Cross Border Tax Services

Cross Border Tax Services

Let us take care of you

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

Being a dual citizen with multiple corporations in USA and Canada, I was anxious about double taxation even though there are tax treaties. Ishali and everyone at IDM team has provided me with the white glove service responding to every anxious email from me and gone above and beyond to ensure that i do not pay a single dollar more than i have to. Last year, with all the tax planning strategies, they were able to save me $75,000 in tax.

- Mike Bridges
M.D.

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.