packages
Our exclusive tax planning packages offer Canadians many different options for their cross border needs. Our tax team will assist you in implementing and developing an efficient cross border strategy to ensure all your financial needs are handled correctly. Search our packages below, if you need help with a different issue not covered here, please reach out to us to discuss your needs.
Contact us for all your cross border tax planning needs...
Our Cross Border Tax Packages for Canadians
SNOWBIRD TAX PACKAGE
For Canadians Living a Cross Border Lifestyle
Packages starting at $750
If you are a Canadian snowbird who lives in the U.S. for the winter months each year, there are a number of tax issues that can arise. Our team will manage your cross border tax plan to ensure you have everything in order. This package includes some of, but not limited to the following:
Full analysis on US Tax Residency
Analysis on options available to avoid US tax residency
Closer Connection analysis, determination and filing
US Tax Return Preparation & Filings
Canadian Tax Return Preparation & Filings
FREE 1 Year Discount Travel Membership
FIRPTA TAX PACKAGE
For Canadians Selling a U.S. Real Estate Property
Packages starting at $1,000
The disposition of a U.S. real property interest by a foreign person is subject to the Foreign Investment in Real Property Tax Act. Our cross border tax team will help you establish a tax plan to mange the sale of your U.S. property. This package includes some of, but not limited to the following:
ITIN Application Preparation & Filing
US Tax Planning & Return Preparation
Canadian Tax Planning & Return Preparation
Withholding Certificate Filing
Preferred Currency Exchange Rates
FREE 1 Year Discount Travel Membership
U.S. TRANSITION PACKAGE
For Canadians Moving to the United States
Packages starting at $750
Moving to the United States is not as simple as packing your bags and moving. It requires a significant amount of tax and immigration planning. Our team will help you exit Canada and transfer your financial assets to the United States. This package includes some of, but not limited to the following:
Canadian Exit Strategies & Planning
Preparation & Filing of final Canadian Tax Return(s)
US Tax Planning & Strategies
US Tax Return Preparation
Transfer Assets at Preferred Exchange Rates
FREE 1 Year Discount Travel Membership
Our Cross Border Tax Packages for Business
U.S. BUSINESS STARTUP PACKAGE
For Canadians Starting a Business in the United States
Packages starting at $1,500
Our cross border tax team will provide full U.S. business startup planning services including establishing your business plan, entity selection, business setup, and implementing a full service cross border tax planning strategy. This package includes some of, but not limited to the following:
U.S. Business Plan Preparation
U.S. Entity Selection & Tax Advantage Analysis
Canadian Tax Planning based on U.S. Operations
U.S. Tax Planning to coincide with Canadian Operations
U.S. and Canada Tax Return Preparation
Preferred Currency Exchange Rates
U.S. BUSINESS VISA TAX PACKAGE
For Canadians Starting a Business and Moving to the U.S.
Packages starting at $1,500
Our cross border tax team will provide full U.S. business planning services to help you acquire a U.S. investment Visa to allow you to live and work in the United States. This package includes some of, but not limited to the following:
U.S. Business Plan Preparation
E2 or EB-5 Business Visa Investment Analysis
U.S. Entity Selection & Tax Advantage Analysis
Canadian Tax Planning based on U.S. Operations
U.S. Tax Planning to coincide with Canadian Operations
U.S. and Canada Tax Return Preparation
Preferred Currency Exchange Rates