Cross-Border Tax & Accounting Services That Keep You Compliant on Both Sides

Doing business across borders shouldn’t mean double the stress

Whether you operate in both the U.S. and Canada, live in one and earn in the other, or are expanding globally—we simplify tax and compliance, so you don’t miss a thing
✅ U.S. & Canadian tax filing and coordination
✅ Business structure and residency guidance
✅ Trusted support from a dual-licensed CPA (U.S. & Canada)
Rated 4.9 / 5

Turn Your Financial Chaos Into Strategic Clarity

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Gain a trusted financial partner—without the overhead. Our expert team handles the books, payroll, taxes, and reporting so you can focus on scaling your business with confidence.

Confused About Cross-Border Tax Rules or Reporting Requirements?

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

We’re The Cross-Border Tax Experts That Keep You Compliant—And Strategic

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

Let’s Eliminate Your Financial Uncertainty—Together

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Your time is too valuable to spend buried in spreadsheets. Let our team of experts give you the clarity, compliance, and control you need to grow with confidence.

Cross-Border Accounting & Tax Services You Can Count On

Here’s what you get when you partner with us:

What You’ll Gain by working with us:

Cross-border business is complex—but we make it clear, compliant, and strategic

One CPA for both U.S. and Canadian filings – no more managing two firms or conflicting advice
Confidence in your compliance – we handle FBARs, 8938s, T1135s, and more
Smarter tax planning – we leverage treaty benefits and strategic structures
Business clarity across borders – no surprises, no double taxation
Ongoing support from a dual-licensed expert – not just once a year
Our process

How It Works:

How Our Tax Services Work:

Residency & Business Assessment

We determine filing requirements, reporting thresholds, and tax residency

Compliance Setup & Clean-Up

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

Coordinated Tax Filings

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

Ongoing Advisory & Monitoring

Stay compliant and proactive as your life or business evolves internationally

Trusted by Small Business Owners Who’ve Been Where You Are

From overwhelmed and overworked to confident and in control—hear how our clients transformed their finances and freed up their time with Blue Cloud CPA.

“Blue Cloud CPA took bookkeeping off my plate completely. I finally feel like I can focus on growing the business instead of drowning in spreadsheets.”

Melissa R.

E-commerce Retailer

“Before working with Blue Cloud, tax season was a nightmare. Now it’s just... handled. I don’t even think about it anymore.”

Carla M.

Health & Wellness Clinic

“The CFO insight they gave us paid for itself in the first quarter. We’re finally making decisions based on real numbers, not guesswork.”

Victor D.

Software Startup

“They caught payroll errors my old provider missed—and helped me avoid a major compliance issue. Worth every penny.”

Jamal T.

Construction Contractor

“I used to feel embarrassed about my books. Now I actually feel confident showing investors our financials.”

Sarah B.

Marketing Agency

“Hiring Blue Cloud was the smartest operational move we’ve made. They feel like part of our internal team.”

Andres F.

Manufacturing Company

“They explained everything in plain English and made me feel in control of my finances again. I never got that with my last accountant.”

Naomi K.

Nonprofit Organization

“We’re a small law firm, but they never made us feel like a small client. Responsive, thorough, and incredibly reliable.”

Priya S.

Law Office

“As a solo founder, I needed someone I could trust. Blue Cloud gave me structure, strategy, and peace of mind.”

Darnell W.

Tech Consultant

“Our books were a mess when we started. Within a month, they had us cleaned up and running smooth. I only wish I’d found them sooner.”

Amina Z.

Restaurant Group
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Pricing

Cross-Border Tax Assesment

This is a mandatory first step - every engagement starts here

CFO-Level Advisory

$695
/month

100% tax deductible.

Best for: established companies that want proactive planning, protection, and priority service

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Free tax extension
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Annual business tax return (S-Corp/Partnership/LLC) (Complex)
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1 personal tax return (owner + spouse + dependants)
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1099 preparation (up to 20 forms)
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IRS/state correspondence defense (up to 5 routine notices)
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VIP support - responses typically within 1 business day
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Quarterly estimated tax projections to eliminate surprise tax bills
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Quarterly planning sessions + year-end strategy
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Multi-State Nexus Analysis
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Full IRS/state audit assistance - up to 10 hours included
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Proactive tax-saving implementation - 5 hours of tax advising included
Contact Sales

Basic Tax Compliance

$295
/month

100% tax deductible.

Best for: owners who want reliable compliance and peace of mind

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Free tax extension
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Annual business tax return (S-Corp/Partnership/LLC)
(Standard)
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1 personal tax return (owner + spouse if joint)
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1099 preparation (up to 5 forms)
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IRS/state correspondence defense (up to 1 routine
notice)
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Reliable support — responses typically within 3–5 business days
Contact Sales
US-CANADA CROSS BORDER TAX

Individual Services

Premier

$1,699
/month

100% tax deductible.

Best for: High-volume or complexity clients, needing proactive oversight

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Bookkeeping up to 400 transactions/month
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Reconciliation of up to 6 accounts
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Monthly KPI dashboard + executive commentary
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AR and AP add-ons included (up to 100 items each)
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Priority email & phone support
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Quarterly CFO review & strategy call
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Integration monitoring (1 included)
Request a Call

Essential

$399
/month

100% tax deductible.

Best for: Holding companies, microbusinesses, very light volume

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Bookkeeping up to 50 transactions/month
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Reconciliation of up to 2 accounts
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Quarterly financial reports (P&L,BS)
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Email support
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Annual tax-ready package
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Cross-Border Executive

$2,495

Perfect for: Individuals with investments, rental property, or retirement accounts in both countries

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US Form 1040 (federal return)
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Canadian T1 (1 province)
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FBAR filing
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Form 8938 (FATCA)
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T1135 (Canadian foreign property reporting)
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Investment income (up to 50 transactions)
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1 rental property (reporting in both countries)
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RRSP/401k reporting and optimization
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Form 1116 (Foreign Tax Credit)
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1 US state return
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Treaty position optimization
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Canadian in US Compliance

$1,495

Perfect for: Canadian citizens living and working in the US

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US Form 1040 (resident alien)
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1 US state return
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Canadian T1 (departure or ongoing if ties remain)
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RRSP/TFSA US reporting and treaty election
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FBAR filing (if Canadian accounts remain)
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Form 8938 (FATCA) if required
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Treaty position optimization
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US Expat Compliance

$1,495

Perfect for: US citizens or green card holders living in Canada

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US Form 1040 (federal return)
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Form 2555 (Foreign Earned Income Exclusion)
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Form 1116 (Foreign Tax Credit)
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FBAR filing
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Form 8938 (FATCA) if required
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Canadian T1 (1 province)
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1 US state return (if required)
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Treaty position optimization
Request a Call
US-CANADA CROSS BORDER TAX

Business Services

Premier

$1,699
/month

100% tax deductible.

Best for: High-volume or complexity clients, needing proactive oversight

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Bookkeeping up to 400 transactions/month
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Reconciliation of up to 6 accounts
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Monthly KPI dashboard + executive commentary
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AR and AP add-ons included (up to 100 items each)
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Priority email & phone support
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Quarterly CFO review & strategy call
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Integration monitoring (1 included)
Request a Call

Essential

$399
/month

100% tax deductible.

Best for: Holding companies, microbusinesses, very light volume

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Bookkeeping up to 50 transactions/month
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Reconciliation of up to 2 accounts
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Quarterly financial reports (P&L,BS)
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Email support
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Annual tax-ready package
Start Now

Corporate Compliance

$5,995

Perfect for: Parent-subsidiary structures with significant cross-border operations

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Form 5472 (if applicable)
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US corporate return
(parent or subsidiary)
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Canadian T2 corporate return (parent or subsidiary)
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2 US state returns
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2 Canadian provincial returns
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Owner/executive personal return (1 country)
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Basic transfer pricing documentation
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Dual-Entity Compliance

$3,495

Perfect for: Business owners with entities in both countries

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Form 5472 (if US LLC)
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US business return
(1065, 1120-S, or 1120)
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Canadian T2 corporate
return
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1 US state return
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1 Canadian provincial return
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Owner personal return
(1 country)
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US LLC Compliance

$1,495

Perfect for: Canadian residents with a US LLC

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Form 5472 (foreign-owned LLC)
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US 1040-NR
(non-resident return)
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Canadian T1 (personal with business income)
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1 US state return
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FBAR filing (if required)
Request a Call
US-CANADA CROSS BORDER TAX

Specialty Services

Premier

$1,699
/month

100% tax deductible.

Best for: High-volume or complexity clients, needing proactive oversight

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Bookkeeping up to 400 transactions/month
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Reconciliation of up to 6 accounts
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Monthly KPI dashboard + executive commentary
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AR and AP add-ons included (up to 100 items each)
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Priority email & phone support
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Quarterly CFO review & strategy call
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Integration monitoring (1 included)
Request a Call

Essential

$399
/month

100% tax deductible.

Best for: Holding companies, microbusinesses, very light volume

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Bookkeeping up to 50 transactions/month
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Reconciliation of up to 2 accounts
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Quarterly financial reports (P&L,BS)
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Email support
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Annual tax-ready package
Start Now

Streamlined Catch-up

$2,495

Perfect for: US citizens who haven't filed in years and need to catch up

Complete IRS Streamlined Filing Compliance Procedures submission
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3 years of delinquent US tax returns (Form 1040)
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6 years of delinquent FBARs
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Non-willful certification assistance (Form 14653)
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IRS correspondence support
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Form 1116 (Foreign Tax Credit)
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Form 2555 (Foreign Earned Income Exclusion)
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Form 8938 (FATCA reporting)
Request a Call

Entry / Exit Tax Planning

$1,995

Perfect for: Planning a move between US and Canada

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Pre-move tax analysis
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Deemed disposition calculations
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US expatriation tax considerations
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Treaty residency tie-breaker analysis
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Asset restructuring recommendations
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RRSP / 401k analysis
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Timeline of tax events & filing deadlines
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Written relocation tax roadmap
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Multi-year tax projections
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Snowbirds Annual package

$1,495

Perfect for: Canadians spending 4-6 months in the US every winter

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Annual day tracking analysis
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Substantial presence test calculation
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Tax residency determination
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Treaty tie-breaker analysis
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Form 8840 (Closer Connection)
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US 1040-NR return
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Canadian T1 adjustments
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State tax exposure review
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Year-round email support for tax questions
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Automatic annual renewal
Request a Call

Let’s Get Your Books in Order—So You Can Get Back to Business

Expert Accounting Support for Every Stage of Your Business

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.

Not Sure Where to Start? Let’s Talk.

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.