Let us take care of you

Cross Border Tax Services

Wouldn’t it be terrific if you could seamlessly work, live, or invest across Canadian and U.S borders without being constantly worried about double taxation, non-compliance penalties, optimizing and protecting your assets and savings?

WE CAN HELP YOU WITH:

Federal and state tax compliance

US and Canadian corporate federal and state tax consulting

Obtaining individual taxpayer ID numbers (ITIN) Form W-7

Cross-border tax analysis and planning

Federal and State Tax Controversy & Notice Services

Streamlined or “Catch-up” filings

State sales tax

Federal and State Tax Penalty Abatement Services

Filing US taxes for US sourced income

Obtaining instant IRS return transcript (akin to NOA)

Representing clients with CRA and IRS

Obtaining corporate employer identification numbers (EIN) Form SS-4

US Withholding Tax Advice & Compliance Reporting - including withholding refund claims

US citizens in Canada needing to file US returns for US immigration or citizenship renunciation purposes

Let the tax experts at IDM guide you through the complexities of both the Canadian and American tax systems.

OUR DESIGNATIONS ARE:

CPA, (CO) Certified Public Accountant USA

CPA, CGA Chartered Professional Accountant. Canada

FCCA Chartered Association of Certified Accountants. UK

OUR EXPERTISE

I’m a US citizen that works in Canada. I have to file both countries’ tax returns. It’s a nightmare every year!

At IDM we understand how tax can be overwhelming. Be assured that our extremely skilled team wants to serve you to the highest standard ensuring you pay the least tax in both countries.

I’m a Canadian and I have a rental property and other income generated from US. The US tax system is so complicated. Help!

We have you covered. With many years or experience in helping Canadians with real estate investments in USA, we are able to offer most tax optimized strategies when filing in the USA whilst keeping your Canadian taxes in mind.

Relocating from US to Canada is overwhelming and now I have to deal with tax too. Where do I start?

You can start with us. Our top priority is to make this transition’ year of your tax returns a very seamless and positive experience for you.

TESTIMONIALS

What Our Clients Are Saying

Moving back to Canada from the USA after 17 years and, shortly after, starting my own company was a financial shock. We had tax responsibilities in two countries plus financial complications of running a small business. After ‘investing’ in a large accounting firm, and seeking relief, Ishali’s services were recommended to us. What a relief. Ishali advises us on tax planning, takes care of filing taxes for us, does bookkeeping and accounting for the business and allowed us to focus on business. Ishali has become a trusted friend and IDM our lifeline.

- John Edgar

President, John R. S. Edgar Consulting Inc.

EXPECT MORE
FROM YOUR
ACCOUNTING TEAM

Get ready to move your business forward, strategically. Book a consultation with one of our advisors, now.

Let us take care of you

Cross Border Tax Services

WE CAN HELP YOU WITH:

Let the tax experts at IDM guide you through the complexities of both the Canadian and American tax systems.

OUR DESIGNATIONS ARE:

OUR EXPERTISE

I’m a US citizen that works in Canada. I have to file both countries’ tax returns. It’s a nightmare every year!

I’m a Canadian and I have a rental property and other income generated from US. The US tax system is so complicated. Help!

Relocating from US to Canada is overwhelming and now I have to deal with tax too. Where do I start?

TESTIMONIALS

What Our Clients Are Saying

EXPECT MORE
FROM YOUR
ACCOUNTING TEAM

Contact

Email

Quick links

follow us

Join our newsletter

Let us take care of you

Cross Border Tax Services

WE CAN HELP YOU WITH:

Let the tax experts at IDM guide you through the complexities of both the Canadian and American tax systems.

OUR DESIGNATIONS ARE:

OUR EXPERTISE

I’m a US citizen that works in Canada. I have to file both countries’ tax returns. It’s a nightmare every year!

I’m a Canadian and I have a rental property and other income generated from US. The US tax system is so complicated. Help!

Relocating from US to Canada is overwhelming and now I have to deal with tax too. Where do I start?

TESTIMONIALS

What Our Clients Are Saying

EXPECT MORE FROM YOUR ACCOUNTING TEAM

Contact

Email

Quick links

follow us

Join our newsletter

EXPECT MORE
FROM YOUR
ACCOUNTING TEAM