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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

Page 69 of 89, newest first.

Cross-Border

Cross-Border Tax Accountant in Toronto: Ontario Guide

A Toronto cross-border tax accountant files both countries' returns and handles the Ontario pieces: 2026 rates, probate on a cross-border estate, OHIP and land transfer tax.

Aug 30, 2026
Cross-Border

Cross-Border Tax Accountant in Vancouver: BC Guide

A Vancouver cross-border tax accountant files both countries' returns and handles the BC pieces: 2026 rates, the 20% foreign buyer tax, the vacancy tax and the flipping tax.

Aug 30, 2026
Cross-Border

Cross-Border Tax Accountant: What to Look For Before Hiring

A good cross-border tax accountant files both countries' returns, can represent you before the IRS and CRA, and names your FBAR, T1135 and 5471 needs on the first call.

Aug 30, 2026
Cross-Border

Cross-Border Tax Audit: How the CRA and IRS Share Information

The CRA also receives reciprocal data from the IRS on Canadian-resident accounts held at US financial institutions. Covers treaty provisions, foreign tax.

Aug 30, 2026
Cross-Border

Cross-Border Tax Filing Deadlines: Canada and US, 2026

Canadian returns are due April 30 and US returns April 15, with FBAR automatically extended to October 15. Every 2026 and 2027 cross-border date in one table.

Aug 30, 2026
Cross-Border

How Much Does a Cross-Border Tax Return Cost?

Cross-border returns cost more than domestic ones. Here is what drives the price, what the ranges look like, and what you should ask before hiring.

Aug 30, 2026
Cross-Border

Cross-Border Tuition and Education Credits: Canada-US

Tuition paid at a school in one country can generate a tax benefit in the other country, but the two systems handle education costs differently.

Aug 30, 2026
Cross-Border

Currency Conversion and Exchange Rates on Cross-Border Tax Returns

Which exchange rate to use, when to use it, and where the CRA and IRS disagree. The CRA wants Canadian dollars. Covers treaty provisions, foreign tax.

Aug 30, 2026
Cross-Border

Death and Taxes Cross-Border: What Happens When Someone Dies with Assets in Both Countries

Canada taxes a deemed disposition at death. The US imposes estate tax on worldwide assets (or US-situs assets for non-residents).

Aug 30, 2026
Cross-Border

Deferred Compensation Cross-Border: NQDC, 409A, and the Canadian Mismatch

Nonqualified deferred compensation (NQDC) plans let employees postpone US income tax on compensation until it is paid out, often years later.

Aug 30, 2026
Cross-Border

Digital Nomad Tax: Canada-US Cross-Border Rules for Remote Workers

No digital nomad rule exists in either tax code. Residency decides who taxes your worldwide income, and work location decides who taxes that pay.

Aug 30, 2026
Cross-Border

Disability Benefits Cross-Border: CPP-D, SSDI, and the DTC

CPP disability and US SSDI are taxed under the treaty like social security. The Disability Tax Credit (DTC) is Canada-only.

Aug 30, 2026
Cross-Border

Dissolving a Canadian Corporation After Moving to the US

If you decided to wind up your Canadian corporation after moving to the US, here are the mechanics: the final T2, the deemed dividend.

Aug 30, 2026
Cross-Border

Do I Need Two Wills? Cross-Border Estate Planning for Canada-US

If you own property in both countries, one will can be valid in both, but two wills, each limited to one country's assets and not revoking the other, usually work better.

Aug 30, 2026
Cross-Border

Dual Tax Resident of Canada and the US? How the Treaty Tie-Breaker Works

If both countries claim you as a tax resident, the Canada-US treaty has a tie-breaker. Here is how each test works and what happens when the tie breaks.

Aug 30, 2026
Cross-Border

Employment Insurance (EI) Benefits Cross-Border: Canada-US Tax Treatment

How Canadian EI benefits are taxed when you live in the US, how US unemployment benefits are taxed in Canada, and what the treaty says.

Aug 30, 2026
Cross-Border

Estimated Tax Payments and Instalments: Cross-Border Between Canada and the US

The US uses quarterly estimated payments. Canada uses instalment notices. Here is how both systems work when you file in both countries.

Aug 30, 2026
Cross-Border

FBAR Filing Requirements: Who Has to File and What Counts

You file an FBAR if you're a US person and your foreign accounts together topped $10,000 at any point in the year. Who counts, which Canadian accounts, and the dates.

Aug 30, 2026
Cross-Border

Your First US Tax Return as a Canadian: What to Expect

Your first US tax return as a Canadian immigrant is the most complex return you will file, because it sits at the intersection of Canada's departure.

Aug 30, 2026
Cross-Border

Foreign Earned Income Exclusion (FEIE) for US Expats in Canada

How the foreign earned income exclusion works for Americans living in Canada. It sounds like a gift for Americans in Canada.

Aug 30, 2026
Cross-Border

Foreign Tax Credit Carryforward and Carryback

When Canadian taxes paid exceed the US tax on the same income, the excess foreign tax credit does not disappear. Covers key rules, filing requirements,.

Aug 30, 2026
Cross-Border

Foreign Tax Credit Limitation and Carryover: When You Can't Use All of It This Year

The foreign tax credit (FTC) eliminates double taxation by crediting foreign income taxes paid against the US tax on the same income.

Aug 30, 2026
Cross-Border

Form 1040-NR for Canadians: Who Must File and When It's Due

Canadians file Form 1040-NR for US work, a US business, rental income under the 871(d) election, a US property sale, or a refund of over-withholding. Due June 15 without US wages.

Aug 30, 2026
Cross-Border

Form 1042-S: Getting Back Over-Withheld US Tax as a Canadian

If a US payor withheld 30% on your income when the treaty rate was lower (or zero), you file a US return to get the difference back.

Aug 30, 2026