If you're trying to navigate taxes or accounting between the U.S. and Canada (or globally), you're not alone. Residency rules, treaty benefits, foreign income reporting—it’s overwhelming without expert guidance. The risks are real, and the rules change often
With deep experience in both U.S. and Canadian tax systems, we help individuals and businesses manage compliance, reduce tax exposure, and structure operations the smart way. No guesswork. No double-taxation surprises
Here’s what you get when you partner with us:
We handle dual filings and coordinate treaty positions to avoid double taxation
We guide you on the best entity setup for tax efficiency in both countries
We help you understand the tax implications of moving, expanding, or operating internationally
We manage all international disclosure forms to keep you compliant and penalty-free
Get clarity on sales tax, payroll tax, and provincial/state-level filings
You get a cross-border expert who understands your business, goals, and evolving obligations
Cross-border business is complex—but we make it clear, compliant, and strategic
How Our Tax Services Work:

We determine filing requirements, reporting thresholds, and tax residency

We review your prior filings, clean up gaps, and prepare current-year compliance

We file U.S. and Canadian tax returns, optimizing for treaty benefits and timing

Stay compliant and proactive as your life or business evolves internationally
This is a mandatory first step - every engagement starts here
100% tax deductible.
Best for: established companies that want proactive planning, protection, and priority service
100% tax deductible.
Best for: growing businesses that need strategy, not just compliance
100% tax deductible.
Best for: owners who want reliable compliance and peace of mind
How it works:
1. You pay $395 for assessment
2. We analyze your situation (1-2 business days)
3. We recommend the right package or build you the right one based on your specific needs
4. Full $395 credit applied to services engaged within 60 days
Result: You know exactly what you need and
what it costs before committing to full service and you do not pay for what you do not need
100% tax deductible.
Best for: High-volume or complexity clients, needing proactive oversight
100% tax deductible.
Best for: Active small business with moderate complexity
100% tax deductible.
Best for: Holding companies, microbusinesses, very light volume
Perfect for: Individuals with investments, rental property, or retirement accounts in both countries
Perfect for: Canadian citizens living and working in the US
Perfect for: US citizens or green card holders living in Canada
100% tax deductible.
Best for: High-volume or complexity clients, needing proactive oversight
100% tax deductible.
Best for: Active small business with moderate complexity
100% tax deductible.
Best for: Holding companies, microbusinesses, very light volume
Perfect for: Parent-subsidiary structures with significant cross-border operations
Perfect for: Business owners with entities in both countries
100% tax deductible.
Best for: High-volume or complexity clients, needing proactive oversight
100% tax deductible.
Best for: Active small business with moderate complexity
100% tax deductible.
Best for: Holding companies, microbusinesses, very light volume
Perfect for: US citizens who haven't filed in years and need to catch up
Perfect for: Canadians spending 4-6 months in the US every winter
From day-to-day bookkeeping to strategic financial leadership, our services are designed to take work off your plate, reduce stress, and help your business grow with confidence.
We handle your monthly bookkeeping and accounting with precision—so your records are clean, your reports are timely, and your financial health is always clear. No more spreadsheet headaches or missed deadlines—just dependable support and audit-ready books.
From forecasting and cash flow planning to fundraising and board prep, our Fractional CFOs help you make smarter decisions with confidence. You’ll gain clarity, control, and a trusted advisor to guide your growth.
We take the complexity out of tax season with proactive planning and strategic filing. Our experts ensure you're fully compliant, never caught off guard, and taking advantage of every credit, deduction, and deferral you qualify for.
Stay compliant and keep your team paid on time—without lifting a finger. We manage onboarding, terminations, tax withholdings, and filings so your payroll is smooth, accurate, and audit-proof.Our payroll specialists cover everything from employee onboarding, termination, and payroll system management.
Whether you need help cleaning up your books, planning for tax season, or making smarter decisions with your numbers—we’re here to guide you.