Cross-border tax and accounting resources
Plain-English guides and practical tools for the filings, financial records and decisions that come with operating, investing or living across borders.
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Cross-border business support
US-Canada business tax
Entity, filing and owner-reporting support for Canadian founders with US operations.
Bookkeeping and payroll
One monthly accounting process across connected Canadian and US entities.
CFO and transaction readiness
Reporting, forecasting and preparation for lender, investor or buyer review.
US and cross-border compliance
Filings, structures and foreign accounts
Form 5472 filing service
Reportable-transaction test, pro forma Form 1120, $550 starting scope and late-year support.
No-revenue Form 5472 test
Why zero revenue is different from zero reportable transactions.
Late Form 5472 vs IRS notice
How the records, deadlines and response scope change after IRS contact.
Form 1040-NR tax return
US nonresident returns for Canadians and other non-US residents with US income or withholding.
FBAR and FATCA
Foreign accounts, thresholds and late-filing options.
TFSA and PFIC reporting
US treatment of Canadian accounts and investments.
Streamlined catch-up filings
Options for non-willful missed foreign reporting.
Snowbird tax and Form 8840
US day counting and closer-connection filings.
FIRPTA withholding
Selling US real estate as a Canadian resident.
FinCEN BOI filing
Current filing rules for foreign-formed US registrants.
US LLCs for Canadians
Hybrid-entity treatment and double-tax exposure.
E-2 visa tax and accounting
Corporate structure and financial evidence for founders.
Canada and international planning
Withholding, incentives and owner planning
Regulation 105 and 102 waivers
Canadian withholding relief and Section 116 clearance.
SR&ED and US R&D credits
Coordinate incentives across employee locations.
LCGE and QSBC readiness
Balance-sheet issues that can put the exemption at risk.
NRI property sale in India
TDS, capital gains and repatriation considerations.
Accounting and financial readiness
Better books, reporting and transaction preparation
Quality of earnings readiness tool
Assess accounting, EBITDA and diligence gaps.
PE and M&A exit readiness
Sell-side cleanup, consolidation and data-room preparation.
Amazon and e-commerce accounting
Settlement reconciliation, margins and foreign-owned entities.
Dental and DSO accounting
Practice analytics, compensation and cash-flow reporting.
Startup accounting
Monthly bookkeeping and financial reporting for founders.
How we build financial infrastructure
Our approach to connected, validated financial systems.
Not sure which rules apply?
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