US Tax Compliance

You have some form of US connection — US-source income, a US bank account, US investments, employees who worked in the US, a business trip that crossed a line you didn't know existed. You may have a US filing obligation. You may have had one for several years.

Most Canadian accountants know Canadian tax. The US system is different enough — and the penalties for non-compliance significant enough — that the question of what you owe the IRS deserves a specific answer from someone who knows both systems.

The United States taxes its citizens and residents on worldwide income and imposes filing obligations on foreign businesses and individuals with US-source income or US activities, regardless of where they are based. The Canada–US tax treaty modifies many of these obligations — but only if the treaty position is correctly identified and properly claimed on the return.

FBAR reporting requirements for foreign financial accounts with US signatory authority catch many Canadians who have never thought of themselves as US tax filers. The penalties for missed FBAR filings are not modest. Holding an active CPA licence in New York while practising in Ontario is uncommon. It means US and Canadian tax compliance live under one roof — no referrals, no gaps between advisors, no situation where the Canadian side doesn't know what the US side filed.

We handle US federal and state income tax returns for Canadian individuals and businesses with US filing obligations — including Form 1120-F for foreign corporations, 1040-NR for non-resident individuals, FBAR (FinCEN 114), Form 8938 for FATCA reporting, W-8BEN-E filing with US payors including Amazon and other US marketplaces, and 1042-S recovery for prior withholding.

We identify which treaty positions apply to your situation and claim them correctly. We assess whether prior years require amended returns or voluntary disclosure and advise on the most appropriate path.

Because this work sits alongside our Canadian compliance practice, there are no gaps between the two systems.