Accountants, Lawyers & Financial Planners

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We specialize in complex cross-border tax and legal issues. Our rare combination of US law and Canadian and US accounting designations means we have the skills and knowledge to provide the nuanced advice necessary in exceptional matters. We have a reputation throughout the industry for our creative, custom solutions to complicated cross-border tax problems.

We are frequently referred complex files by accountants, lawyers and financial planners. We have the expertise to work with your clients on their cross-border tax issue while you continue to service their more general needs. We offer other professionals the opportunity to expand their own services beyond what a general firm can do to include our highly niche area. We routinely work on the thorny pieces of larger client portfolios in concert with other professionals.

Referrals from Professionals are Always Welcomed

Refer us your complex cross-border matters to increase your client retention, the range of services you can offer and the quality of your work product. We commonly assist other professionals with:

  • US Tax Returns
  • Complex Tax Litigation
  • Multiple jurisdiction tax claims
  • Jurisdictional issues with real estate closings and ownership
  • Complex tax planning for individuals with high net worth
  • Complex estate planning
  • Cross-border corporate expansions and reorganizations

Providing Assistance to Legal, Tax and Financial Professionals on Complicated Tax Issues

Contact us to assist you in managing the cross-border complexities of your files. Our team of professionals will work alongside you to ensure that your clients receive excellent service and advice. We offer services to clients in the US, Canada and around the world. Contact us by email or at (905) 695-1269 or toll free at (877) 275-4792.