Two ways to start. A free fit call, or the Diagnostic in writing.
Client login786-952-6621
Guides

Straight answers, written by the CPA who’d file it.

2,121 plain-English guides on cross-border moves, US and Canadian returns, and small-business money. Each one ends in what to do next, and says when a written Diagnostic is the smarter first step.

All Cross-BorderUS TaxCanadian TaxSmall Business & BookkeepingCFO & AdvisoryTax Planning
Cross-Border

Can a Canadian Own a Business in the US? The Tax Side

Yes. A Canadian can own a US corporation, LLC or branch. The vehicle sets your tax: a C corporation usually beats an LLC for a Canadian resident, and owning isn't a work permit.

Oct 24, 2026
Canadian Tax

Canadian Non-Resident Tax Return: Who Files, Which Return

Many non-residents of Canada file no return once Part XIII withholding settles their income. You file for the year you leave, Canadian work, property sales, rent or pensions.

Oct 24, 2026
Cross-Border

Canadian Snowbird Act: What a 240-Day Stay Means for Tax

The Canadian Snowbird Act isn't law. As of October 18, 2026 both bills sit in committee. If passed, they'd allow 240-day stays and override the 183-day tax test.

Oct 24, 2026
Cross-Border

Cross-Border Tax Accountant in Edmonton: Alberta Guide

An Edmonton cross-border tax accountant files both countries' returns and handles the Alberta pieces: 2026 rates, AHCIP when you leave, US rotational work and departure tax.

Oct 24, 2026
Cross-Border

Cross-Border Tax Accountant in Ottawa: Ontario Guide

An Ottawa cross-border tax accountant files both countries' returns and handles the local pieces: federal pensions in the US, Gatineau vs Ottawa residence, OHIP and probate.

Oct 24, 2026
Cross-Border

Cross-Border Tax Compliance Checklist: Canada and US

The yearly Canada-US filing checklist by filer type: US citizens in Canada, Canadians in the US, Canadians with US income, and Canadian corporations, with 2027 due dates.

Oct 24, 2026
Cross-Border

Cross-Border Tax Planning: Canada-US Decisions and Dates

Cross-border tax planning is a short list of decisions with fixed dates: your departure date, the treaty step-up, your US start date and the first-year return choice.

Oct 24, 2026
Canadian Tax

Deemed Non-Resident of Canada: What Section 250(5) Does

You're a deemed non-resident of Canada when Canadian rules keep you resident but a tax treaty makes you resident elsewhere. Non-resident rules and departure tax then apply.

Oct 24, 2026
Canadian Tax

Does Canada Have an Estate Tax? What Applies at Death

No. Canada has no estate tax, but death triggers income tax on the deceased's final return through the deemed disposition and RRSP or RRIF inclusion, plus provincial probate fees.

Oct 24, 2026
Cross-Border

Does Canada Have Social Security? CPP, QPP and OAS

Yes, in two parts: the CPP (QPP in Quebec), paid from work contributions, and OAS, paid on years lived in Canada. How each is taxed when you cross the border, and the treaty rule.

Oct 24, 2026
Cross-Border

FBAR Deadline 2026: April 15, Extended to October 15

The 2025 FBAR was due April 15, 2026, with an automatic extension to October 15, 2026, and the 2026 FBAR is due April 15, 2027. Weekend rules, disaster relief, missed dates.

Oct 24, 2026
Cross-Border

FBAR: How Many Years Back Do You Have to File?

Usually six. Streamlined asks for the last 6 FBAR years and 3 years of returns, and FBAR penalties can generally be assessed for 6 years. What changes it and why.

Oct 24, 2026
Cross-Border

FBAR Lawyer or CPA: Who Should Handle Your Case?

A CPA or enrolled agent usually handles non-willful FBAR catch-ups. Willfulness, criminal risk or an exam that raises willfulness is lawyer territory, partly because of privilege.

Oct 24, 2026
Cross-Border

Florida Income Tax for Canadians: What You Still Owe

Florida has no personal income tax, but Canadians still owe Canada on world income and the IRS on US-source income. Here's what Florida does tax and who pays it.

Oct 24, 2026
Cross-Border

Form 1120-F for a Canadian Corporation: When to File

A Canadian corporation files Form 1120-F for any year it runs a US trade or business, even one the treaty exempts. File on time or lose deductions. Dates and forms here.

Oct 24, 2026
Cross-Border

Form 14653 Line by Line: The SFOP Certification

Form 14653 is the signed certification for Streamlined Foreign Offshore. Every section of the March 2025 form: the tax table, statements, residency, narrative and signatures.

Oct 24, 2026
Cross-Border

Form 3520: What US Persons in Canada Have to Report

Form 3520 reports foreign trusts and large foreign gifts. In Canada that's usually an inheritance over $100,000, or a TFSA or RESP that may be a trust. Who files, when, penalties.

Oct 24, 2026
Canadian Tax

Form NR5: Lower Non-Resident Tax on Canadian Pensions

Form NR5 asks the CRA to cut non-resident tax on your Canadian pension, RRIF or RRSP payments because you'll file a section 217 return. Approval usually covers five tax years.

Oct 24, 2026
Canadian Tax

How to Become a Non-Resident of Canada for Tax

You don't apply to become a non-resident of Canada. You cut your significant ties, settle abroad, and declare it on your departure-year return. NR73 is optional.

Oct 24, 2026
Cross-Border

How to File an FBAR: BSA E-Filing Step by Step

You file the FBAR online through FinCEN's BSA E-Filing System, no account needed. What to gather, which part each Canadian account goes in, spouses, preparers and fixes.

Oct 24, 2026
Cross-Border

How to File Form 8621 for Canadian ETFs and Mutual Funds

File one Form 8621 per Canadian fund, attached to your 1040 by its due date. Who must file, the $25,000 exception, the three PFIC regimes and the election deadlines.

Oct 24, 2026
Canadian Tax

LLC in Canada: What Canada Uses Instead of an LLC

Canada has no LLC. You choose a sole proprietorship, partnership or corporation, or a ULC in Alberta, BC or Nova Scotia. How each is taxed in Canada and the US.

Oct 24, 2026
Canadian Tax

Retirement Compensation Arrangement: Cross-Border Tax

An RCA is employer-funded retirement savings taxed through a 50% refundable tax. Leave for the US and payouts face 25% Part XIII tax; a US citizen faces open 409A questions.

Oct 24, 2026
Canadian Tax

RRSP Withdrawal Withholding Tax: Residents vs Non-Residents

RRSP withholding is 10%, 20% or 30% for Canadian residents (different in Quebec) and 25% for non-residents. For residents it's a prepayment. Here's the final tax on each side.

Oct 24, 2026