Expats living in Canada have unique tax situations. In addition, the complexity of U.S. tax law is not easy for expats to navigate. The IRS does not go out of their way to make the tax filing process easy. But if you engage the right tax firm, filing your returns will not be as challenging as you might think.
Our firm is a leading provider of tax preparation and tax planning services to expatriates residing in Canada. We offer a straightforward approach that is unique to our industry. Our tax insight and experienced staff will provide you with exceptional service and enable you to take advantage of all legal tax loopholes. We know that you do not want any problems with the IRS, but you also want to lower your tax liability. This is where we can help.
Do you have to file back, prior or past tax returns? Having unfiled or back tax returns is more common than you might think. We have clients who need to file multiple years of back tax returns and need assistance in dealing with the IRS. The first step is to contact a tax professional who can help you gather your tax information and answer any questions you may have.
Our professionals will seek to minimize your tax bill by utilizing tax deductions and credits that are often specific to expats in Canada. The key is an understanding of expat tax law that we have at our disposal. We pride ourselves on efficient tax planning along with the tax returns that we prepare. It is only with effective planning that you can minimize your tax bill and sleep well at night.
We have an efficient and effective process that has been in place for many years. The process will typically follow the following format:
- We will gather some basic information, such as your full name and contact information. You will receive a welcome email that will include our exclusive expat tax organizer along with access to a secure portal so you can safely and securely submit any relevant information.
- You will be assigned to a CPA or tax professional that can assist you with any questions you may have. All tax documents (such as 1099s, W2s, etc) can then be uploaded to your secure portal that you can access anywhere including Canada.
- Your tax return is then processed and reviewed for accuracy. Once finalized, you will receive a secure proof of your tax return for your review. Your payment is processed online and you will sign for your tax return electronically.
- Your return is then efiled and the tax process is complete. It doesn’t get much easier than that!
We understand that tax preparation for expats in Canada can often be confusing and complex. But don’t be concerned. We are here to walk you through each step of the process and get your tax returns timely and accurately filed.
It doesn’t matter whether you need personal tax returns, partnership returns or corporate tax returns filed. You may even need to do FBAR or FATCA filings. We are here to help.