Canada–U.S. tax support for clients who earn, invest, or operate on both sides of the border.

• Cross-border personal tax for Canadians with U.S. income and U.S. persons living in Canada

• Canada–U.S. tax treaty positions and foreign tax credit planning

• Residency determinations, departure returns, and non-resident filings

• Foreign reporting: T1135, and coordination of U.S. filing obligations (FBAR / FinCEN, Form 8938)

• Cross-border corporate structuring, including U.S. subsidiaries and state nexus considerations

• Coordination with U.S. tax counsel and preparers where a U.S. filing is required

Finance support for venture-backed and high-growth companies, including U.S. and Silicon Valley startups.

• Canada–U.S. entity structuring for startups expanding across the border

• Equity compensation: stock options, RSUs, and the tax consequences for founders and employees

• SR&ED and R&D credit coordination

• Investor-ready financial reporting and due diligence support

• Systems, controls, and finance function build-out as headcount grows

Tax and financial support for people whose income is irregular, platform- or agency-managed, or earned across borders.

• Self-employment income, agency statements, and reconciling what was actually paid versus billed

• Deductible expenses specific to performing, modelling, and content creation — equipment, studio space, travel, and home office

• Royalties, residuals, image rights, brand deals, sponsorships, and affiliate income

• Platform income in foreign currency (YouTube, TikTok, Twitch, Patreon, Substack) and the GST/QST treatment of it

• Foreign engagements: non-resident withholding, treaty relief, and foreign tax credits

• Income smoothing, instalments, and planning for high-earning years

• Gifted product and non-cash compensation — when it is taxable and how to track it

• Incorporation analysis for freelancers, creators, and performers

Accurate books and year-end reporting you can rely on.

• Monthly and annual bookkeeping, including catch-up work

• Compilation engagements (Notice to Reader / CSRS 4200)

• Year-end financial statement preparation

• Not-for-profit financial statements (ASNPO)

• Multi-entity and group consolidation

End-to-end payroll management, delivered accurately and on time.

• Payroll processing and direct deposit

• Source deductions and remittances

• T4 / RL-1 and year-end slips

• Employee portals and payroll system setup

Practical financial support beyond compliance.

• Budgeting, forecasting, and cash flow

• Business structuring and incorporation support

• Financial process improvement and systems implementation

• Management reporting and decision support

• Regulatory and filing compliance calendars

• Internal controls review and process documentation

• Board and governance reporting support

• Audit readiness and liaison with external auditors

• ASNPO financial statements and deferred contribution accounting

• Grant and funding reporting

• Board-ready reporting packages

• Compliance for registered charities and NPOs