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Cross-Border Tax Services

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Cross-Border Tax Services
(Canada–U.S.)

Across Taxes provides specialized cross-border tax services for individuals and businesses with U.S. and Canadian tax obligations. From dual tax filings to complex foreign income and asset reporting, we manage Canada–U.S. cross-border tax matters with clarity, precision, and full compliance.

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Cross-Border Services For Individuals

Cross-Border Individual Tax Compliance

Preparation and coordination of U.S. and Canadian individual income tax returns to ensure full compliance in both countries. We apply treaty benefits and reporting strategies designed to minimize or eliminate double taxation under the Canada–U.S. Tax Treaty.

Foreign Asset Reporting, FBAR & FATCA Compliance

Accurate preparation and filing of U.S. foreign asset disclosures, including FBAR (FinCEN Form 114) and FATCA reporting (Form 8938), ensuring compliance while minimizing penalty risk.

PFIC & Foreign Investment Reporting (Form 8621)

Preparation of Form 8621 for Passive Foreign Investment Companies (PFICs), including streamlined filings where applicable, to ensure accurate reporting of foreign mutual funds and investment holdings.

Treaty Claims, Residency & Double Taxation Relief

Support for treaty-based filings and residency determinations, including treaty claims, Form 1116 (Foreign Tax Credit), and Form 2555 (Foreign Earned Income Exclusion), to reduce or eliminate double taxation in cross-border situations.

IRS Reviews, Notices & Streamlined Compliance

Professional support for IRS correspondence, reviews, audits, and streamlined compliance filings. We assist with preparing responses, documentation, and communication with tax authorities to resolve issues efficiently.

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Cross-Border Services For Businesses

Cross-Border Business Tax Services

We provide tax compliance and advisory services for businesses operating across Canada and the United States, including coordination of U.S. and Canadian filings, cross-border income reporting, and ongoing regulatory compliance.

Entity Structuring & Cross-Border Taxation

We advise on entity structuring and cross-border tax implications to help businesses manage exposure, improve tax efficiency, and support long-term operational and financial objectives.

Foreign Corporation Reporting (Form 5471)

We prepare Form 5471 for U.S. persons with ownership in foreign corporations, ensuring accurate disclosure of ownership interests, financial information, and related-party transactions in compliance with IRS regulations.

Cross-Border Tax Planning & Advisory

We provide strategic cross-border tax planning for individuals and businesses, including residency planning, treaty optimization, compensation structures, and long-term tax efficiency.

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