Canadian Tax and Accounting

Personal Services

  • Personal tax returns and tax planning
  • Date of death returns
  • Trust tax returns and estate planning
  • NR4 and NR6 preparation for non-residents
  • T2062 and T2062A Request for Certificate of Compliance for non-residents
  • S.216 and S.217 elective returns for non-residents

Business Services

  • Review engagements
  • Notice to Reader engagements
  • Financial statements
  • Corporate tax returns and tax planning
  • Partnership returns
  • Corporate restructuring and succession planning
  • Business valuations
  • Business consulting
  • Bookkeeping, payroll and GST/PST filings
  • T4 and T5 preparation
  • T5018 (subcontractor payments) and WCB filings

US Tax and Accounting

Personal Services

  • Personal tax returns for US citizens and green card holders
  • Personal tax returns for Canadians with US rentals, sales of US property, US gambling income and other US income
  • Assisting US citizens living in Canada become US tax compliant
  • Preparation of information returns: Form 114 (FBAR), 8938 (FATCA), 8891, 8854, 8840, 8621, 5471, 3520, 3520A, etc.
  • A US Certified Acceptance Agent to assist with W-7 application for US tax # (ITIN)

Business Services

  • Corporate tax returns
  • Partnership returns
  • Financial statements

US New Client / Information Services

Please contact our office for the following forms:

  • 1040 (US CITIZENS) – 2015 Filing
  • 1040 (US CITIZENS) – Streamlined Filing
  • 1040NR (NON-US CITIZENS)
  • FBAR Information Gathering Sheet – 2015
  • FBAR Information Gathering Sheet – Streamlined
  • US Rental Information Gathering Sheet