Our firm offers a wide range of taxation and business advisory services to our individual and corporate clients in both the United States and Canada. Finding the right solution requires a deep understanding of the problem. Your accountant should be able to explain the steps to understand and help you find a solution. We work collaboratively with other professionals to ensure our client’s needs are met. The service offering described below is by no means comprehensive, please feel free to inquire about additional services.
We prepare individual, corporate, estate and trust income tax returns for both Canada and the United States. We also assist in meeting foreign asset reporting and disclosure requirements and correspond with the Canada Revenue Agency and the Internal Revenue Service on your behalf to clarify tax filings.
When dealing with cross border issues, you need to understand Canadians tax rules, US tax rules and how they work together. Whether you are a US citizen living in Canada, or a Canadian resident living in or commuting to the US, your taxes will have that layer of complexity that we can assist with. Our expertise includes advising clients on the tax implications around moving into or out of Canada and/or the US. For US citizens in Canada we can assist with understanding US tax filing under the New Streamlined Filing Compliance Procedures. We also have in depth knowledge advising Canadians investing in US real estate and non-residents investing in or disposing of Canadian real estate.
In addition to the tax services listed above, we also provide general Canada and US tax planning. This could include stock option planning, withdrawing from a US IRA or 401K plan, or rolling them into a RRSP. We can also provide assistance with estate and trust planning. For estate planning, we have expertise in the transfer of assets to beneficiaries and minimizing tax liability on transfer of business and other assets. We can assist you in many areas of your business by providing tax insight regarding the sale or acquisitions of a business, reorganizations, the introduction of new shareholders, estate and succession planning, and cash flow projections.
Copyright Martha R. Skeggs 2015
508 - 260 Hearst Way, Kanata, ON, K2L 3H1
